Podcasts about Outlook

A look at Forward Industries' strategy leveraging Solana's ecosystem with Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani. Speaking with CoinDesk from Solana Breakpoint, Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani discusses the biggest news from the event, including major financial firms launching tokenized products on the network. He explains how Forward Industries is actively leveraging Solana's thriving DeFi ecosystem to generate yield—a strategy fundamentally different from bitcoin treasury models, and reveals his prediction for the inevitable consolidation of digital asset treasury companies. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

A look at Forward Industries' strategy leveraging Solana's ecosystem with Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani. Speaking with CoinDesk from Solana Breakpoint, Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani discusses the biggest news from the event, including major financial firms launching tokenized products on the network. He explains how Forward Industries is actively leveraging Solana's thriving DeFi ecosystem to generate yield—a strategy fundamentally different from bitcoin treasury models, and reveals his prediction for the inevitable consolidation of digital asset treasury companies. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

Your Nebraska Update headlines for today, Dec. 15, include: more than 3000 people will lose their jobs when Tyson Foods beef processing plant in Lexington shutters in January, Nebraska Huskers and Creighton Bluejays both fall in NCAA Elite Eight volleyball matches, Nebraska Legislature's Executive Board recommends expelling Sen. Dan McKeon, Nebraska Supreme Court revives lawsuit over Creighton University's COVID-19 vaccine mandate, state leaders warn rural broadband funds could be left unused.

Market news for December 15, 2025: Asian markets drop with Wall Street as tech fears revive; Bank of Japan expected to hike rates on Friday; Ringgit’s outperformance set to extend next year on AI boost; Thai baht is too strong, impacting economy, finance minister says. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Pada podcast Berani Berinvestasi kali ini, kita akan membahas informasi menarik di balik sektor consumer saat ini. Sobat Genvest penasaran kan dengan pembahasannya?Bersama Sharon Natasha, Retail Research Analyst CGS International Sekuritas Indonesia dan Joanne Ong, Research Associate Sector - Consumer CGS International Sekuritas Indonesia, yuk simak info selengkapnya di Podcast Berani Berinvestasi #127 di Spotify dan Youtube CGS International Sekuritas Indonesia!Tambah semangat investasimu dan mulai berinvestasi saham bersama kami, hubungi Whatsapp Centre 0815-1074-8305 atau 150330 dan kunjungi www.cgsi.co.idDisclaimer: bit.ly/disclaimer-cgsiid#CGSInternational #CGSI #CGSID #PodcastBeraniBerinvestasi #SobatGenvest #AkuInvestorSaham

The Make UK/BDO quarterly manufacturing outlook survey for the final three months of 2025 shows a bit of seasonal cheer - exports, investment and domestic demand remain positive, but the prospects for the New year are not brilliant.  As Jonty Bloom explains in this latest podcast.

Victor Wembanyama returns in heroic fashion to power San Antonio past Oklahoma City and give them only their second loss of the season.  Plus, the NBA rule that MUST be changed for next year.Jalen Brunson becomes only the 3rd player to drop 40 in Cup play as Orlando had no answers for the new-look Knicks.Then, we look ahead to a fascinating San Antonio vs New York Cup Final. Join Dunc'd On Prime! It's the only place to get every episode with Nate & Danny, plus every pod with John Hollinger & Nate as well!Subscribe on YouTube to get Dunc'd On Clutch Calls, Real Video Scouts, and more.Or, sign up for our FREE mailing list to get Dan Feldman's Daily Duncs with all the major topics around the league twice a week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode combines the Franklin Public Radio news briefing spots for the week of December 14, 2025. The outlook for the week ahead Dec 14 through Dec 20, 2025The look back at the week that was Dec 7 through Dec 13, 2025 --------------The text and links referenced can be found at Franklin Matters Weeklyhttps://www.franklinmattersweekly.org/2025/12/tis-season-to-wrap-things-up-literally.html --------------We are now producing this in collaboration with Franklin.TV and Franklin Public Radio (wfpr.fm) or 102.9 on the Franklin area radio dial. This podcast is my public service effort for Franklin but we can't do it alone. We can always use your help.How can you help?If you can use the information that you find here, please tell your friends and neighborsIf you don't like something here, please let me knowAnd if you have interest in reporting on meetings or events, please reach out. We'll share and show you what and how we do what we doThrough this feedback loop we can continue to make improvements. I thank you for listening.For additional information, please visit Franklinmatters.org/ or www.franklin.news/If you have questions or comments you can reach me directly at shersteve @ gmail dot comThe music for the intro and exit was provided by Michael Clark and the group "East of Shirley". The piece is titled "Ernesto, manana" c. Michael Clark & Tintype Tunes, 2008 and used with their permission.I hope you enjoy!------------------You can also subscribe and listen to Franklin Matters audio on iTunes or your favorite podcast app; search in "podcasts" for "Franklin Matters"

Join Chris Welsh and Andrew Erickson as they tackle your questions LIVE on Discord every Thursday at 2 PM EST at fantasypros.com/chat. Timestamps: (May be off due to ads) Intro - 0:00:00 Playoff Sit/Start Decisions - 0:02:13 Michael Wilson’s Outlook - 0:06:56 Flex Options - 0:08:01 Tyler Warren vs. Isaiah Likely - 0:11:26 Tough RB Benching Decision - 0:13:35 Looking For Upside - 0:15:31 FantasyPros My Playbook - 0:19:06 Punting Playoff Spot For Draft Position in Dynasty - 0:19:59 Comparing Playoff Schedules - 0:25:26 Drake Maye vs. Joe Burrow - 0:33:34 Tough Flex Decisions - 0:35:00 QB Upside Options - 0:36:30 Terry McLaurin, Tet McMillan, or RJ Harvey - 0:40:02 FantasyPros on Twitch - 0:45:13 More Flex Decisions - 0:46:16 Zach Charbonnet vs. Tony Pollard - 0:48:58 Consolation Playoff Bracket WR Options - 0:50:18 Deep RB/Flex Options - 0:52:43 Seahawks vs. Texans DST - 0:57:09 Filling WR/Flex Spots + Justin Jefferson’s Outlook - 0:59:03 Outro - 1:01:48 Helpful Links: Hard Rock Bet - All lines provided by Hard Rock Bet. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Hard Rock Bet and make a $5 bet and you'll get $150 in bonus bets if you win. Head over to Hard Rock Bet, sign up and make your first deposit today. Payable in bonus bet(s). Not a cash offer. Offered by the Seminole Tribe of Florida in FL. Offered by Seminole Hard Rock Digital, LLC, in all other states. Must be 21+ and physically present in AZ, CO, FL, IL, IN, MI, NJ, OH, TN or VA to play. Terms and conditions apply. Concerned about gambling? In FL, call 1-833-PLAYWISE. In IN, if you or someone you know has a gambling problem and wants help, call 1-800-9-WITH-IT. GAMBLING PROBLEM? CALL 1-800-GAMBLER (AZ, CO, IL, MI, NJ, OH, TN, VA) My Playbook - Sync your league instantly to My Playbook to get custom advice on how to manage your team throughout the season. See your league’s top available players, power rankings, and more for free! Check the “Are They Playing” tool each week to get the latest game-day availability odds for all injured players. If you’re premium – you unlock all kinds of helpful waiver, trade, lineup and league analysis tools. You can even auto-start your team’s optimal lineup each week with Auto-Pilot. Sync your league and dominate every week of the season with My Playbook at fantasypros.com/myplaybook or on the FantasyPros App Follow us on Twitch - The team here at FantasyPros is taking questions all week, every week on Twitch. Follow us on Twitch at twitch.tv/fantasypros and never miss a stream! Discord – Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chat Leave a Review – If you enjoy our show and find our insight to be valuable, we’d love to hear from you! Your reviews fuel our passion and help us tailor content specifically for YOU. Head to Apple Podcasts, Spotify, or wherever else you get your podcasts and leave an honest review. Let’s make this show the ultimate destination for fantasy football enthusiasts like us. Thank you for watching and for showing your support – https://fantasypros.com/review/ BettingPros Podcast – For advice on the best picks and props across both the NFL and college football each and every week, check out the BettingPros Podcast at bettingpros.com/podcast, our BettingPros YouTube channel at youtube.com/bettingpros, or wherever you listen to podcastsSee omnystudio.com/listener for privacy information.

The Saturday Edition of the Good Morning Football Podcast looks back at the Bears loss and what it means moving forward. With the Chiefs fading, is there a team that could take control of the AFC in the future? Plus, the Colts bring back Philip Rivers but how will he look on the field? The Good Morning Football Podcast is part of the NFL Podcast NetworkSee omnystudio.com/listener for privacy information.

Dec 12, 2025 – Wall Street buzzes with anticipation as Jim Puplava interviews Craig Johnson, Chief Technical Analyst at Piper Sandler, about the market's future. With the S&P 500 nearing Johnson's “bullseye” target and investors hungry for...

Should fantasy managers be nervous about Devonta Smith's outlook? Who are some under-the-radar wide receivers who could be league-winners in the fantasy playoffs? JJ talks about those questions -- and more -- on this week's mailbag episode. Make sure to check out LateRound.com to subscribe to the free newsletter. Want to get weekly and rest-of-season rankings while accessing the amazing Late-Round community on Discord? Become a Late-Round member today.See omnystudio.com/listener for privacy information.

Boomer wants the Jets to trade up for a QB, comparing prospect Fernando Mendoza to Trevor Lawrence as the team debates winning-versus-losing for a better pick. The fallout from a controversial Falcons win features an angry Todd Bowles blaming his players, a sad Travis Kelce reflecting on a tough season, and Nick Sirianni firmly answers the idea of benching Jalen Hurts.

Dec 11, 2025 – Seeking a rigorous, data-driven perspective on the U.S. economic outlook? Lauren Saidel-Baker of ITR Economics explores the key macroeconomic themes for 2026 including the data center buildout, inflationary headwinds...

Oracle and Broadcom worries hit tech stocks. Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, breaks down the week's wild market action. BTIG's Robert Drbul gives his top consumer picks—and catalysts—for 2026. Growing speculation around a potential SpaceX IPO with Daniel Hanson of Neuberger Berman. Netskope CEO Sanjay Beri talks the company's first earnings report as a public company. Wells Fargo analyst Jason Kupferberg on the fintech setup heading into 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Matthew Bannister onIain Douglas-Hamilton, the zoologist who devoted his life to the study and conservation of African elephants.Vera Weisfeld, the businesswoman whose chain of What Every Woman Wants stores offered fashion designs at bargain prices.Frank Gehry, the architect best known for his flamboyant designs for the Guggenheim Museum in Bilbao and the Walt Disney Concert Hall in Los AngelesMartin Parr whose celebrated colourful photographs showed the messy details of British life.Producer: Ed Prendeville Assistant Producer: Ribika Moktan Researcher: Jesse Edwards Editor: Glyn TansleyArchive used The Late Show, BBC Two, 11/11/1992; Imagine… Frank Gehry: The Architect Says "Why Can't I?", BBC Two, 25/08/2015​; The John Tusa Interview, BBC Three, 09/01/2005;​ The Simpsons – "The Seven-Beer Snitch", Created by Matt Groening, Directors: Matthew Nastuk, David Silverman; Writers: Bill Odenkirk, Daniel Chun; Production companies: Gracie Films, 20th Century Fox Television; 8/05/2025; This Cultural Life: Martin Parr, BBC Radio 4, 10/04/2023​; Britain in Focus: A Photographic History – Series 1 Episode 3, BBC Four, 21/01/2020​; I Am Martin Parr, BBC Four, 01/09/2025​; The Natural World: Ivory Wars, BBC Two, 01/09/2025​; Encounters with Animals: Last Stand in Eden, BBC Two, 08/10/1989​; Encounters with Animals, BBC Two, 15/08/1980​; Outlook, BBC World Service, 02/12/2010​; Millionaires, BBC One, 17/12/1990; Reporting Scotland 2019: What Everyone Wants, BBC One Scotland, 23/11/2019​; What Every Woman Wants had all the clothes for women at Christmas 1985, UK ADS Uploaded to YouTube 27/12/2023

Surpluses in 2025 are expected to widen further into 2026 and 2027, as global oil supply is projected to outpace demand—expanding at three times the rate of demand growth through 2026, before slowing to about one-third of that pace in 2027. This dynamic is likely to exert downward pressure on oil prices. However, the magnitude suggested by market imbalances is unlikely to fully materialize in practice. Adjustments are expected on both the supply and demand sides; however, the greatest burden of rebalancing will almost certainly fall on supply.   Speakers:  Natasha Kaneva, Head of Global Commodities Research  Greg Shearer, Head of Base Precious Metals Research   This podcast was recorded on December 12, 2025.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5120230-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

How did investment banking clients navigate a year of uncertainty, and what's next for dealmaking and capital markets? In this episode, Dorothee Blessing, Global Head of Investment Banking Coverage, is joined by Anu Aiyengar, Global Head of Advisory and M&A, and Kevin Foley, Global Head of Capital Markets. Together, they break down the forces that shaped 2025—from cautious optimism and strategic adaptation to the surge in mega deals and the transformative impact of AI. Looking ahead, they share actionable insights on M&A, IPOs, private capital, and global market trends that will define opportunities and risks in 2026. Tune in for expert perspectives on building resilience, seizing growth, and preparing for the future of investment banking. This episode was recorded on December 8, 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.

Stock market update for December 12, 2025.

Financial Revelations with David Szafranski – Latest Episode Welcome to another episode of Financial Revelations with David Szafranski! We've got giveaways, mission updates, market commentary, and David's outlook for the year ahead.

This week, we sit down with our CIO, Till Christian Budelmann, to discuss the bank's Outlook 2026. Read also the latest Market Commentary by Till Christian Budelmann here.DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

In this podcast episode, Dr. Jonathan H. Westover talks with Laura Maffucci about G-P's 2025 World at Work Report and the outlook for 2026. Laura Maffucci is G-P's Head of HR, overseeing the global workforce, talent, and employee experience with a people-first mindset. She values diversity of thought as essential for a healthy workspace. In her 20+ year career in HR, Maffucci has spoken on global and national platforms about compensation, employee well-being and mental health. She's a staunch advocate for the employee experience and creating a culture of inclusivity. Maffucci is passionate about the future of work, normalizing the value of work everywhere, and enabling employees globally to be their best selves and add value wherever they go and whatever they do. Check out all of the podcasts in the HCI Podcast Network!

Solana predictions with Founder and Managing Partner of SkyBridge Capital, Anthony Scaramucci. Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital and author of the new book Solana Rising, joins CoinDesk Live from Solana Breakpoint in Abu Dhabi to lay out his prediction for the Solana ecosystem. He explains why Solana is poised to become a core layer for global tokenization, his belief that SOL will flip ETH in market cap, and how regulatory clarity (or lack thereof) in the U.S. will affect the next cycle. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

(00:00) Zolak & Bertrand start the show with Albert Breer of SI and MMQB as they break down the Patriots vs. the rest of the AFC.(11:04) The crew dives into their outlook for Patriots-Bills on Sunday.(22:39) We take a bunch of calls on the Patriots and a few different stories around the NFL.(30:04) The guys finish the hour by getting Breer's thoughts on the controversial Isaiah Likely no TD call.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Solana predictions with Founder and Managing Partner of SkyBridge Capital, Anthony Scaramucci. Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital and author of the new book Solana Rising, joins CoinDesk Live from Solana Breakpoint in Abu Dhabi to lay out his prediction for the Solana ecosystem. He explains why Solana is poised to become a core layer for global tokenization, his belief that SOL will flip ETH in market cap, and how regulatory clarity (or lack thereof) in the U.S. will affect the next cycle. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

Mike Baudendistel interviews Rick LaGore, CEO, InTek Logistics, Inc., on the current rail intermodal market dynamics and outlook for the domestic intermodal industry. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Heath Terry, Citi's Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom's results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche Bank Wealth Management, on his 2026 market outlook and the strengthening dollar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Confluence's official 2026 Outlook anticipates a reacceleration of the economy next year and a low risk of recession. Three of the co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez, Advisory Director - Market Strategy Bill O'Grady, and Associate Market Strategist Thomas Wash, join the podcast to examine the main themes of Confluence's expectations and discuss how investors can utilize an outlook piece such as this to review the big picture: where they've been, what the new year has in store, and how they might prepare for it.

This episode breaks down Indiana's historic Big Ten Championship win over Ohio State, the tactical turning points in the game, and what it means for the College Football Playoff picture. Host Noah Drury and guest Tyler Danberg analyze Ohio State's red zone struggles, Indiana's defensive dominance, and how the Hoosiers became the No. 1 seed. The conversation also dives into major coaching moves across the Big Ten, including Penn State hiring Matt Campbell and the turmoil surrounding Michigan's unexpected head coaching vacancy. The episode closes with a look at playoff matchups, bowl game previews, and why the Miami-Notre Dame-Alabama debate left fans divided heading into postseason play.This episode is sponsored in part by TicketSmarter:Use promo code LWOS10 to receive $10 off purchases of $100 or moreUse promo code LWOS20 to receive $20 off purchases of $300 or moreThink smarter.  TicketSmarter

12/10 Full Show

Jonathan Jayarajan (Head of European Equity Research Product) and Benjamin Goy (Head of European Financials research) discuss the likely trajectory of the banks sector following strong performance over recent years.

On today’s episode of the podcast, Navy SEAL Jason Redman shares powerful lessons from combat, leadership, and surviving one of the most devastating injuries in modern warfare. From Hell Week to geopolitical threats like China and Afghanistan, Jason breaks down the mindset needed to overcome anything.Timecodes (Episode #149):0:00 - Intro0:26 - Orange Sign on the Door5:06 - Jason Redman's Four Principles14:53 - Tasting the Patriot Seltzer38:40 - How Bad Is Hell Week41:38 - Third Day Expectations1:04:07 - China Is Coming for Us1:12:41 - Operation Red Wing Experience1:18:45 - Jason’s Bad Decision1:25:29 - Afghanistan’s Outlook on America1:29:08 - Afghanistan Will Harm Us for Decades1:33:29 - Obama’s Apology Tour1:35:19 - China Is Our #1 Threat1:43:27 - September 13, 20071:44:49 - Jason Redman's Injury Story1:55:54 - Stay Away to Stay Alive2:09:13 - Everyone Gets Ambushed in Life2:10:51 - What He Thought About While Dying2:17:50 - Trauma Is Like a Dragon2:23:55 - Highest High / Lowest LowFollow Jason RedmanInstagram: https://www.instagram.com/jasonredmanww/Patriot Seltzer: https://www.patriotseltzer.com/Follow The John Rondi ShowTikTok: https://www.tiktok.com/@johnrondipodcastInstagram: https://www.instagram.com/johnrondipodcast/Spotify: https://open.spotify.com/show/7xuYMlfFAXUfReoHKGHjb6?si=e13220a9830e4463Apple Music: https://podcasts.apple.com/us/podcast/the-john-rondi-show/id1670365515Follow Uncle SteveInstagram: https://www.instagram.com/unclesteve35/TikTok: https://www.tiktok.com/@unclesteved/Follow John RondiInstagram: https://www.instagram.com/johnrondiTikTok: https://www.tiktok.com/@johnnyrondi#podcast #johnrondi

The bank consolidation logjam broke in 2025, with several banks, including large regionals, inking major deals amid an accelerated pace for approvals. While that may reflect both pent-up deal flow and a rush to get transactions done in a favorable environment, on the latest episode of the ABA Banking Journal Podcast, Paul Davis notes that the rush is forcing everyone in the market to pay attention and be ready. Davis discusses how these factors, as well as the underlying forces driving consolidation, the capital markets environment and credit conditions will shape the mergers and acquisitions outlook throughout 2026.

Interview with Alex Walker, CEO, East Star ResourcesOur previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-driving-towards-near-term-copper-production-in-kazakhstan-4519Recording date: 9th December 2025East Star Resources (LSE: EST) has established a distinctive development model for junior mining companies, securing strategic partnerships that fund exploration and production while maintaining significant equity positions across multiple copper and gold projects in Kazakhstan.The company's approach centers on two major partnerships that fundamentally alter its capital structure. Endeavour Mining, a FTSE 100 company, has committed $5 million over two years with potential for an additional $20 million, while simultaneously taking an equity position to become East Star's largest shareholder. The joint venture targets tier-one gold discoveries of 3+ million ounces, with Endeavour carrying East Star through to prefeasibility studies on successful projects where the company retains 20% ownership.Separately, Hong Kong Shanghai Mining Services - an EPCM contractor that has built over 500 processing plants globally - will fully fund development of the Verkhuba copper deposit to production. East Star retains 30% ownership of the 20 million ton resource grading 1.2% copper without contributing additional capital, with production targeted for 2027-2028.CEO Alex Walker explained the strategy addresses fundamental challenges facing junior explorers: "You can spend a few million dollars per target and not have enough to show for it." The partnership structure allows East Star to advance multiple projects simultaneously while achieving cash flow neutrality in 2026 through management fees and partner funding.The company maintains 100% ownership of three porphyry projects and the Rulikha VMS deposit, which hosts a 500,000+ ton copper equivalent exploration target based on digitized Soviet drilling data. This retained optionality provides leverage to future copper price movements and additional partnership opportunities.Kazakhstan's reformed mining code, modeled on Western Australia's first-come-first-serve system, combined with extensive infrastructure including smelters, railways, and concentrators, provides what Walker describes as "the cheapest place in the world to dig a hole." Recent entry by Ivanhoe, Rio Tinto, and First Quantum validates the jurisdiction's emerging status as a strategic copper-gold province.Learn more: https://www.cruxinvestor.com/companies/east-star-resourcesSign up for Crux Investor: https://cruxinvestor.com

In this episode of the AgNet News Hour, commodity expert and fourth-generation farmer Nick Foglio of Foglio Commodities delivers one of the most insightful breakdowns of California agriculture heading into 2025. From hay and forage markets to dairy economics, water uncertainty, and the global forces shaping local prices, Foglio explains why producers across the Central Valley and Imperial Valley are facing unprecedented volatility. He covers early-season pricing standstills, the impact of the latest CDI milk price drop, and the ripple effects that global commodity shifts have on feed markets. Foglio also provides a grounded outlook on the upcoming almond season, forecasting a more realistic 2.5–2.75 billion pounds—far below early, panic-inducing estimates. He discusses land values, long-term crop investment strategy, and the pressures younger farmers face in today's ag economy. The conversation expands into broader issues affecting California's future, including water planning, housing affordability, fire prevention, and the need for stronger leadership. Packed with real-world experience and no-nonsense analysis, this episode is essential listening for farmers, dairymen, ag professionals, and anyone who wants to understand the fast-changing landscape of California agriculture.

This week Rob and Ryan are excited to be joined by returning friends Kerry and Brian Kijewski from Outlook on Radio Western, along with their “BF” – Barry Toner – for a wide‑ranging, funny, and thoughtful conversation about intersectionality, the damage of pity‑based charity marketing, “hero vs. helpless” narratives, and why most people actually live somewhere in the messy middle. It's a great hour of conversation that is part thought provoking, part empowering, and all real.   Show Transcript https://atbanter.wordpress.com/wp-content/uploads/2025/12/at-banter-podcast-episode-447-real-talk-with-the-kijewskis-and-barry.pdf Show Notes Outlook on Radio Western https://podcasts.apple.com/ca/podcast/outlook-on-radio-western/id1527876739 Kay Consulting https://kayconsulting.ca/ AT Banter is brought to you by Canadian Assistive Technology, providing sales and training in Assistive Technology and Accessibility with over 30 years of knowledge and experience. Visit them online at www.canasstech.com or call toll-free 1-844-795-8324 or visit their Assistive Technology Showroom at 106 – 828 West 8th Avenue, Vancouver. Need repairs on your device? Chaos Technical Services offers service and support on almost any piece of Assistive Technology, while also providing parts and batteries. Visit them online at www.chaostechnicalservices.com or call 778-847-6840.

Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve talks about the US dollar's near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also discusses how these trends will impact major currencies like the euro, yen, pound, and renminbi.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve shares his thoughts on AI's transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, and diversified platforms.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve discusses his approach to digital assets, highlighting their permanence, diversification benefits, and recommends a cautious 2% portfolio allocation for most investors.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality managers and disciplined portfolio construction.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

The Cover 3 crew is back to break down the latest news around the college football world. The boys discuss the Heisman trophy finalists and preview some buzz around the transfer portal. (00:00:00) - Intro  (00:02:20) - Heisman Trophy Preview  (00:20:50) - Day Trading Danny (00:45:00) - Notre Dame Thoughts  (00:50:00) - Transfer Portal Preview Cover 3 is available on Apple Podcasts, Spotify and wherever else you listen to podcasts.  Visit the betting arena on CBSSports.com for all the latest in sportsbook reviews and sportsbook promos for betting on college football. Watch Cover 3 on YouTube: https://www.youtube.com/cover3 Follow our hosts on Twitter: @Chip_Patterson, @TomFornelli, @DannyKanell, @BudElliott3 For more college football coverage from CBS Sports, visit https://www.cbssports.com/college-football/ To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ 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

Matt Parrino and Ryan Talbot discuss the Bills' injury outlook ahead of this weekend's showdown with the Patriots with the division on the line. Is Ed oliver getting close? What about the status of Joey Bosa, Spencer Brown, Terrel Bernard, & Josh Palmer? The guys discuss that and more. Love SHOUT? Want to buy some swag to support the show and get decked out in our official gear? Check out the brand new "SHOUT!" store for apparel, headwear and much more! ⁠https://sportslocker.chipply.com/SHOUT/store.aspx?eid=405259&action=viewall What is the "SHOUT!" Bills text insiders? Want to join? You can get analysis from Matt and Ryan right to your phone and send texts directly to them both! Text 716-528-6727 or Click here: https://joinsubtext.com/c/shoutbuffalobills Sign up for the NYUP Bills newsletter! Don't miss all the Bills coverage. Head over to www.Syracuse.com/newsletters to start getting your Bills stories and the podcast delivered right to your inbox. The "SHOUT!" Buffalo Bills football podcast is available on Apple, Spotify, Google, Stitcher, and wherever you listen to podcasts Follow @MattParrino (⁠https://x.com/MattParrino⁠) and @RyanTalbotBills (⁠https://x.com/RyanTalbotBills⁠) on X Find our Bills coverage whenever you consume social media Instagram: http://www.instagram.com/buffalobillsnyup Facebook: http://www.facebook.com/buffalobillsnyup⁠ X: ⁠https://x.com/billsupdates Learn more about your ad choices. Visit megaphone.fm/adchoices

Jay Knight, managing member of Templar Development and co-founder and chair of the Georgia Residential Land Development Council (GRLDC), joins Host Carol Morgan on the Atlanta Real Estate Forum Radio podcast to discuss Georgia's housing challenges, including affordability, land-use policy and strategies to support first-time homebuyers. Housing Affordability Challenges Knight said, “70% of Georgians who would like to buy a house cannot afford one.” Affordability remains a central concern across Georgia. Rising construction costs, high interest rates and restrictive zoning have constrained the supply of homes for first-time buyers. Knight highlights one municipality where public employees earning an average of $54,000 could afford only a home priced around $206,000. Yet the market offered just 13 homes under $250,000, most of them older modular units. Where are the “missing middle” options? These smaller, attainable homes often bridge the gap between entry-level and higher-end properties but are difficult for homebuyers to find. Zoning restrictions often prevent these homes from being built, delaying household formation and limiting wealth-building opportunities for younger buyers. While demand is strong, builders face restrictions on where they can place this product. The margins may be solid, but accessing the land needed to make these homes profitable often discourages newer builders from pursuing them. “‘Can you just build a smaller house?' That's not always an option,” Knight said. “A neighborhood may have zoning conditions that don't allow smaller homes.” GRLDC and Legislative Advocacy GRLDC was founded to address shared industry challenges and promote access to quality, affordable housing across Georgia. A key initiative is House Bill 812, which aims to streamline permitting processes and reduce unnecessary delays. In many jurisdictions, development approvals can take up to a year, limiting supply and increasing costs. HB 812 calls for shorter review timelines and clearer procedures, which could significantly increase the number of lots available without compromising safety standards. Knight highlights the value of collaboration between private developers and local governments to advance housing affordability concerns. When municipalities actively engage developers in shaping policy, practical and effective solutions often emerge. Renting vs. Buying High rents present a barrier for prospective homeowners. While renting can provide flexibility, it often limits the ability to save toward a down payment. Knight explains that increasing housing supply and allowing more flexibility in lot and home sizes could ease rent pressures and expand homeownership opportunities for working Georgians. “The answer to everything in housing is supply,” Knight said. “If we had enough supply and flexibility in house size, it would create pressure on apartment owners to lower rents and give more Georgians—especially younger ones—the option to buy a home.” Education Through Build Baby Build Knight also hosts the Build Baby Build podcast, an educational platform for the residential development community. Episodes address issues facing today's homebuyers and work to bridge the gap between industry expertise and public perception. The goal is to help listeners better understand the operational and financial factors that shape housing affordability. A recent episode examined the “land-light strategy” used by many builders. Despite national claims that large builders hoard land and worsen the affordability crisis, Knight said the opposite is true. Knight said, “They want to be light on land and on time for the delivery of houses.” Outlook for Georgia Housing Despite ongoing challenges, Knight expressed cautious optimism about Georgia's housing future. Growing attention to affordability issues—among policymakers and community leaders—signals a willingness to address long-standing obstacles. Knight said efforts such as HB 812 could streamline permitting and reduce regulatory delays, potentially doubling the number of lots brought to market in the near term. Tune into the full episode for deeper insights into Georgia's housing affordability challenges and the policy solutions shaping the future of development. For more information about Templar Development, visit www.Templar-Dev.com. About Templar Development Templar Development is a residential land development and general contracting firm specializing in planning, entitlement, acquisition and construction of new home communities across Georgia and Alabama. The team brings more than 46 years of combined experience and has overseen the development of over 10,000 homes and more than 50 communities. Podcast Thanks Thank you to Denim Marketing for sponsoring Atlanta Real Estate Forum Radio. Known as a trendsetter, Denim Marketing has been blogging since 2006 and podcasting since 2011. Contact them when you need quality, original content for social media, public relations, blogging, email marketing and promotions. A comfortable fit for companies of all shapes and sizes, Denim Marketing understands marketing strategies are not one-size-fits-all. The agency works with your company to create a perfectly tailored marketing strategy that will suit your needs and niche. Try Denim Marketing on for size by calling 770-383-3360 or by visiting www.DenimMarketing.com. About Atlanta Real Estate Forum Radio Atlanta Real Estate Forum Radio, presented by Denim Marketing, highlights the movers and shakers in the Atlanta real estate industry – the home builders, developers, Realtors and suppliers working to provide the American dream for Atlantans. For more information on how you can be featured as a guest, contact Denim Marketing at 770-383-3360 or fill out the Atlanta Real Estate Forum contact form. Subscribe to the Atlanta Real Estate Forum Radio podcast on iTunes, and if you like this week's show, be sure to rate it. Atlanta Real Estate Forum Radio was recently honored on FeedSpot's Top 100 Atlanta Podcasts, ranking 16th overall and number one out of all ranked real estate podcasts. The post Attainable Homes, Smarter Development: Breaking Down Georgia's Affordability Gap appeared first on Atlanta Real Estate Forum.

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

Jasmine Crockett's launch ad did exactly what it was designed to do: dominate the conversation. It's a sparse spot — just Donald Trump's voice calling her “low IQ” while she slowly turns to camera and smiles—but the message is unmistakable. She's positioning herself as the fighter, the foil to Trump, the progressive star ready-made for the national stage. Whether you think the ad is brilliant, asinine, or somewhere in between, the confidence behind it is unmistakable. This is a politician who believes the moment belongs to her.And the moment may actually be hers. Crockett's entrance triggered the first major domino: Colin Allred is out. Allred saw exactly what was coming: a three-way field in which he was slowly slipping into fourth place, with poll numbers showing Crockett and state representative James Talarico dramatically outpacing him. In politics, you can bow out early or you can be forced out late. Allred chose the former and retreated to a reelection bid for his House seat. It was one of the rare cases of a politician reading a bad hand correctly before the stakes got worse.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.That leaves the primary as a one-on-one: Crockett versus Talarico. And Talarico's opening move — a polite welcome video directed at Crockett — landed with a thud. If Crockett walks into a room like a lightning bolt, Talarico walked in like a guidance counselor. He cannot afford to make this a personality contest. Crockett thrives in personality contests. If he wants to win, he has to make this about message, not magnetism. The question haunting Texas Democrats for years — can a centrist survive a primary built to reward progressives? — will finally get an answer.Democrats dreaming of flipping Texas understand the trap. Yes, Crockett is electrifying. Yes, she's a rising star. But statewide politics in Texas is still shaped by a conservative-leaning bloc of independents who view her as too far to the left. Early polling from the University of Houston and Texas Southern University shows both Crockett and Talarico losing to Attorney General Ken Paxton. Paxton, who was impeached by his own staff, dogged by scandal, and widely regarded as too extreme even by many Republicans. Yet he leads both Democrats by narrow margins.That tells you everything about the strategic stakes. If Democrats nominate a progressive firebrand, even a wounded Republican like Paxton becomes viable. And the fear for Democratic strategists is simple: the moment Crockett wins the nomination, a large number of center-right independents will default to whoever the GOP nominates. That's the shadow hanging over her rise. Her path to the nomination is the clearest. Her path to victory in November may be the hardest.Republicans: A Primary That Shouldn't Be Close, But IsOn the Republican side, the Senate primary is turning into its own demolition derby. For months, John Cornyn seemed secure: the senior statesman, the institutional favorite, the known quantity. But recent polling shows Cornyn clinging to a razor-thin lead over Paxton, with Representative Wesley Hunt sitting as a serious third-place contender. Hunt's entry infuriated the Cornyn team, and with good reason — Hunt is young, popular, and ideologically aligned with the party's post-Trump base in ways Cornyn simply isn't.Paxton, meanwhile, remains the wildcard. He survived impeachment by leaning entirely on his loyalty to Trump, and the MAGA base has rewarded him for it. Trump is widely expected to endorse Paxton, and the only mystery is whether he gives Hunt a co-endorsement. Either way, Cornyn is not getting Trump's blessing, and if you are a Texas Republican trying to win a statewide primary without Trump's blessing in 2026, you are playing football with no helmet.As filing deadlines pass and the field locks in, Republicans now find themselves with the one candidate Democrats most want to face — and simultaneously the only candidate who might actually beat them.If both primaries break the right way, Texas could get the most entertaining political matchup in modern state history: Jasmine Crockett versus Wesley Hunt. Two young, charismatic Black lawmakers representing opposite poles of America's political identity, both natural performers, both eager brawlers. They could fill AT&T Stadium for a debate. They might try. And I would pay to see it.But beneath the spectacle is the deeper truth: Texas politics is in flux. Both parties are being reshaped by their loudest wings. Both are terrified of nominating the wrong candidate. Both primaries could create general-election vulnerabilities neither side fully understands yet. We're watching political identity evolve in real time.And for once, Texas isn't just a red state or a blue target. It's the center of the storm.Chapters00:00:00 - Intro00:02:19 - Texas Senate Races Heats Up00:17:29 - Update00:19:29 - Republican Healthcare Bill00:22:22 - Ghislaine Maxwell Record Release00:24:03 - Tariff Bailouts00:26:07 - Bill Scher on Dems' 2026 Outlook and More00:58:23 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe