POPULARITY
Het is officieel: ASML is het beurslievelingetje van Nederland geworden. Het stoot Shell van de troon als meest populaire aandeel in de beleggingsportefeuille. Onder de leus 'never sell Shell' maakte de oliereus in de afgelopen 25 jaar een koersstijging van precies nul procent door. Dus gaat het er bij ASML dan anders uitzien? Dat hoor je in deze aflevering. Dan hoor je ook of die portefeuille verder een beetje op orde is. En of Nederland Spaarland ook het archief in kan. Want voor het eerst hebben Nederlanders meer dan 200 miljard euro in hun beleggingen zitten. Verder hebben we het over Warner Bros Discovery. Dat gooit het verkoopbord wel heel duidelijk in de voortuin nu. Concurrent Paramount Skydance heeft al verschillende keren een bod gedaan op Warner Bros, maar liep telkens tegen een afwijzing aan. En nu laat Warner Bros weten dat ze een krabbel zetten als er een bod van meer dan 74 miljard dollar komt. Je hoort ook nog hoe de rijksten ter wereld nog meer geld weten te slaan uit hun goudstaven. En hoe Amazon met een ouderwetse truc probeert de markt van zelfrijdende taxi's te veroveren.See omnystudio.com/listener for privacy information.
Het is officieel: ASML is het beurslievelingetje van Nederland geworden. Het stoot Shell van de troon als meest populaire aandeel in de beleggingsportefeuille. Onder de leus 'never sell Shell' maakte de oliereus in de afgelopen 25 jaar een koersstijging van precies nul procent door. Dus gaat het er bij ASML dan anders uitzien? Dat hoor je in deze aflevering. Dan hoor je ook of die portefeuille verder een beetje op orde is. En of Nederland Spaarland ook het archief in kan. Want voor het eerst hebben Nederlanders meer dan 200 miljard euro in hun beleggingen zitten. Verder hebben we het over Warner Bros Discovery. Dat gooit het verkoopbord wel heel duidelijk in de voortuin nu. Concurrent Paramount Skydance heeft al verschillende keren een bod gedaan op Warner Bros, maar liep telkens tegen een afwijzing aan. En nu laat Warner Bros weten dat ze een krabbel zetten als er een bod van meer dan 74 miljard dollar komt. Je hoort ook nog hoe de rijksten ter wereld nog meer geld weten te slaan uit hun goudstaven. En hoe Amazon met een ouderwetse truc probeert de markt van zelfrijdende taxi's te veroveren.See omnystudio.com/listener for privacy information.
How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which says more than 50% of investors believe AI stocks continue to be in a bubble. The anchors reacted to Alphabet CEO Sundar Pichar telling the BBC about "irrationality" in the AI boom. Home Depot shares under pressure after the company posted a Q3 earnings miss and cut profit guidance, citing "consumer uncertainty" and weaker demand. MP Materials CEO James Litinsky joined the anchors at Post 9 — with shares of the rare earth producer up more than 250% this year. Also in focus: Cloudflare outage, Bitcoin below $90,000. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance. 1936 PERTH
SHOW 11-14-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE ECONOMY. FIRST HOUR 9-915 BLISS: WEST COAST URBAN ISSUES AND THE PACK FIRE Guest: Jeff Bliss Seattle elected socialist Kate Wilson, who wants public grocery stores. The Luxor Pyramid in Las Vegas has installed a massive slide for visitors. Both San Francisco and Santa Monica are seeing major business failures and mall auctions due to unchecked crime and vagrancy. Los Angeles Mayor Bass requested citizen help for cleanup before the Olympics. Meanwhile, the 3,000-acre Pack Fire in Mono County is being aided by heavy rain. 915-930 MCTAGUE: LANCASTER COUNTY ECONOMY AND AI FEAR Guest: Jim McTague Reports from Lancaster County show a strong local economy: a metal forming company is "busy as they've ever been" and actively hiring, and the mall is packed with shoppers. Tourism is thriving, exemplified by sold-out shows at the Sight and Sound Theater. However, a persistent fear of AI-driven layoffs exists among retirees, despite no personal connection to the issue. Data centers supporting AI are rapidly being built in the area. 930-945 A. THE FILIBUSTER AND CONTINUING RESOLUTIONS Guest: Professor Richard Epstein Professor Epstein discusses the filibuster's purpose: slowing down legislation to improve deliberation and mitigate hyper-partisanship. However, he argues its use against continuing resolutions is illegitimate, leading to "horrendous dislocation." He proposes changing the Senate rule to forbid filibusters on continuing resolutions, ensuring essential government functions are not held hostage for collateral political gain and maintaining fiscal continuity. 945-1000 B. BBC DEFAMATION AND THE NEED FOR REFORM Guest: Professor Richard Epstein Professor Epstein discusses the BBC's alleged defamation of President Trump through edited footage. Unlike US law, British defamation has a low bar, though damages may be smaller. Epstein contends that the BBC's reputational damage is enormous and suggests the institution is "thoroughly rotten" due to corruption and political capture. He advocates for cleansing the operation and breaking up the public monopoly. SECOND HOUR 10-1015 BRANDON-WEICHERT: AI'S IMPACT ON JOBS AND GEOPOLITICS Guest: Brandon Weichert High-profile layoffs at Amazon and Walmart are tied to AI replacing roles, fitting the anticipated economic transformation, though it may initially look like a bubble. The US leads in AI software, while China excels in robotics. Concerns exist regarding massive AI bets by industry leaders like Ellison and Altman, specifically whether their political ties could result in taxpayer bailouts if these huge projects fail. 1015-1030 FIORI: ITALIAN HERITAGE TRAINS AND POLITICAL DISPUTES Guest: Lorenzo Fiori Italy is launching heritage Christmas trains like the Espresso Monaco and Espresso Assisi, restoring old coaches and locomotives for tourists. Deputy PM Salvini is publicly criticizing aid to Ukraine, linking it to corruption, potentially as a strategy to regain consensus and boost his party's falling popularity. Nationwide student protests are occurring over school reform and the Palestine issue. Milan is preparing for Christmas celebrations. 1030-1045 A. COMMERCIAL SPACE ACHIEVEMENTS AND POLICY SHIFTS Guest: Bob Zimmerman Blue Origin's New Glenn successfully launched and landed its first stage vertically, becoming only the second company to achieve orbital stage reuse, despite its slow operational pace. VAST, a US commercial space station startup, signed a cooperation deal with Uzbekistan, possibly including flying an astronaut to its Haven One module. France announced a new, market-oriented national space policy, significantly increasing budgets and embracing capitalism via public-private partnerships. 1045-1100 B. GOLDSTONE FAILURE AND SUPERNOVA DISCOVERY Guest: Bob Zimmerman NASA's Goldstone antenna, a critical link in the Deep Space Network, is out of service due to an embarrassing error where it was over-rotated, twisting the cables. This impacts communications with interplanetary and Artemis missions. Separately, new astronomical data from a supernova explosion shows the initial eruption was not symmetrical but bipolar, pushing material and light along the star's poles, refining explosion models. THIRD HOUR 1100-1115 1. JOSEPHUS AND THE SIEGE OF JODAPATA Guest: Professor Barry Strauss The Jewish revolt against Rome, starting in 66 AD, is primarily chronicled by Josephus, a leader of the revolt and later historian. Josephus commanded the defense of Jodapata against General Vespasian. After defeat, Josephus survived a mass suicide pact, surrendered, and convinced Vespasian not to kill him by predicting he would become Roman emperor. The rebels were inspired by previous victories like the Maccabees. 1115-1130 2. TITUS'S SIEGE OF JERUSALEM Guest: Professor Barry Strauss Nero's forced suicide in 68 AD and the subsequent chaos confirmed Josephus's prophecy, leading to Vespasian being proclaimed emperor in 69 AD. Vespasian left his son Titus to lay siege to Jerusalem in 70 AD. Though Jerusalem was a strong fortress, the defenders were critically weakened by infighting among three rebel factions and their own destruction of the city's necessary grain supply. 1130-1145 3. SURVIVAL DURING THE SIEGE OF JERUSALEM Guest: Professor Barry Strauss Before the siege of Jerusalem was sealed, two foundational groups fled: Rabbi Yohanan Ben Zakai, smuggled out to Yavneh to establish Rabbinic Judaism, and the followers of Jesus, who went to Pella. Titus focused the Roman assault on the city's weakest point, the northern wall. The overconfident Romans were repeatedly frustrated by Jewish defenders using effective irregular tactics, including raids and undermining siege equipment. 1145-1200 4. THE DESTRUCTION OF THE TEMPLE AND MASADA Guest: Professor Barry Strauss The Flavians decided to completely destroy Jerusalem and the Temple in 70 AD, an act of extreme Roman imperialism that left the city in ruins. Afterwards, Judea was upgraded to a formal Roman province with a governor and the 10th Legion quartered in Jerusalem. Four years later, the siege of Masada ended with the alleged suicide of defenders, though archaeological evidence remains controversial among scholars. FOURTH HOUR 12-1215 US Greenlights ROK Enrichment, Raising Proliferation Fears Guest: Henry Sokolski, Executive Director of the Non-Proliferation Policy Education Center The US agreement to support the Republic of South Korea's civil uranium enrichment and spent fuel reprocessing for peaceful uses is viewed by Sokolski as a movement toward proliferation. Sokolski notes that this decision greenlights the ROK—a treaty ally with a history of attempting to use its civil programs to make nuclear weapons—to a position similar to Iran's. The ROK successfully leveraged the inconsistency of US policy, pointing out that Japan has permission to enrich and reprocess fuel and possesses a massive plutonium stockpile. Granting the ROK these capabilities sets a concerning precedent, potentially compelling the US to allow other countries like Saudi Arabia to seek similar nuclear options. The proliferation concern is heightened further by the ROK's desire for a nuclear-powered submarine, which could lead to pursuit of a full nuclear weapons triad. 1215-1230 SOKOLSKI: CHINA'S CONVENTIONAL ICBM THREAT Guest: Henry Sokolski The US military is concerned China's PLA may field a conventionally armed ICBM able to strike the continental US. Such missiles could use maneuverable front ends to evade defenses and deliver autonomous drones. This weapon might target civil infrastructure to intimidate the US and deter intervention during a Taiwan conflict. This prospect is opening up a new and puzzling area of strategic warfare requiring urgent strategic assessment. 1230-1245 A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia. 1245-100 AM B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance.
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The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chris Temple, Editor and Publisher of the National Investor, joins us live at the New Orleans Investment Conference to delve into US policy around critical minerals, and to help us separate the signal from the noise from all the focus in bills and executive orders on copper, uranium, rare earths, antimony, tungsten, lithium, and other strategic metals. We've seen a lot of volatility in many of the related resource stocks, and so we dive into a nuanced longer-form conversation about the investing angle in these various sectors. We start off discussing the mixed bag coming from US policy around the extraction, processing, and refinement of critical minerals and energy metals from this administration compared to prior administrations. On one hand we've seen positive funding measures and compressed permitting timelines emerge with initiatives like Fast-41, or the strategic position in MP Materials, or the approval of the Ambler Road for Trilogy Metals. On the other hand, Chris argues that this is far too little, too late, and that it will take a much larger concerted effort and far more funds to really move the needle on domestic supplies of critical minerals and strategic metals. We get into the challenges around processing and refinement, being much larger problems that most policy makers realize, and without a quick fix. The question arises of how much can get realistically get done to help the extractive industries over the next 3 years, or potentially only 1 more year, depending on how mid-term elections turn out. Chris also points out that many of these initial support bills and executive orders are encouraging, but most will need follow up support and follow through policies to assist, and it remains unclear if we'll see that pan out in the medium to longer-term. Chris highlights discrepancies in policy and reality, like Rio Tinto's Resolution Mine in Arizona is on the Fast-41 list, but still has huge hurtles to overcome on a state and local stakeholder level to be able to move forward. He also highlights that the Teck-Glencore JV at NorthMet in Minnesota, which is a world-class critical minerals project that has been stalled by multiple operators and government bodies and lobbyist groups for all of this century. He also highlights the government investment into Lithium Americas Thacker Pass Project as potentially misguided use of funds that will be far more capital intensive than other options would have been. Chris reminds listeners that with all those projects, if they do ever get fully approved, they would still be many years from producing more of these critical minerals. Chris reiterates that his top commodity sector for investing is still uranium due to all the tailwinds for nuclear energy. He is also far more comfortable investing in traditional energy with oil and nat gas companies, than even some of the critical minerals for the longer-term, as we are far further from phasing out fossil fuels that people were led to believe in years past, and there are still opportunities in the energy stocks. Click here to follow along with Chris at the National Investor website. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode of Exploring Mining, host Cali Van Zant interviews Ross McElroy, CEO of Apollo Silver Corp. (TSXV: APGO | OTCQB: APGOF), following the company's successful $26.8 million capital raise—delivering over two years of financial runway to accelerate the Calico silver project in San Bernardino County, Southern California, home to the largest undeveloped silver resource in the United States. Ross talks about potential fund deployment: initiating preliminary economic studies in 2026, expanding exploration along newly acquired claims adjacent to the Calico fault. Highlights include geological parallels between the Waterloo and Langtry deposits. Ross positions San Bernardino County as "Open for Business" mining jurisdiction in the US: boasting 90 active operations, including MP Materials' rare earth mine and Equinox Gold's Castle Mountain, supported by pro-development county leadership, and alignment with federal critical minerals priorities. With silver comprising 75–80% of Calico's value alongside zinc, barite, and gold we discuss MRE updates and more. With a bullish outlook on silver prices, we discuss recent precious metals pullbacks as prime buying opportunities. Tune in for actionable insights on silver exploration, and what's next for Apollo SilverAbout Apollo Silver Corp.Apollo is advancing one of the largest undeveloped primary silver projects in the US. The Calico Silver Project hosts a large, bulk minable silver deposit with significant barite and zinc credits – recognized as critical minerals essential to the US energy and medical sectors. The Company also holds an option on the Cinco de Mayo Project in Chihuahua, Mexico, which is host to a major carbonate replacement (CRD) deposit that is both high-grade and large tonnage. Led by an experienced and award-winning management team, Apollo is well positioned to advance the assets and deliver value through exploration and development. Please visit www.apollosilver.com for further information. About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Disclaimer/Disclosure: This podcast and article featuring Apollo Silver Corp is paid for content as part of a monthly featured mining stock service (payment disclosure). Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This is not investment opinion. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.aspFollow us on X @investorideas @Exploringmining #ApolloSilver #silverminingstocks #shareholder #preciousmetals #gold, #barite #federalreserve #investment #silver
Join host Cali Van Zant as she interviews Chris Temple, founder, editor, and publisher of The National Investor, for a detailed discussion on current market conditions and commodity opportunities. Temple shares his views on the risks of overvaluation in tech giants like NVIDIA, the potential for a stock market correction, and the importance of diversification into essential sectors. He highlights uranium market dynamics, with growing demand from new reactors and small modular reactors widening the supply-demand gap, alongside the recent Brookfield-Cameco deal boosting nuclear energy prospects. Temple also covers gold and silver market volatility, U.S. dollar index pressures, and U.S.-China trade tensions impacting rare earths and antimony. Policy insights include U.S. mining challenges in Minnesota, the need for tort reform, and models like Ambler Road and MP Materials. Promotional focus falls on select stock plays with strong fundamentals: U.S. Gold, Formation Metals, Tectonic, North Peak Resources, and Apollo Silver Corp—positioned as undervalued opportunities in development-stage mining. Temple advises raising cash amid speculation warnings and breadth deterioration, while emphasizing long-term potential in critical minerals, natural gas exports, and domestic supply chains. #ExploringMining #ChrisTemple #NationalInvestor #Uranium #Gold #Silver #MiningStocks #Commodities #InvestmentInsights #NuclearEnergy #CriticalMinerAbout Chris Temple For an incredible 45 years now, Chris has distinguished himself as one of the most provocative and accurate market pundits among his peers, and an especially prescient advisor who has called pretty much every significant market turn of the last four decades. This ability, he is quick to point out, is not “rocket science” but instead, a unique understanding of the nature of our monetary and economic system.Reading or listening to Chris in all manner of venues, conferences and interviews reveals why The National Investor's motto is “You can get information anywhere, but here you get knowledge.” Chris excels and takes pride in imparting that knowledge: an unrivaled, understandable and useful take on the “Big Picture” of the markets—stocks, metals, interest rates, commodities and MORE—and a talent for guiding his Members to winning stories. His vocation also includes guiding investors, other financial professionals and his fellow consumers/citizens to a broader understanding of our evolving world. Few have been out in front as has Chris of the epochal changes unfolding in our world that everyone else is seeing in their news headlines on a daily basis nowhttps://www.nationalinvestor.com/X: https://x.com/NatInvestor About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all.Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This is not investment opinion. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining
Join host Cali Van Zant on the Exploring Mining podcast as she interviews Chris Temple, founder, editor, and publisher of The National Investor, for a detailed discussion on current market conditions and commodity opportunities. Temple shares his views on the risks of overvaluation in tech giants like NVIDIA, the potential for a stock market correction, and the importance of diversification into essential sectors. He highlights uranium market dynamics, with growing demand from new reactors and small modular reactors widening the supply-demand gap, alongside the recent Brookfield-Cameco deal boosting nuclear energy prospects. Temple also covers gold and silver market volatility, U.S. dollar index pressures, and U.S.-China trade tensions impacting rare earths and antimony. Policy insights include U.S. mining challenges in Minnesota, the need for tort reform, and models like Ambler Road and MP Materials. Promotional focus falls on select stock plays with strong fundamentals: U.S. Gold, Formation Metals, Tectonic, North Peak Resources, and Apollo Silver Corp—positioned as undervalued opportunities in development-stage mining. Temple advises raising cash amid speculation warnings and breadth deterioration, while emphasizing long-term potential in critical minerals, natural gas exports, and domestic supply chains. #ExploringMining #ChrisTemple #NationalInvestor #Uranium #Gold #Silver #MiningStocks #Commodities #InvestmentInsights #NuclearEnergy #CriticalMinerAbout Chris Temple For an incredible 45 years now, Chris has distinguished himself as one of the most provocative and accurate market pundits among his peers, and an especially prescient advisor who has called pretty much every significant market turn of the last four decades. This ability, he is quick to point out, is not “rocket science” but instead, a unique understanding of the nature of our monetary and economic system.Reading or listening to Chris in all manner of venues, conferences and interviews reveals why The National Investor's motto is “You can get information anywhere, but here you get knowledge.” Chris excels and takes pride in imparting that knowledge: an unrivaled, understandable and useful take on the “Big Picture” of the markets—stocks, metals, interest rates, commodities and MORE—and a talent for guiding his Members to winning stories. His vocation also includes guiding investors, other financial professionals and his fellow consumers/citizens to a broader understanding of our evolving world. Few have been out in front as has Chris of the epochal changes unfolding in our world that everyone else is seeing in their news headlines on a daily basis nowhttps://www.nationalinvestor.com/X: https://x.com/NatInvestor About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all.Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This is not investment opinion. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über einen bemerkenswerten Rekord in Madrid, vier Aktien für den Milei-Boom und die fünf Namen für den Posten des mächtigsten Notenbankers der Welt. Außerdem geht es um BBVA, Santander, Deutsche Telekom, SAP, Deutsche Börse, Hypoport, Porsche AG, TKMS, Rheinmetall, MP Materials, USA Rare Earth, Keurig Dr Pepper, Amazon, Intellia Therpeutics, Sarepta Therapeutics, MercadorLibre, YPF, Pampa Energia, Banco Macro, Cresud, Amundi Smart Overnight Return (WKN: LYX0WM), Xtrackers II Germany Government Bond 0-1 (WKN: DBX0T8), BNP Paribas EUR Easy Corporate Bond SRI Fossil Free Ultrashort Duration (WKN: A3D4LE), iShares Core MSCI World (WKN: A0RPWH) und Vanguard FTSE All World (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
(0:00) Intro to this episode(1:34) About the podcast sponsor: The American College of Governance Counsel.(2:21) Start of interview(3:19) Joele Frank's origin story(5:02) Anne Chapman's origin story(8:41) The history and focus of the firm Joelle Frank (now has ~250 people, with offices in NYC and SF).(12:46) Shareholder activism in today's market(15:52) The Exxon Mobil activism case [see E28 with Aiesha Mastagni from CalSTRS, starting at 23:27](18:17) Say-on-Pay and Executive Compensation Dynamics "compensation is a real emotional topic"(21:27) On mega grants.(23:17) The evolution of M&A in shareholder activism(25:44) Geopolitical Tensions in the Boardroom. Examples: US Steel (Golden share by US), MP Materials (10% equity stake).(28:38) Evolution of ESG/DEI, including boardroom diversity.(33:00) AI, PBCs, and Governance Challenges. Is it a bubble? Concern about ethical AI.(38:35) Case Study: Norfolk's Proxy Fight. Digital component to increase retail component of the vote.(44:14) How activists are proposing more qualified directors to boards (focus on individual directors post universal proxy rules).(48:50) The Changing Landscape of Board Composition(49:55) The Importance of Board Evaluations(51:45) On the "stay private or go public" debateJoele Frank is the founder and Managing Partner of Joele Frank. Anne Chapman is a Managing Director at Joele Frank. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Javier Etcheverry, analista de mercados, ha comenzado su intervención fijándose en el sorprendente rally japonés. Japón ha superado los 50.000 puntos, un hito histórico que nadie esperaba tan pronto. “Es una apuesta por un futuro incierto, porque hablamos del país más endeudado del mundo”, ha comentado, destacando la aparente desconexión entre los fundamentales y el optimismo inversor. También ha valorado la actualidad política en Argentina tras el éxito de Milei. “Ha arrasado. La campaña ha sido efectiva, aunque el gran impulso ha venido del apoyo de Estados Unidos”, ha subrayado. Entre los valores analizados, Etcheverry ha puesto el foco en MP Materials. Aunque el título se sitúa en 74 dólares, considera que se encuentra en “tierra de nadie”. “El punto correcto de entrada fueron los 66 dólares. Todavía podríamos ver un recorte hacia los 65,80. No hay nada alarmante mientras no llegue a la zona de 60”, ha señalado, invitando a la prudencia en el corto plazo. En cuanto a la rotación de carteras, un oyente ha planteado cambiar Inditex por Enagás. Para Etcheverry, la estrategia basada en esperar dividendos podría ser contraproducente. “Si esperamos a cobrar el dividendo para salir, puede que lo hagamos tras un recorte y sin sentido. Si se quiere vender, debe hacerse antes de que baje. Enagás tampoco ofrece el mejor punto de entrada ahora mismo. Hay que esperar a que recorte y esté más baja”, ha explicado. El análisis se ha completado con Nvidia, el gigante de los chips. Etcheverry mantiene una visión claramente alcista. “Tiene muchísimo recorrido y sigue siendo el hegemón del sector. Vende la piel del oso antes de cazarlo, pero es que lo hace tremendamente bien. Se hace competencia a sí misma y sus flujos de caja son abrumadores.” Aun así, ha advertido sobre la volatilidad inherente a su liderazgo. Para quienes busquen una oportunidad, ha marcado un nivel: “Un buen punto de entrada serían los 168,35 dólares”.
澳洲總理艾班尼斯,20日拜訪美國白宮,會見總統川普。兩人除了討論美英澳三方AUKUS安全伙伴關係外,也達成了美澳之間的稀土與關鍵礦產協議。兩國同意在未來六個月內,對關鍵礦產項目,投資超過30億美元。另一方面,美國國防部,七月入股MP Materials後,美國金屬商,都遇見了難得的股票成長。 留言告訴我你對這一集的想法: https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》
Mehr von unserem Gold-Interview könnt ihr auf oaws.de hören. Gemeinsam mit Aktienanalysen, einer Datenbank aus über 1.000 Folgen und und und. Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Trump und China schocken die Börsen, Krypto- und Öl-Märkte. USA Rare Earth und MP Materials freuen sich. Genau wie Elastic über starke Zahlen und die University of Phoenix über viel staatliche Förderung. Achja: Berichtssaison startet wieder. Gold steigt dieses Jahr von Allzeithoch auf Allzeithoch. Ronald-Peter Stöferle, Fondsmanager bei Incrementum, erklärt die Gründe. Außerdem erzählt er, warum der Goldpreis auf fast 9.000 $ steigen könnte. Hier gibt's seinen “In Gold we Trust”-Report. Basic Fit (WKN: A2AJXD) ist der größte Fitness-Player Europas. Das hat viele Vorteile. Die fehlgeschlagenen Pläne der Vergangenheit sind der große Nachteil. Diesen Podcast vom 13.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über einen Crash bei Ferrari, ein Rekordhoch bei Silber und den bitteren Börsen-Abschied von About You. Außerdem geht es um Heidelberg Materials, Zalando, Gerresheimer, Hellofresh, Ottobock, MP Materials, Niocorp, Critical Metals, Tilray, Nvidia, UIPath, Rigetti, D-Wave, Quantum Computing, VW, Infineon, Siltronic, Aixtron, Elmos, Bilfinger, Hochtief, Porsche, Mercedes, BMW, Scholastic, RCS MediaGroup, Orell Füssli, Amazon, Spotify, Bastei Lübbe, Amundi SDAX ETF (WKN: ETF195), Invesco European Media ETF (WKN: A0RPSA), iShares STOXX Europe 600 Media (WKN: A0H08L). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Tiefergehende Aktien-Analysen, Branchen-Deep-Dives und eine Datenbank aus über 1.000 Folgen? Mehr Infos zu unserer neuen Plattform gibt's unter oaws.de. Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Pepsi geht's ok. Costco & Delta geht's top. China pusht MP Materials, USA Rare Earth & Ramaco. Novo Nordisk kauft Akero. HSBC will Hang Seng kaufen. Investoren wollen PSI kaufen. KNDS vielleicht an Börse. Ottobock erfolgreich an Börse. Gerresheimer fällt. Weniger E-Autos, weniger Wachstum. Ferrari hat die Börse enttäuscht (WKN: A141GE). Sixt hat höhere Margen und weniger Schulden als die Konkurrenz. Sixt (WKN: 723133) hat auch zwei Aktiengattungen. Eine davon zahlt massenhaft Dividende. Diesen Podcast vom 10.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Interview with Mark Chalmers, President & CEO of Energy FuelsOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-us-critical-minerals-production-hub-7503Recording date: 8th October 2025Energy Fuels represents a uniquely positioned opportunity in the critical minerals sector, combining operational uranium production generating positive cash flow with strategic development of rare earth and heavy mineral sands assets addressing acute Western supply chain vulnerabilities. The company recently validated this strategy through a $700 million convertible bond offering completed in one week with Goldman Sachs as sole bookrunner, oversubscribed six to seven times at a remarkably low 0.75% interest rate.The investment thesis centers on several compelling factors. First, Energy Fuels operates the only conventional uranium mill in the United States with existing permits and infrastructure capable of processing radioactive monazite ore. This creates a significant competitive moat that would require competitors years and hundreds of millions of dollars to replicate. The White Mesa Mill in Utah provides operational flexibility to process either uranium (240,000 pounds per month capacity) or rare earths depending on market conditions, allowing management to optimize revenue generation dynamically.Second, the uranium business is currently cash flow positive and ramping toward two million pounds of annual production from 100% owned mines. Management projects this uranium revenue will generate sufficient cash to fund all corporate expenses plus rare earth and heavy mineral sands development without requiring ongoing equity dilution. This self-funding model distinguishes Energy Fuels from development-stage competitors who must continuously access capital markets. The White Mesa Mill restarted processing Pinyon Plain ore in early August 2025 and will run "well into next year," providing visible near-term cash generation.Third, Energy Fuels' strategic focus on monazite processing provides access to heavy rare earths—specifically dysprosium, terbium, and samarium—that MP Materials' bastnäsite deposits lack. These heavy rare earths are essential for high-performance permanent magnets used in electric vehicles, wind turbines, and defense applications. Critically, heavy rare earth prices currently command premiums three to four times higher than Chinese alternatives, while neodymium-praseodymium prices have surged from $55 to $85-90 per kilogram, reflecting strong demand for non-Chinese supply.Fourth, the company has tangible near-term development opportunities rather than aspirational long-term projects. The Donald rare earths project in Australia is fully permitted, shovel-ready, with capital costs estimated at $300 million and exceptionally high grades of heavy rare earths. Phase 1 would produce approximately 7,000 tons per year of monazite. The Phase 2 expansion at White Mesa would create processing capacity comparable to Lynas. Multiple feasibility studies on Toliara (Madagascar), Donald, and White Mesa Phase 2 are expected by year-end, providing updated development economics.Fifth, partnerships demonstrate downstream integration progress. POSCO collaboration has advanced to producing sintered magnet blocks being incorporated into electric vehicles in 2025. The company has engaged former General Motors personnel to assist with metal, alloy, and magnet development, showing serious commitment to building integrated non-China supply chain capabilities.The macro context amplifies the opportunity. China controls approximately 70% of global rare earth production and nearly 90% of processing capacity, while the United States imports more than 90% of its uranium. Western governments view these dependencies as national security risks, particularly as clean energy transition, transportation electrification, and defense modernization drive unprecedented critical minerals demand.Energy Fuels offers investors operational cash generation today funding strategic positioning in materials where Western supply chain security commands significant price premiums, backed by existing infrastructure, proven execution capability, and exceptional recent market validation through favorable institutional financing.View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com
Canada must raise its level of ambition to compete in today's rapidly shifting geoeconomic and geopolitical landscape. So far on the podcast, we've focused on how diversifying oil and gas exports can strengthen Canada's power and influence. This week, we turn our attention to another strategic sector — mining. Our guest this week is Photinie Koutsavlis, Vice President of Economic Affairs and Climate Change at the Mining Association of Canada. She joins us to discuss the current state of Canada's mining industry. Here are some of the questions that Jackie and Peter asked Photinie Koutsavlis: How large is Canada's mining sector, and what are its main products? Since the January 2020 announcement of the Canada–U.S. Joint Action Plan on Critical Minerals, what progress has been made on the ground? Has investment and production grown — and if not, what are the main barriers? Content referenced in this podcast: The Hub.ca, “Peter Tertzakian: Even if Alberta gets a new pipeline, what is next for the oil sands?” (October 4, 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Allzeithoch beim Gold, schwere Zeiten für Novo Nordisk und einen Rekord-Deal bei Private Equity. Außerdem geht es um MoonLake Immunotherapeutics, Electronic Arts, Hensoldt, Renk, Rheinmetall, Heidelberg Materials, Intel, MP Materials, Lithium Americas, U.S. Steel, Nippon Steel, Nvidia, AMD, Apple und Rheinmetall. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Interview with George Bennett, CEO of Rainbow Rare EarthsRecording date: 26th September 2025Rainbow Rare Earths (LSE:RBW) is pioneering a revolutionary approach to rare earth element extraction that addresses both economic efficiency and Western supply chain independence. Led by CEO George Bennett, a seasoned executive with 16 years of investment banking experience and a proven track record of scaling mining operations, the company extracts valuable rare earth materials from phosphogypsum waste rather than traditional hard rock mining.The company's proprietary technology eliminates conventional mining costs including drilling, blasting, and crushing operations, resulting in projected EBITDA margins exceeding 75% and internal rates of return between 45-50%. "We've got no mining costs, we are extracting the RE out of phosphogypsum which is a waste residue," Bennett explains, highlighting the fundamental cost advantage over traditional rare earth projects.Rainbow operates two strategic assets: the flagship Phalaborwa project in South Africa, where the company holds 85% ownership with 35 million tons of high-grade material, and the Uberaba project in Brazil through a 50/50 joint venture with Mosaic, a $15 billion fertilizer company. Both projects leverage existing brownfield infrastructure and provide environmental benefits through waste remediation.The company has secured significant validation through a $50 million equity commitment from the US Development Finance Corporation, positioning the US government as a future project shareholder. This strategic backing, combined with recent floor pricing of $110/kg for neodymium and praseodymium established by MP Materials' Department of Defense contract, provides crucial market stability for Rainbow's revenue streams.With total capital requirements of $300 million and production targeted for 2027-2028, Rainbow is positioned to capitalize on surging demand from electric vehicles, defense applications, and the emerging robotics sector. The company addresses critical Western supply chain vulnerabilities while China controls 95% of global rare earth processing capacity, making Rainbow a compelling investment in the transition toward strategic mineral independence.View Rainbow Rare Earths' company profile: https://www.cruxinvestor.com/companies/rainbow-rare-earthsSign up for Crux Investor: https://cruxinvestor.com
Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Uncle Sam is taking a bite out of companies left and right. Today, we're going to focus on MP Materials — the Trump administration's answer to China's restrictions on rare earth material exports to America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
MP Materials CFO Ryan Corbett shares how his firm is rebuilding America's rare earth supply chain by securing magnets for EVs, defense, and tech in a post-China world.
Uncle Sam is taking a bite out of companies left and right. Today, we're going to focus on MP Materials — the Trump administration's answer to China's restrictions on rare earth material exports to America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic importance of rare earth magnets, the national security implications of the deal, and the unique partnership forged to strengthen America's supply chain in critical mineral commodities. This episode was recorded on August 25, 2025. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. © 2025 JPMorgan Chase & Company. All rights reserved.
Is Washington becoming Wall Street's biggest investor? The “Henssler Money Talks” hosts discuss the government's latest 15% stake in MP Materials and nearly 10% in Intel, as it is taking positions in the same companies citizens invest in. We explore how the deal illustrates the CHIPS Act's impact on U.S. economic policy, combining subsidies, national security priorities, and direct investment to rebuild domestic manufacturing.Original Air Date: September 6,2025Read the Article: https://www.henssler.com/the-u-s-bets-big-on-chips-inside-the-intel-stake-and-industrial-policy-shift
After last week's pre-recorded interview, there's plenty in the financial markets to unpack—from the muted moves during the holiday-shortened week to the latest ISM Manufacturing Index and the Fed's Beige Book. We break down two weeks of market action and the economic data you don't want to miss.The NFL is back—and so is big business as the 2025–2026 season kicks off. With team valuations up 25% year-over-year to an average of $6.5 billion as of 2024, and the Dallas Cowboys setting a new record, we're looking at the dollars behind the game. From Fantasy Football to futures contracts on who will win, there's money to be made on and off the field—which raises the question: could NFL teams one day show up in your 401(k)?On the topic of football, the buzz isn't only on the field. The engagement between Taylor Swift and Travis Kelce takes the spotlight and they open the door to a financial conversation that goes far beyond celebrity gossip: prenuptial agreements. With Swift's billion-dollar empire and Kelce's multimillion-dollar career, the question isn't about romance, it's about protection. We'll dig into what prenups can do, why they're not just for the ultra-wealthy, and how couples can approach these conversations without derailing the love story.After the break, we dig into the future of U.S. capitalism. Is Washington becoming Wall Street's biggest investor? With a 15% stake in MP Materials and nearly 10% in Intel, the government is taking positions in the same companies citizens invest in. We explore what this means for free-market capitalism, efforts to secure supply chains, and whether bipartisan disillusionment with globalization is reshaping America's economic playbook.And speaking of government butting into business—it's reported that Trump personally called up Cracker Barrel, urging them to revert their logo after backlash over its redesign. We'll discuss the misstep and look at other companies that have made major branding blunders.Henssler Money Talks — September 6, 2025 | Season 39, Episode 36Timestamps and Chapters4:46: What's Driving the Markets14:27: Gridiron Gold26:47: Love Songs to Legal Clauses36:24: Sam's New Portfolio52:35: Biscuits to BacklashFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Interview with Tim Harrison, Managing Director of Ionic Rare EarthsOur previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earths-asxixr-us-attracted-to-magnet-recycler-7488Recording date: 2nd September 2025The rare earth metals market has entered a new era following China's April 2025 export restrictions on seven critical rare earth elements, creating unprecedented opportunities for alternative suppliers. Australian-listed Ionic Rare Earth (ASX:IXR) has emerged as a strategic beneficiary of this supply chain disruption through its advanced magnet recycling technology.China's export ban demonstrated its monopolistic control over materials essential for modern technology and defense applications, immediately creating supply shortages and price volatility. Ionic Rare Earth's Managing Director Tim Harrison reports the company has been "inundated on requests to access the dysprosium and terbium" from their Belfast demonstration plant, with dysprosium commanding three times Chinese quoted prices in European markets.The geopolitical catalyst has triggered massive government and corporate investment in supply chain security. The US Department of Defense invested $400 million in MP Materials, establishing a $110/kg floor price for neodymium-praseodymium, effectively doubling available prices to non-Chinese producers. Apple followed with a $500 million investment in recycling infrastructure, signaling corporate recognition of supply chain vulnerabilities.Ionic Rare Earth's competitive advantage lies in its proprietary recycling process that produces high-purity separated oxides using 85% less capital than traditional mining. The technology focuses on separating four elements representing 85-90% of rare earth supply chain value, enabling rapid deployment across multiple jurisdictions without mining permits or social license challenges.With comprehensive patent protection, strategic partnerships providing feedstock access through EMR, and government support across the US, UK, and Europe, Ionic Rare Earth is positioned to capitalize on the structural shift toward recycling-based supply chains. The European Critical Raw Materials Act mandates 25% of rare earth supply from recycling by 2030, creating additional policy tailwinds for the company's expansion strategy.View Ionic Rare Earths' company profile: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltd
Michael Reinking, Senior Market Strategist for the NYSE, recaps a busy week following Fed Chair Powell's dovish Jackson Hole remarks, which fueled a market rally and left the door open for a September rate cut. He highlights political drama around Fed independence, the U.S. taking stakes in Intel and MP Materials, and Nvidia's strong earnings that lifted the AI sector. Reinking notes the S&P 500 hitting record highs with solid August gains, while warning that September brings labor data, inflation reports, and Fed policy decisions into sharper focus.
In this deep-dive episode, Ray Powell and Jim Carouso are joined by Matthew Zolnowski, former Special Advisor at the U.S. Department of Defense and President of Greyfriars LLC, for an expert exploration of critical minerals and rare earth elements in the context of U.S.-China strategic competition. As tensions escalate in the Indo-Pacific, they examine why these "rocks" are essential building blocks for both military weapon systems and the civilian economy.Critical Minerals vs. Rare Earths: Understanding the DifferenceMatt breaks down the distinction between critical minerals (50+ commodities spanning the periodic table from antimony to zirconium) and rare earth elements (those mysterious bottom rows of the periodic table you never had to learn). He explains China's dominant position in heavy rare earth processing, particularly for permanent magnets used in defense applications, while noting that light rare earths like cerium and lanthanum—used in petroleum refining and glass polishing—remain more accessible from domestic sources like California's Mountain Pass mine.Stockpiling, Strategy, and Supply Chain VulnerabilitiesThe discussion reveals concerning gaps in U.S. defense procurement, including how electronic components bypass normal sourcing requirements, allowing Chinese rare earth magnets into submarines through hard drives, while direct magnet purchases require allied sourcing. Zolnowski details the $2 billion stockpile expansion and explains how stockpiles "buy time" rather than widgets—bridging the gap between crisis onset and Defense Production Act responses.Industrial Policy vs. Market ForcesRay and Jim probe the tension between America's traditional free-market approach and emerging industrial policy, examining deals like the MP Materials contract with its $150 million heavy rare earth separation line and EBITDA guarantees. Matt argues this represents uncharted territory, fundamentally breaking with traditional government-industry relationships as the U.S. grapples with China's strategic dominance in processing and price manipulation.Australia, Allies, and Alternative StrategiesThe hosts explore why U.S.-Australia collaboration on critical minerals has remained limited despite Australia's "periodic table on a plate" capabilities, with Zolnowski noting regulatory barriers that only recently opened Defense Production Act eligibility to Australian companies. He advocates for commodity-specific strategies rather than broad critical minerals policies, suggesting successful models like heavy mineral sands operations that diversify beyond single-commodity dependence.
In this episode of The Canadian Investor Podcast, we cover a packed week of market-moving news. We start with reports that Bain Capital may be taking Canada Goose private, with bids valuing the luxury parka maker well above its current market cap. Next, we break down Fed Chair Jerome Powell’s latest speech at Jackson Hole, where cooling growth, sticky inflation, and tariff-driven price shocks shaped the market’s outlook on rate cuts. We also look at Scotiabank’s surprising earnings beat, why their international arm is still a drag, and whether their promise of “pruning” is finally over. On the macro front, we discuss Trump’s efforts to reshape the Federal Reserve and the U.S. government’s growing trend of taking equity stakes in strategic companies like Intel and MP Materials. Finally, we wrap up with another strong quarter from Dollarama, which continues to post impressive growth while expanding globally. Tickers of stocks discussed: MP, INTC, DOL.TO, BNS.TO, LMT Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureOffshore Wind companies are now struggling, the gravy train has dried up and these companies cannot make it on their own. Trump counters China's rare earth minerals. The Federal Reserve is using interest rates to blame tariffs for the problems we are seeing the economy, soon this will end and the economy is going to boom. The [DS] is panicking and now the D's who are implicated are becoming angry and lashing out at Trump, Kash and Bondi. The Clinton Foundation has now come into focus. As the news unlocks the map is being created. The people are learning who the players are and Trump and team are giving the public time to digest each piece of information. In the end the people will know who is responsible for the Treason to this country. Economy DAVID BLACKMON: Offshore Wind's Mask Finally Comes Off On Monday, Aug. 11, 2025, Danish offshore wind giant Ørsted dropped a bombshell, notifying the market it plans a massive rights issue worth up to 60 billion Danish kroner (about $9.4 billion) to prop up its flailing offshore U.S. operations. The plan, which amounts to almost 50% of Ørsted's market cap, is a desperation move driven by the forces of reality and President Donald Trump's no-nonsense energy policies. Ørsted's stock took a nosedive in the wake of Monday's announcement, cratering as much as 31.2% in Copenhagen trading, erasing billions in value overnight. The panic comes as the company is scrambling to fund its Sunrise Wind project — a 924-megawatt eyesore off New York's coast — and shore up another 8.1 gigawatts of planned capacity through 2027. Ørsted says the cash infusion is a direct response to what it delicately calls “material adverse developments” in the U.S. market. Translated to plain English, this means Ørsted, whose normal business model would have involved selling a large minority share to investors to raise needed capital, has been unable to find any buyers as Trump's energy policy revolution takes hold. Source: dailycaller.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Rare Earths Rally After Department Of Defense Sets A Price Floor U.S. Sets New Rare Earth Price Floor to Challenge China's Dominance The United States recently escalated its efforts to reduce dependence on China by directly intervening in pricing. In mid-July, the Department of Defense struck a multi-billion-dollar deal with MP Materials, America's sole rare earth miner, guaranteeing a minimum price of $110 per kilogram for neodymium-praseodymium (NdPr) oxide. That price floor, which is nearly double the current China-based market rate of around $60/kg, aims to incentivize domestic production of the super-strong magnets used in EV motors, wind turbines, and defense systems. Officials and analysts describe the move as a game-changer for the industry. By establishing a higher Western pricing benchmark, the U.S. hopes to offset China's long-standing tactic of undercutting prices to maintain its dominance. “This benchmark is now a new center of gravity in the industry that will pull prices up,” notes Adamas Intelligence, adding that it could bolster non-Chinese producers globally. Source: zerohedge.com
We talk AGI nihilism in the Taiwan fight, combined arms breach, and Palmer Luckey's Taiwan speech. Part 2 explores Detachment 201, the evolution of the Office of Strategic Capital, and the MP Materials rare earths deal. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: Last Chance, Mary Cox https://open.spotify.com/track/3LAOSqy3DoiA1OiPxC9yMe?si=da00b16696f042f8 Learn more about your ad choices. Visit megaphone.fm/adchoices
We talk AGI nihilism in the Taiwan fight, combined arms breach, and Palmer Luckey's Taiwan speech. Part 2 explores Detachment 201, the evolution of the Office of Strategic Capital, and the MP Materials rare earths deal. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: Last Chance, Mary Cox https://open.spotify.com/track/3LAOSqy3DoiA1OiPxC9yMe?si=da00b16696f042f8 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jon Herold kicks off this Friday's Daily Herold with a personal update before diving into a mix of policy moves, geopolitical shifts, and legal bombshells. He covers Trump's new executive orders ensuring transparency in higher education admissions, halting wasteful federal grants, and guaranteeing fair banking for all Americans without political discrimination, tying in his own experiences with deplatforming. Jon examines the Department of Defense's stake in MP Materials and the rare earths race, pondering Ukraine's resources in a potential peace deal. Trump's announcement of a historic peace summit between Armenia and Azerbaijan sparks discussion on its ties to broader global negotiations. On the domestic front, Jon questions the Park Police leading a federal crime crackdown in D.C., unpacks a grand jury probe into Letitia James, and highlights a major appeals court rebuke of Judge Boasberg. Other topics include skepticism toward Project Veritas' Bill Barr claims, the DOJ's $50M bounty on Venezuela's Maduro, Stephen Moran's interim Federal Reserve appointment, and Israel's planned Gaza City takeover. With trademark humor, live chat banter, and a few sidetracks, Jon keeps the commentary sharp, candid, and deeply connected to the Badlands community.
In this podcast interview, Tavi Costa from Crescat Capital discusses the emerging bullish cycle in the metals and mining sector, highlighting several key macro trends and investment opportunities. Costa believes we are in the early stages of a long-term commodity cycle, with gold leading the way and other metals poised to follow. The discussion centers on three primary pillars: energy sources, infrastructure, and raw materials. Costa argues that the increasing electricity demand, driven by artificial intelligence and onshoring trends, will create significant opportunities in metals and mining. He emphasizes the critical need for metals to support emerging technological and infrastructure developments, particularly in the United States. A pivotal moment Costa highlights is the U.S. Department of Defense's 15% stake in MP Materials, which he sees as a recognition of strategic material vulnerabilities. This investment signals a potential shift in how governments view critical resources and mining infrastructure. Costa also discusses the potential macroeconomic trajectory, suggesting two potential paths: a deflationary shock or an inflationary era followed by a highly efficient, deflationary period driven by AI. He believes we are currently in an inflationary buildup phase that will eventually transition to increased productivity and efficiency. Regarding currencies, Costa anticipates a long-term decline in the U.S. dollar versus other currencies, driven by significant fiscal and trade deficits. He sees this as part of a broader "domino effect" of macro trends, where acceptance of risk gradually moves through different asset classes and markets. The interview concludes with Costa identifying the exploration and development phase of the mining industry, alongside emerging markets, as potentially the most asymmetric investment opportunities of his career. He encourages investors to pay attention to the interconnected nature of these macro trends and the gradual rotation of capital across different sectors and geographies.
(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Tiny rare-earth magnets are used for building phones, electric cars, and submarines, but nearly all of them are mined and made in China. One U.S. company is trying to change that. WSJ's Jon Emont spoke with MP Materials' CEO about his goals for the mine, which has now made deals with the Pentagon, General Motors, and Apple. Can this industry come back the U.S.? Jessica Mendoza hosts. Further Listening: -Why Trump Wants Ukrainian Minerals -Greenland Has Tons of Minerals. So Where Are All the Miners? Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why were bank stocks down if bank earnings were strong? And how is Nvidia back in business in China? Plus, which company did MP Materials strike a deal with this week? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why were bank stocks down if bank earnings were strong? And how is Nvidia back in business in China? Plus, which company did MP Materials strike a deal with this week? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureFrom 2004 to present day the number of first time homebuyers have been cut in half. The [CB] system works against the people. Trump is now preparing the country for the constitutional reset where he will move the country off of the fiat currency. Gold is now signaling that the fiat system is failing. The Genius Act is the key. The [DS] is playing right into Trump's trap. He has created chaos which exposes the shills and [DS] players and sets the stage for what is coming. Trump has brought attention from all sides to look at the Epstein investigation. This is part of the plan. All three movies will be playing at the same time and all of these movies are connected to the [DS] system. The people are being prepped for what is to come. Economy https://twitter.com/unusual_whales/status/1945090216793981336 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); BREAKING REPORT: President Trump Drafted Letter to Fire Jerome Powell… But Trump Says ‘Highly Unlikely' He will Fire Fed Chair It was reported on Wednesday that President Trump drafted a letter to fire Fed Chair Jerome Powell. On Tuesday evening, Rep. Anna Paulina Luna said Powell's firing was imminent. President Trump on Wednesday said it is ‘highly unlikely' he will fire the Fed Chair. Source: thegatewaypundit.com will have Complete and Total Access to the Indonesian Market of over 280 million people. In addition, Indonesia will pay the United States a 19% Tariff on all Goods they export to us, while U.S. Exports to Indonesia are to be Tariff and Non Tariff Barrier FREE. If there is any Transshipment from a higher Tariff Country, then that Tariff will be added on to the Tariff that Indonesia is paying. Thank you to the People of Indonesia for your friendship and commitment to balancing our Trade Deficit. We will keep DELIVERING for the American People, and the People of Indonesia! Apple Backs Donald Trump in Rare Earth Minerals Push by Investing $500 Million in U.S. Mine Tech giant Apple is backing President Donald Trump in a push for rare earth minerals, and is expected to announce a $500 million investment in the only rare earth mine currently operating in the United States. Apple plans to invest $500 million in the Las Vegas-based rare earth mining company, MP Materials, The White House, meanwhile, is calling the deal a “major win” for the Trump administration. “This is a huge win for the president, who has the foresight to make this issue a priority,” a senior White House official told Fox News. “Apple deserves a lot of credit for stepping up. It's good for the country, good for American workers, and it'll prove to be good business, too.” “Other companies should take notice,” the White House official added. The deal also includes building a new recycling facility in Mountain Pass, California, which will reportedly reprocess materials from used electronics to be used in future Apple products. Moreover, Apple and MP Materials plan to build another facility in Fort Worth, Texas, to create magnets that will be used in the tech giant's products, as well as other electronics around the world, sources told Fox News. Apple has previously announced significant expansions to its manufac...
Plus: Apple strikes a $500 million deal to buy rare-earth magnets from U.S. supplier MP Materials. And, Tesla's top North American sales executive leaves the company amid slump. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
President Trump announced a new trade deal with Indonesia, while Treasury Secretary Scott Bessent said the formal search for Fed Chair Jerome Powell's successor has begun. Plus: Nvidia shares rose after the White House said the company will be able to sell artificial intelligence chips to China. And, MP Materials struck a $500 million deal with Apple. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why did the latest back-and-forth between President Trump and Elon Musk affect Tesla shares? And what food-industry deal news gave WK Kellogg a bump? Plus, why did a Pentagon investment lift shares of rare-earths miner MP Materials? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why did the latest back-and-forth between President Trump and Elon Musk affect Tesla shares? And what food-industry deal news gave WK Kellogg a bump? Plus, why did a Pentagon investment lift shares of rare-earths miner MP Materials? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for a Friday Headline Brief packed with the top stories shaping America and the world. John Kerry Admits “Trump Was Right” on Border Policy Former Secretary of State John Kerry shocked Democrats by telling the BBC that his party was wrong to allow the southern border to be "under siege" under President Biden. Kerry stated that enforcing border laws is essential to national sovereignty and that Trump's stance was not discriminatory, but correct. Federal Judge Blocks Trump's Citizenship Order for Babies of Illegal Aliens A New Hampshire judge issued a nationwide injunction on Trump's executive order denying citizenship to foreign babies born in the U.S. The White House called it an unlawful workaround of the Supreme Court's recent ruling, while some argue it may force the Court to address the issue head-on. Texas Flood Aftermath: Delayed Alerts and Cloud Seeding Concerns With the death toll reaching 120, Trump and the First Lady visit the region. Governor Abbott calls for better emergency alert systems after reports of 90-minute delays. Meanwhile, scrutiny mounts over Rainmaker's cloud-seeding operations, with Bryan reminding listeners that geoengineering remains an unpredictable and powerful force. Pentagon Buys $400M Stake in Rare Earths Firm to Break China's Grip The U.S. Department of Defense is investing in MP Materials to boost domestic production of rare earth magnets. The move is part of a broader push to reduce dependence on China and prepare for increasing demand driven by AI and defense needs. U.S. Army Quadruples Order for Patriot Missile Interceptors The Army increases its planned order from 3,000 to 14,000 Patriot interceptors due to active deployments in Israel, Ukraine, and the Pacific. However, the U.S. still depends heavily on China for critical minerals used in production. AI Pushes Students Back to Blue Books as Brainpower Declines Schools across the U.S. are returning to handwritten Blue Books as teachers combat AI-assisted cheating. MIT research shows students using AI had lower brain activity and memory retention. Bryan says this is a win for education—and a warning about overreliance on technology. Israel Confirms Trump's Iran Strike Buried Uranium Stockpiles Israeli intelligence reports with high confidence that Operation Midnight Hammer entombed Iran's enriched uranium at key nuclear sites. Only Isfahan may be partially recoverable, and confirmation from on-ground sources is pending. U.S. Bans Mexican Beef Imports as Screwworm Threat Nears Border Trump shuts down Mexican cattle imports due to the spread of flesh-eating screwworms, which now sit just 370 miles from the U.S. border. The parasite has spread northward through illegal migration and cartel-driven cattle movements. Argentina's “Milei Miracle” Gains U.S. Tariff Support Capitalist President Javier Milei revives Argentina's economy with deregulation and deep spending cuts. A preliminary trade deal with the U.S. may eliminate tariffs on 80% of Argentine exports, helping fight socialism in South America. Netherlands and U.S. States Prove School Phone Bans Work A Dutch study finds major academic and social gains from banning student cellphones. Similar results are being reported in Republican-led U.S. states, with some Democrat governors now joining the effort. Colorado Cannabis Products Mislabel THC Content Nearly half of marijuana flower products tested in Colorado were mislabeled for THC potency, with average strength now three times higher than in the 1980s. The unregulated market raises mental health and addiction concerns. MIT Creates Brain-Controlled Prosthetics for Amputees MIT unveils a bionic leg integrated into human tissue that responds to brain signals. Veterans and civilians report dramatic improvements in movement, stability, and emotional well-being. "And you shall know the truth, and the truth shall make you free." – John 8:32
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Trump has sent out new tariff letters, the world is about to change, he is hitting the [CB] system hard and is reversing what they had in place. The US is taking back control of the production of coal and rare earth minerals. Trump hits Powell again, Bernie Moreno calls for Powell to resign. The [DS] is in a panic, investigations have begun and one will lead to another. The conductor is Obama and all the investigation will lead back to him. It has now come out that Epstein worked for the CIA, was the [DS] using Epstein to blackmail people in the US around the world and were they working with foreign governments, most likely yes. The storm is forming and all the treasonous acts are coming together to create the perfect storm. Economy https://twitter.com/KobeissiLetter/status/1943046253232713988 25% 12. Japan: 25% 13. South Korea: 25% 14. Brunei: 25% 15. Moldova: 25% 16. Philippines: 20% These tariffs are set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs. Trump also says there will be no further tariff pause extensions. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); 50% TARIFF will reverse the Biden Administration's thoughtless behavior, and stupidity. America will, once again, build a DOMINANT Copper Industry. THIS IS, AFTER ALL, OUR GOLDEN AGE! Trump Administration Takes Stake in Rare Earths Firm In Move To End China's Control The Trump administration is deepening its effort to sever U.S. reliance on Chinese rare earth supplies, committing $400 million in equity financing to MP Materials Corp. as part of a broader plan to expand domestic production of rare earth magnets used in advanced weapons systems and industrial technologies. The Department of Defense will acquire a newly issued class of preferred stock in MP Materials, convertible into common shares, along with warrants to purchase additional equity. Following the transaction, which is expected to close Friday, the Pentagon will become the company's largest shareholder, with a potential stake of about 15%, according to MP Materials. The deal also includes a 10-year commitment by the U.S. government to support pricing and demand for domestically produced rare earth magnets. The Defense Department has guaranteed the purchase of 100 percent of the output from a planned magnet manufacturing facility—dubbed the “10X” plant—at a minimum price of $110 per kilogram for neodymium-praseodymium (NdPr), a key rare earth alloy used in missile guidance systems, fighter jets, and electric motors. The U.S. imported roughly 70 percent of its rare earths from China in 2023, according to the U.S. Geological Survey. The push to reshore the supply chain gained urgency during the trade war launched by President Trump, when Beijing threatened to restrict rare earth exports. Source: breitbart.com Political/Rights https://twitter.com/dogeai_gov/status/1943128485758706090 of America's livestock and food supply. https://twitter.com/HansMahncke/status/1943139533572252007 https://twitter.com/DataRepublican/status/1943147963074711683 AND THERE IT IS: California Governor Gavin Newsom Announces Funding for New ‘Multifamily Rental Hou...