Podcasts about policymakers

Over the course of just a few months, artificial intelligence has become one of the most central issues, and one of the most fraught issues, in the relationship between the United States and China. Policymakers in Washington and in Beijing simultaneously worry about which country's tech sector has the advantage and wonder whether the search for advantage will itself lead to catastrophe for both countries and everyone else. Recent bilateral meetings, including the one last week between U.S. President Donald Trump and Chinese President Xi Jinping, have yielded only minimal progress toward cooperation—agreement to start talking about talking about AI. Kyle Chan is a fellow at the Brookings Institution. Helen Toner is executive director of Georgetown University's Center for Security and Emerging Technology. Both fairly uniquely combine deep knowledge of AI and deep knowledge of China, which they bring to their work in Foreign Affairs and beyond. Dan Kurtz-Phelan spoke with Chan and Toner about how the two countries think and approach AI, with real differences as well as some new convergences; what it means to compete; and what it will take for the United States and China to find some way to reduce the biggest risks. You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

Rising oil prices and higher bond yields are keeping inflation concerns front and centre, pushing US Treasury yields to their highest level since 2007. The AI investment boom remains in focus, highlighted by NVIDIA's record buyback announcement and Anthropic's S-1 filing, a precursor to an eventual IPO. Policymakers continue to balance inflation and growth concerns, with Australia tightening policy further and China signalling fresh support for its slowing economy. Carsten Menke, Head of Next Generation, talks about the need of large cities to adapt to climate change, creating a very appealing structural growth outlook for the infrastructure and buildings value chains.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:00) - Adapting to a warmer world: Carsten Menke, Head of Next Generation Research (10:48) - Closing remarks: Bernadette Anderko, Product & Investment Content £Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：Are teenagers growing dimmer?The latest global school tests reveal shocking new declines正文：Every three years the OECD, a club of mostly rich countries, releases the results of international school tests sat by 15-year-olds all across the world. There were reasons to hope that the latest data, published on September 8th, would bring positive news. Marks in mathematics, reading and science had collapsed in the previous round of testing, which was carried out just after the pandemic. Policymakers dared hope that, with the calamity well in the past, grades might start to rebound.知识点：sit /sɪt/ v.（sat 为过去式/过去分词）英文释义：sit (v.) means to take an examination本义为"坐、就座"，英式考试语境核心义为**"参加（考试）、应考"**（本文特指：tests sat by 15-year-olds 中 sat 为过去分词作后置定语，意为"由全球15岁学生参加的那些测试"；第3段the tests are sat in only four rich provinces 再次以被动形式出现）核心搭配：sit an exam、sit a test、sit one's A-levels、sit for a qualification、be sat by candidates・She is sitting her final accountancy exams in November.她将于十一月参加会计资格的结业考试。・Thousands of candidates sat the entrance test under tightened security.数千名考生在加强安保的条件下参加了入学考试。【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

Recent warnings about the possible existential threats some say AI may pose to humanity have led to heightened debates about how we should address these concerns. Policymakers are now more seriously weighing what actions from both government and business are needed to reassure a nervous public that AI is safe, reliable, and helpful. In this episode, Darrell West is joined by fellow Brookings colleagues Tom Wheele and Bill Galston to discuss potential paths forward and what they mean for both safety and competition. Hosted on Acast. See acast.com/privacy for more information.

Are financial crises really impossible to predict? Harvard economist Andrei Shleifer argues that the warning signs are often visible long before a crisis erupts. Rapid credit growth, deteriorating lending standards and unusually narrow credit spreads can all point to growing fragility—yet investors and policymakers repeatedly struggle to act before it is too late. In this live episode of Central Questions, Shleifer joins former Riksbank Governor Stefan Ingves to discuss why credit cycles matter so much for the economy, why sophisticated investors move together during booms, what economic models missed before the 2008 financial crisis, and whether authorities should intervene before they are certain a crisis is coming. They also discuss private credit, behavioral finance, the difficulty of timing markets, and why preventing a crisis can be politically harder than cleaning one up afterwards. Guest: Andrei Shleifer is the John L. Loeb Professor of Economics at Harvard University Host: Stefan Ingves, former Governor of the Riksbank and Senior Fellow at Swedish House of Finance Topics: Andrei Shleifer, Stefan Ingves, financial crisis, financial crises, credit cycle, credit boom, 2008 financial crisis, behavioral finance, financial stability, private credit, economic crisis, banking crisis, credit markets, central banks, systemic risk, Harvard economics, Swedish House of Finance

By some measures, there is more war in the world today than at any point since World War II. Today's wars have brought a level of destruction, disruption, and global risk that would have been hard to imagine not long ago, often in places where such combat seemed a thing of the past. Policymakers once again worry about nuclear use, and military planners once again contemplate war between great powers, including the United States and China, and NATO and Russia. And all of this comes as the Trump administration dismantles key pieces of the international system and technology scrambles expectations about how wars start, unfold, and end.  No one has left a greater mark on our understanding of wars past and present than Lawrence Freedman. Freedman has written a slew of definitive books on military strategy and history, and he has offered some of the most penetrating analysis of Iran, Ukraine, and more, in Foreign Affairs and elsewhere. He is emeritus professor of war studies at King's College London.   Dan Kurtz-Phelan spoke with Freedman on Monday, September 14, about the course of today's conflicts; about what is and is not changing in the nature of war; and about why policymakers, military officers, and strategists so often start wars based on bad assumptions—and how those bad assumptions explain some of the biggest calamities in global security today.  You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

In 1985, a Supreme Court of Canada decision (B.C. Motor Vehicles) about driving with a suspended licence helped transform Section 7 of Canada's Charter of Rights and Freedoms into a powerful tool of judicial review. But did the Court decision go too far?Section 7 protects life, liberty, and security of the person, but says these rights may only be limited in accordance with the “principles of fundamental justice.” In B.C. Motor Vehicles, the Supreme Court expanded the meaning of those principles beyond procedural fairness, opening the door to greater judicial scrutiny of the substance of legislation itself.Since then, Section 7 has played a central role in cases involving prostitution, assisted suicide and euthanasia, supervised drug consumption, and more recently, disputes over homeless encampments and bike lanes. What began as a relatively narrow Charter provision has become an important source of judicial power over public policy.This week, Mark Mancini, assistant professor of law at Thompson Rivers University and a Senior Fellow at MLI, and Asher Honickman, a civil, constitutional, and public law litigator in Toronto, join MLI's Deputy Director of Domestic Policy, Peter Copeland, on Inside Policy Talks to discuss the landmark case and its lasting impact on Canadian constitutional law.

A new report from the Government Accountability Office looked at workers receiving Medicaid and SNAP and found many are employed, often full time, and frequently work for large employers. We'll discuss what the data show, and what conclusions they do and don't support, with Kathy Larin, Director on the Education, Workforce and Income Security team at the Government Accountability Office. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Janice Ochenkowski about her leadership, her career path, serving in RIMS External Affairs and later as RIMS President. They discuss the September 11, 2001 terrorist attacks, the loss of lives, and the impact the attacks had on life in the U.S. Justin and Janice talk about Janice's role in passing the Terrorism Risk Insurance Act (TRIA). They also address the financial and housing crisis of 2007-2008. Janice relates her testimony before Congress on various matters over the years, and how her RIMS leadership held her in her employment. Listen for wisdom on adapting and changing with the times, and using leadership opportunities to help your business as you move your risk career forward.   Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. We will be joined by former RIMS President Janice Ochenkowski. [:35] Janice will discuss how her time on the RIMS Board and as RIMS President helped ensure the passage of TRIA, the Terrorism Risk Insurance Act, in the aftermath of the 9/11 terror attacks. [:49] There will be plugs later on, and we will learn about Janice's fascinating career, but I wanted to address the fact that this episode is being released on September 8th, 2026, a few days before the 25th anniversary of the 9/11 terror attacks in the U.S. [1:10] Before we get started, I'd like to welcome back RIMS's Chief Executive Officer, Gary LaBranche, to say a few words. [1:18] Message from Gary LaBranche: 2026 marks a quarter-century since terrorist attacks on the United States killed nearly 3,000 people, injured many more, and impacted the lives of millions. [1:30] This RIMScast podcast provides the opportunity to reflect on the lives lost and the lasting impact of this tragedy on survivors, families, friends, first responders, and everyone who witnessed that horrendous day and has borne its burden over the past 25 years. [1:51] The events of 9/11 also revealed the best in human nature, such as the warm, welcoming affection shown by Canadians when U.S.-bound flights were diverted to Gander, Montreal, Vancouver, Halifax, and other locations in the aftermath of 9/11, as we learn in this podcast. [2:11] RIMS played a leading role in crafting and passing the Terrorism Risk Insurance Act (TRIA), which established an insurance backstop in the event of a future large-scale terrorist attack on America. [2:24] RIMS is working right now on bipartisan legislation in both the U.S. House and Senate to reauthorize TRIA. As we commemorate this day, let us rededicate ourselves to the important work that risk management does to make the world safer, more secure, and more sustainable. [2:46] On with the Show! Here to provide a brief history of RIMS's collaboration with members of Congress and the global insurance and risk management community is Janice Ochenkowski. [2:59] Janice was RIMS President in 2007, and as we will learn in this episode, she had a colorful career with RIMS and with Jones Lang LaSalle, a commercial real estate property owner. [3:13] Her RIMS participation prior to her presidency was instrumental in helping her get TRIA passed by Congress, so there's a lot to learn today … Let's get to it! [3:23] Interview! Janice Ochenkowski, welcome to RIMScast!  [4:04] Janice joined the Chicago Chapter of RIMS, not understanding the larger RIMS organization. She became an active member and an officer. She was President of the Chicago Chapter the year that Chicago member Art Bostwick was RIMS President. [4:55] Janice says Art was a good mentor for her. He encouraged her to follow in his footsteps to be national president. She laughed, but many years later, she did. [5:20] Janice started her risk management career in 1980; she joined the RIMS Chicago Chapter in '82 or '83. After moving through the chairs in the Chicago Chapter, she became a delegate to the RIMS Conference, started working in various committees, and moved into leadership. [5:47] Janice was elected to the Board, took on responsibilities for different chairs, and ended up in charge of Government Affairs. [6:01] Lance Ewing, the President at the time, asked the Board what roles they wanted to take. Janice said she would do anything except legislative stuff, because she didn't know anything about it. He burst out laughing, and suddenly that was her mandate. [6:31] Janice says she absolutely loved it. Jim McIntyre, who was RIMS's Washington Counsel, was a phenomenal mentor. He prepared her to testify, prepared her for meetings, and explained who she was going to meet and how it was going to work, and so on. [6:53] Janice says, from there, I went into a few other responsibilities and ended up as the President. [7:10] Janice started her career in 1980 at LaSalle Partners in real estate and financial services. There were 150 employees operating in six states. Because of Federal regulations regarding their pension work, they needed a full-time risk manager. [7:35] The legislation said they needed a risk manager but didn't explain what the risk manager needed to do. Janice had been teaching high school, and she wanted to move into business. [7:47] Janice interviewed through an employment agency with a variety of companies, and decided LaSalle Partners sounded interesting and it would be a good platform for her to get some experience and then move on. [8:02] Thirty-eight years later, she was still there, and retiring. When she retired, there were 90,000 employees in 100 countries. Janice had 17 full-time staff, globally, working for her. [8:20] Janice says LaSalle Partners started as a privately held company. Janice was one of the partners. It became a corporation and, after acquisitions, merged with Jones Lang Wootton, a UK real estate organization, and became Jones Lang LaSalle. [9:17] Janice says her career was a wild ride. She says she never could have imagined the experiences she had, the friendships she made, and the things that she learned and had opportunities to do, through her company and through RIMS. [9:36] Janice says she was able to draw links between the benefits of RIMS and the business of her business. When she went to board meetings, they asked how her RIMS work was going. She showed that being in leadership at RIMS helped her company to achieve its goals. [10:27] Janice says, when she started at RIMS, there were the local chapters, and then there were industry groups. The real estate industry group was extremely active. It was populated by very experienced real estate risk managers. They served as mentors to anyone coming on. [10:47] The group met not only during RIMS, but also in New York, in the fall, outside of the RIMS conference. Eventually, Jones Lang LaSalle supported the group's meetings and allowed them to use JLL buildings and support from technology to go forward. [11:07] Janice says, when she was going to a RIMS conference, she asked the JLL Board if there was anything they wanted her to focus on when meeting up with risk managers of their clients and vendors. [11:33] Over time, she didn't have to ask. They asked her, if you're going to your RIMS meeting, talk to this person. See if you can find out about this issue. There was connectivity between what Janice did at RIMS and supporting JLL. [12:10] Justin asks what Janice taught in high school. It was English and French. She can still speak un petit peu of French. She enjoys opportunities to speak to people in French and ordering from French menus. As a teacher, she wanted something different and moved into business. [12:42] Justin says that in over 400 RIMScast episodes, Janice might be the first guest who went from teaching and transitioned over to insurance. Janice says making lesson plans and executing them is good training for business. [13:07] Janice says she learned how to explain things. She had to translate insurance into real estate speak for JLL. She had to take real estate speak and translate it into insurance speak for underwriters and brokers. [13:22] Janice was comfortable speaking to groups because she had been speaking to unruly teenagers and getting them under control. Talking to a bunch of business people, who at least pretended to be interested, was a piece of cake. Janice says it was fun, and a good transition. [13:55] Justin brings up Janice's time as the Director of Government Affairs for RIMS. She became chair of what is now known as the RIMS External Affairs Committee. Lance Ewing nudged her into the role in the late 1990s. Then the September 11 terrorist attacks happened. [14:40] Janice says that one thing that's missing from most recollections is the immediate impact that the 9/11 terrorist attacks had. Before 9/11, there was the general perception that our borders were safe; there wasn't going to be an attack on U.S. soil. [15:15] When we saw the towers burning, when the plane went down, when the Pentagon was hit, that illusion was shattered. There was fear. We didn't know if this was the first of an aerial attack. Janice was on the 70th floor of the Aon Building, so it was a real concern for her. [15:40] Janice says, we didn't know if there was going to be an invasion or similar attacks around the country. To develop good risk management practices, the first thing you have to do is define the risk. [15:53] Janice says, we couldn't define the risk. The only thing we could do immediately was respond to the situation. She was thinking more with her Jones Lang LaSalle hat than with her RIMS hat. The entire leadership and spouses were on the West Coast doing strategic planning. [16:20] Janice says most of them operated in the Midwest and the East Coast. They had to get back, but there were no planes, no trains, and no transportation. They tried to get rental cars. So did everyone else in the world. [16:50] When they couldn't get more rental cars, they went to a used car lot and bought vans, station wagons, and whatever they could find where couples could travel together to similar places. When they got to where they were going, they sold the cars. That's how they got back. [17:15] Janice says, meanwhile, our technology folks were setting up hotlines: one hotline to figure out where people were. We had people traveling or on vacation. We didn't know where they were, and there was very limited communication. Phone lines and internet were down. [17:45] We set up a hotline. Every employee was required to call in every day for a couple of weeks, identifying where they were, whether they needed help getting back to their home, and what other resources they might need. The hotline helped them to get those resources. [18:06] The second hotline was for families. Families called that line if they were unable to reach their loved one. If the employee had called the hotline, JLL could tell the family where the employee was, how things were going, when they might get home, and take note of needs. [18:26] Janice says that's what was happening on the home front, away from the immediate needs in each of these 9/11 sites. It was only after that that you could settle back and think strategically about what it meant on a broader basis, and that's when she put her RIMS hat on. [18:49] Justin guesses that at the time, Jones Lang LaSalle had thousands of properties across the U.S., with millions of square feet. So there is the security risk at those buildings, as well. Janice agrees, absolutely. [19:04] Janice says people focus on New York and D.C., but in Kansas, Nebraska, and all around the country, everyone was in shock and preparing for the worst. [19:26] Janice says she remembers sitting on the 70th floor of the Aon Building, once they let everyone in, after a few days. There were windows all around, and her window looked out onto Lake Michigan, where all the military patrols were, over the lake. [19:52] Janice clearly remembers many times over the next several weeks sitting there and suddenly seeing a black helicopter rise into view. She could see the pilot's face, and she waved. Then it would descend. She says it was reassuring but also scary. [20:30] Justin asks about the hotlines. Janice says Jones Lang LaSalle did things collaboratively. If Technology was working on something, they brought in Risk, Legal, and HR, and they all sat down and figured it out. They were all a part of whatever strategy was needed. [20:55] Janice was involved. She was an important member of the Security Team and the Safety Team, and was involved even in the aftermath, coming up with ways in which to strengthen and protect their buildings. [21:08] People were worried about chemicals being thrown into the ventilation. So they came up with ways to protect that while still letting air into the buildings. What to do to allow people back in. All of those things had to be considered, for safety and for the practical effect on operations. [21:33] A Quick Break! Many fantastic RIMS events are coming up in 2026. The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026. Visit ChicagolandRiskForum.org for more information. [21:46] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. The agenda is live, and registration is open. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [22:02] Save the dates: October 18th through the 21st. In Quebec City, we will be hosting the 50th Annual RIMS Canada Conference. Booth sales are open, and sponsorship opportunities are still available. Visit RIMSCanadaConference.ca for more information. [22:24] Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, with a new episode every month. [22:32] The RIMS ERM Conference 2026 will be held on November 19th and 20th in Columbus, Ohio. Registration is open. Visit RIMS.org/ERM2026. [22:46] We're already looking to RISKWORLD 2027, which will be held over four days in New Orleans, Louisiana, from April 18th through the 21st! RISKWORLD 2027 Registration is open to organizational, individual, and associate RIMS members. [23:04] Get first access to the hotel block. Hotel reservations open on October 28th, ahead of public registration. Sitting this out is the real risk! The link to registration is in this episode's show notes. [23:17] Let's Return to Our Interview with Former RIMS President Janice Ochenkowski! [23:41] Janice says she needed to wear her RIMS hat almost immediately. She says everyone realized that there was "innocuous" language in all policies that said terrorist acts were covered. [23:57] There were no limits, sublimits, or deductibles. It was standard coverage because no one expected it to be a real issue. Then it was. There was an immediate concern as they looked at what their total exposure was. [24:14] There was the concern about what to do for new policies. There was a moratorium on policies, as there always is after a particular crisis. When they were reissued, that language was removed. That might not seem like a problem for organizations with no real risk. [24:35] Janice says, in the risk management area, there were covenants in our client contracts, from language pulled from insurance policies, that now we couldn't satisfy that requirement. We were in violation of our contract. [24:54] Janice says the more critical issues were loan agreements and mortgages. Lenders required terrorism insurance. They weren't going to take that out after 9/11. We were faced with a terrible conundrum. We were in violation of our loan agreements. [25:16] Janice says nobody moved quickly to foreclose on any of those things, but it was hanging over our heads. Unsuccessful efforts to renegotiate were going on, all across the country. Congress was absolutely unwilling to become the Federal program for terrorism. [25:39] Janice says Congress refused to consider it being another flood insurance program because that wasn't going too well. Insurers started trying to figure things out and made some limited amounts of coverage available. [25:55] At one point, globally, there was $10 million of terrorism coverage available. $10 million didn't satisfy anybody's loan requirement. Ultimately, it went up to $25 million, but it was still a problem. [26:24] Organizations like the Real Estate Round Table, RIMS, and other groups formed coalitions. Jim McIntyre was very helpful. He had contacts in all those groups. He inserted RIMS wherever he could. [26:49] JLL saw the basic need for what Janice was doing at RIMS, so she had carte blanche to go to Washington whenever she needed to work on these matters. These groups were able to explain to Congressional aides and the business press what things meant, in plain English. [27:33] Januce says, you tell them, this building goes into foreclosure, and the guy running the coffee shop doesn't have a job anymore. Development and construction totally stop. Nothing was being built. That impacts all the trades and unions, so they joined the coalition. [27:57] Unions became activists because their members, who thought they had jobs starting over the next several months, were now sitting on their hands with nothing to do. Small businesses set up around the potential sites had nothing happening. [28:18] Janice says there was a financial impact from that decision by insurers. It wasn't a faulty decision; they had shareholders. [28:33] Ultimately, after long discussions and negotiations, Janice testified before the President's Working Group on Terrorism, and before Congress, and met with Congressional Aides who were working on various bills, and was able to assist in passing TRIA. [28:58] TRIA wasn't perfect, but what it did was bring together the three major parties who had the most skin in that game and gave each of them a relative amount of financial responsibility in what happened. [29:12] These parties were the policyholders, with huge deductibles; insurance companies, with caps and reasonable premium allocations for risks, and the Federal Government, which came in after tens of millions of dollars had been paid out and criteria were met. [29:45] The Federal Government wasn't being capricious, or taking first-dollar risk, but was a backstop, so that there wouldn't be financial ruin and we wouldn't have a lot of bankruptcies. Imperfect as TRIA was, it solved a problem. [30:06] Janice says there have been several reauthorizations, and it has been tweaked each time to meet the issues and criteria that had to be met. Justin asks about cyber and forms of terrorism that may not be physical acts of terrorism. [30:31] Janice mentions the NBCR, for Nuclear, Biological, Chemical, and Radiological threats. It raised the issue, and there were risk management processes that were able to minimize those risks. [30:49] One more Quick Break! RIMS, The Foundation for Risk ManagementTM, is dedicated to shaping the future of the profession. By making a contribution, you are strengthening the global risk management community and investing in the future of the industry. [31:09] The Foundation also supports the Spencer Educational Foundation but has a different mission. The Foundation focuses on providing opportunities for those professionals who have already decided to enter risk management and are just getting started. [31:23] You can learn more about the Foundation by visiting www.RIMS.org/FRM.  While you're there, be sure to check out information about the Susan Meltzer Scholarship Fund, which was established to honor Ms. Meltzer, who was RIMS President in 1999 and 2000. [31:42] Susan Meltzer was a cherished RIMS President and contributed so much to RIMS and the greater risk community. Learn more at RIMS.org/FRM. [31:51] Let's Return to Our Interview with Former RIMS President Janice Ochenkowski. [32:12] Janice says meeting with Congressional Aides and Policymakers on Capitol Hill was intimidating the first hundred times she did it. You're walking into these buildings that you've only seen photographs of. You're going into the offices. [32:24] Jim McIntyre had explained to her that Congressional aides have a lot of power over the bills and the language in the bills. The Congresspeople they work for look to these aides to be their technical resource. [32:42] While some people were angry that they couldn't meet with the principal; they were only going to meet with the staff, but you want to meet with the staff. [32:57] The staff will take the time to sit down with language and work with you on it, and you'll have a better chance of impacting things by developing relationships with them. It worked very well. Some of the work Janice did with Jim before 9/11 really helped. [33:22] There was some insurance legislation that was going on. Aides did not understand what it meant. Janice ran a lunch program for the aides and taught them the basics of insurance. She bought pizzas for them. Now, you can't do that because you can't buy them lunch. [33:44] Janice says they were coming to learn. Many of them were thankful because it gave them an understanding of what people were talking about and why certain things mattered. We had built some groundwork before TRIA. It helped because I already knew some of the aides. [34:00] There were already relationships. They were willing to sit down and talk with us. We were the voice of the insurance buyer. Previously, when insurance matters were discussed on the Hill, insurance companies and brokers were lobbying. This time, it was the voice of the buyer. [34:29] Janice says, We were constituents. We represented industries and organizations that were in their respective districts. Our voice became an important voice, distinct from the insurance industry. It reinforced RIMS's importance and raised our visibility on the Hill. [34:58] In 2004, Janice testified before a Senate Government Affairs Subcommittee on Insurance Brokerage Regulation regarding TRIA. Janice says, walking in, she was overcome with a sense of history. The panel was people she had seen on C-SPAN. [35:26] Janice says she was terrified she would say something wrong, that it would come out backwards, and that she would embarrass RIMS, JLL, and herself. She was used to speaking in public, but this was just different. It all went well in the end. [35:55] Janice says she had a prepared statement. Then there were five-minute questions and answers. Janice says there is a clock counting down, and when it gets to one minute, it starts flashing. She says it was a little unnerving and she stuttered a few times. [36:33] Janice says they interrupt your five minutes with questions, so your time is less. You're supposed to summarize what your position is and what you're testifying for. When you're on a panel, it's not the same as when they're conducting a hearing, accusing you of wrongdoing. [37:02] Janice says the Congress Members are trying to get information and a few sound bites to send home. It's not antagonistic. They're not trying to trip you up on anything. Once you become accustomed to it, the next time is a little easier, because you're relaxed. [37:29] In 2006, Janice appeared before the House Subcommittee on Financial Services about Insurance Modernization. Janice says it was a topic that she had a lot of comfort in speaking about. She wasn't quite as nervous about getting the facts mixed up or totally blanking. [38:05] Janice says she was part of a panel of five or six people. It's for an hour or so. They might pause if somebody has to take a call. [38:36] Janice became RIMS President soon after. [38:52] In 2012, Janice returned to Capitol Hill for a hearing before the Subcommittee on Insurance, Housing, and Community Opportunity of the Committee on Financial Services in the U.S. House of Representatives. [39:08] Janice says she always spoke in RIMS's capacity. JLL did not do any lobbying. JLL joins groups, like the Real Estate Round Table, RIMS, and other groups that represent their interests. [39:36] Janice says that for the 2012 visit she had a greater comfort level. It was on an issue she was comfortable with: broker compensation. It was easier to discuss. She still had the same anxieties about being in Congress, in that room, with all the history, speaking to icons. [40:23] Justin says that TRIA was eventually passed. It's been reauthorized a couple of times. It has made a difference for companies and for society, at large. Janice says it raised RIMS's profile in the eyes of the others who were participating and testifying. [40:46] Janice says RIMS got a lot of press. The Wall Street Journal and the business press, in addition to insurance publications, presented information about RIMS. On a corporate level, when Janice's name was printed in association with JLL, clients asked about it. [41:18] Janice says, with things like TRIA, or general insurance questions, clients would go to their risk managers and ask them to contact me to get information. This delighted JLL because it was a closer client relationship. JLL had an initiative to provide specialist experts for clients. [42:23] Janice says if you go before Congress, the most important thing is to do your homework. Even if you're comfortable with public speaking, don't expect you can ad-lib to a Committee. Prepare, prepare, prepare, and understand the pros and cons. Practice with potential questions. [43:06] Janice practices loudly to learn what word combinations she stumbles over. Then she removes them from her presentation. She says when you're more prepared, you're more self-confident. That makes you a better presenter. Justin says, also, rehearse in different places. [44:29] Janice takes a somewhat formal draft and then "Janicizes" it. She writes it in a way that's more conversational, as she would speak, rather than reading something formally. That makes you more comfortable, so you're a better presenter. [45:22] Janice says it seems that everybody knows when it's time to pass the baton to the next generation. She loved what she did, and she did it well; she was open to new ideas, but she was standing in the way of the next generation of leaders moving forward. She didn't want to do that. [45:55] Janice says that people with new ideas, generational ideas, who could relate to what's coming up, need to be allowed to move forward. [46:12] Janice says, think about what's happening in Washington. People need to move aside to let a new generation of leaders come in. Otherwise, you're missing that energy and enthusiasm of a new group of leaders. That's life. You move away and let the new guy in. [47:05] Webinars: On September 17th, AXA XL returns to present the session, "Beyond the Loss Count: What Property Claims Reveal About Frequency, Severity, and Resilience." [47:16] On October 1st, Brown and Brown will make their RIMS Webinar debut with "The Future of Captives: What Risk Managers Should Think About Now." [47:26] On October 8th, Global Risk Consultants will present "The 2027 Risk Agenda: 10 Engineering Priorities Risk Leaders Should Act on Now." [47:35] On October 15th, Verisk Maplecroft will lead the session, "Beyond the Horizon: Turning External Risk Into Decision-Ready Insight." [47:44] On October 22nd, Zurich will present "Cybercrime, Fraud and AI: Real-World Threats and Practical Defenses for Business Leaders." [47:53] Origami Risk will return on October 29th with a topic that will be announced soon. [47:58] On November 5th, Riskonnect returns to deliver the session, "Signal Over Noise: Smarter Risk Analytics." [48:05] RIMS Certification Week will be held from September 21st through the 25th. All three webinars are complimentary for all and are available through the Webinars Page on RIMS.org/Webinars. [48:21] Let's Conclude Our Interview with Former RIMS President Janice Ochenkowski! [48:34] Justin says Janice became RIMS President during the housing and mortgage crisis of 2007-2008. Janice says it's something risk managers need to think about. When there is a crisis, you don't step away from it; you step into it. You show leadership.  [49:17] Janice says she was able to help resolve something that was one of the most critical issues at that time. At the beginning, the financial crisis focused on AIG and its vulnerability to bankruptcy, and what that meant to the entire insurance industry. [49:47] Janice says it was really difficult because AIG was a major insurer for almost every large corporation in the U.S. and globally. Suddenly, senior board members were wondering if their claims in process would be paid. Will AIG go bankrupt, and what will happen to those claims? [50:15] They wondered if they should cancel their policies mid-term and underwrite with someone else, and if so, who? What will the financial impact of that be? Boards were coming to risk managers with those questions. Janice had those questions herself. [50:35] Janice says we were totally unprepared to answer them. We didn't have any more information than you were reading in The Wall Street Journal. Janice and the phenomenal RIMS staff put together a series of podcasts, the first of which was in three weeks. [50:59] Janice says they got sponsors and speakers. They contacted experts in various areas and senior executives at the major insurers, including AIG, and insurance brokerages. They were willing to sit and talk to their clients and to be shown as thought leaders in the area. [51:20] Janice says at the time there were 1,000 talking heads saying what should be done, but there were very few facts. You can't form a good risk management response to anything until you have facts; until you have data you can rely on and move forward with. [51:50] Janice says RIMS strove to provide facts. When they did the podcasts, they did not only invite RIMS members. They sent invitations to the C-Suites of major corporations. They told The Wall Street Journal and other business publications they were running these podcasts. [52:06] There was a series of podcasts. People tuned in. They were interested. RIMS established credibility with the information they provided. RIMS gave them tools and told them what to think about and consider, and what the ramifications could be, and let them decide for themselves. [52:55] Janice says that it seemed to be a popular series, and it raised RIMS's profile within the general business community and the C-Suite, even in areas that didn't have dedicated risk managers who reported to the C-Suite. It was one of the most important things RIMS did. [53:25] Janice says, then they went to Congress and talked to them about solvency and more. Also, Janice says they kept in touch with Congressional staff between meetings. The key to relationships on the Hill is meeting with aides. Many move from one Congressperson to another. [53:49] You keep up the relationships, and that gives your organization credibility. You're there consistently. Once an aide called and asked her to help define risk management for a piece of legislation. They had no real idea. She helped them craft something reasonable but not onerous. [55:14] Justin brings up the RIMS Annual Legislative Summit. They have a presence on Capitol Hill every year. It's a two-day or two-and-a-half-day event, so members who attend can get onboarded, know their talking points, and know the issues. Janice elaborates on preparation. [56:15] Janice says the Legislative Summit brought a lot of people from local RIMS chapters into the External Affairs Committee. That was a good pipeline. [56:31] Justin says his experience in 2018, for the reauthorization of the National Flood Insurance Program, was everything Janice mentioned. There was a small card with talking points, there was a rehearsal, coaching from professional lobbyists, and industry leadership. [57:10] Justin says it was a great experience. They met with aides, brought maps, and showed flood zones. They had the talking points down, and it was effective. It was one of the best experiences he could have had as a new RIMS staff member. It was excellent. [57:59] Justin remarks that Janice was the right person for the job. Her experience at Jones Lang LaSalle was terrific. Janice was a lifer. She retired in 2018, after 38 years. [58:46] Janice says risk management has certain basic things, but you have to evolve with the times. You can't resist change; you have to look at change as an opportunity. [59:00] If you're a smart risk manager, you're going to lean your company into that opportunity. Janice says, when people were working in her generation of RIMS, it wasn't unusual to spend a career at one or two companies. There was stability. You didn't need to leave to be promoted. [59:26] Janice became a Partner. When they were incorporated, she became an officer. When she ended her career, she was an Executive Vice President and part of the Global Operating Team, which set strategies for all JLL businesses. They reported directly to the Board. [59:51] Janice says risk management had a fairly high profile. New risk officers may not have that opportunity because the business world is demanding that you move every three to five years to get promoted. [1:00:23] Janice says whatever works for you and your organization and helps you move forward is what your personal strategy needs to be. Janice says, not only those who died in the towers, in the Pentagon, and in the field, but those who walked away with scars, visible and invisible. [1:00:40] Justin takes a moment to address and honor everyone who lost their lives during the 9/11/2001 terrorist attacks, on its 25th anniversary. [1:01:04] Janice speaks of the first responders and volunteers who rushed in to help and walked away with lifelong consequences from the materials that they inhaled. [1:01:19] Janice says, We just need to spend a few minutes on 9/12 remembering them and making sure that the relevance and their sacrifices are noted. [1:01:36] Janice, you've given us so much inspiration, and told us what it took for you to be an effective RIMS President. To anyone thinking about pursuing a leadership role at RIMS, starting out now, what advantages do they have to position them for success as a RIMS leader? [1:02:06] Janice says, the most important benefit that exists today, that didn't when I was starting, is technology. Today we do Zoom calls. Getting together and communicating was much more onerous. [1:02:23] It wasn't as easy to get people from across the country together and work collaboratively. We can do that easily now. People are taking advantage of that. They're using social media to spread ideas. [1:02:41] Janice says her generation struggled with social media. She did it because that's what she had to do. You can't stagnate. You've got to move with the changes as they come and figure out how to use those changes to move yourself forward. [1:02:58] What will technology and AI mean to risk management? What will they mean to RIMS? How is RIMS going to use AI? How is RIMS leadership going to use AI to promote what the important basics of risk management are and can be? Those are things you have to consider. [1:03:18] In order to be an effective leader at RIMS, you have to get the absolute support of your organization. You've got to connect those dots. You've got to show how and why your leadership at RIMS is going to benefit your company. [1:03:42] Telling your leadership you're going to a conference is not going to convince them that there's anything important going on. [1:03:56] The way to convince them is to tell them there's a conference. These are the sessions that they're going to have. This is the speaker they will have. That speaker is someone I think will tell me information about how to address this issue. [1:04:13] This session is about an issue that we faced last year. I want to go and see how others are doing with it. The next step is to come back and write a note telling leaders what you learned in that session. Ask, Can I meet with you to talk about these things I think we can implement? [1:04:42] You're showing that you're taking the information you're learning and using it to improve risk management in your company, and more importantly, the business of the business you are working in. [1:05:00] When Janice was President, she would visit a chapter and ask everybody who's in the insurance industry to raise their hands. They would raise their hands. Then she told them, no, you use the products of the insurance industry, but you are your company's representative. [1:05:51] Janice Ochenkowski, thank you so much for all your time and your insight today. It's such a pleasure to meet you face-to-face, and I hope we get to do that in person at a future RIMS event. [1:06:06] Special thanks again to former RIMS President Janice Ochenkowski for joining us here on RIMScast! This was a lot of fun, and there are plenty of great takeaways about TRIA, RIMS, public speaking, and honoring the victims of the 9/11/2001 terrorist attacks. [1:05:26] It was a real pleasure to meet Janice Ochenkowski, one of our most revered leaders. [1:06:30] Plug Time! Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [1:06:48] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [1:07:04] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [1:07:17] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [1:07:29] Practice good risk management, stay safe, and thank you again for your continued support!   Links: Spencer Educational Foundation's 2026 Funding Their Future Gala | Sept. 17, 2026 ChicagoLand Risk Forum | Sept. 24, 2026 RIMS Certification Week: Sept. 21‒24 | Complimentary For All RIMS Western Regional Conference — Oct. 4‒7, 2026 | Seattle, WA | Register Today. RIMS Canada Conference — Oct. 18‒21, 2026 | Quebec City | www.rimscanadaconference.ca | Sponsorship Opportunities Available RIMS ERM Conference 2026 | November 19‒20 in Columbus, Ohio | Registration Now Open! | www.rims.org/ERM2026 RISKWORLD 2027 Registration RIMScast Canada — Episodes Now Live — Watch the new video with Sophie Grégoire Trudeau. The Strategic and Enterprise Risk Center RIMS, the Foundation for Risk Management Spencer Educational Foundation — Scholarships and Grants | Open Calls and Timelines. RIMS Now RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Video Series Featuring Joe Milan! RIMS Diversity Equity Inclusion Council RIMS-CRMP Stories RISK PAC | RIMS Advocacy RIMScast on YouTube! RIMS Risk Management magazine | Contribute | Q2 2026 Issue Now Available Sponsor RIMScast — Sales@RIMS.org Upcoming RIMS-CRMP Virtual Workshops: Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops   Upcoming RIMS Webinars: RIMS.org/Webinars "RIMS Student Series: Classroom to Career Part 2" | Sept 9 | Complimentary for all "Beyond the Loss Count: What Property Claims Reveal About Frequency, Severity and Resilience" | Sponsored by AXA XL | Sept. 17, 2026 "RIMS Certification Week: Sept. 22‒24" | Complimentary for All "The Future of Captives: What Risk Managers Should Be Thinking About Now" | Sponsored by Brown & Brown | Oct. 1, 2026 "The 2027 Risk Agenda: 10 Engineering Priorities Risk Leaders Should Act on Now" | Sponsored by Global Risk Consultants | Oct. 8, 2026 "Beyond the Horizon: Turning External Risk Into Decision-Ready Insight" | Sponsored by Verisk Maplecroft | Oct. 15, 2026 "Cybercrime, Fraud and AI: Real-World Threats and Practical Defenses for Business Leaders" | Sponsored by Zurich | Oct. 22, 2026 "Signal Over Noise: Smarter Risk Analytics" | Sponsored by Riskonnect | Nov. 5, 2026   Related RIMScast Episodes: "Opening Windows of Tolerance with Sophie Grégoire Trudeau" "When Geopolitics Hits the Balance Sheet with Cari Stinebower" "RIMS Advocacy in 2026 with Mark Prysock"   Sponsored RIMScast Episodes: "48 Hours From a Storm: What to Do Before A Hurricane Strikes" | Sponsored by Global Risk Consultants, a TÜV SÜD Company (New!) "AI-Scale, Risk Ready: Engineering Controls for the New Data Center Boom" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Facing Into Risk: Navigating the New Risk Landscape" (New!) | Sponsored by AXA XL "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company Demystifying Multinational Fronting Insurance Programs | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against an Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Manny Padilla!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Janice Ochenkowski, Former RIMS President   Special introduction by RIMS CEO Gary LaBranche   Production and engineering provided by Podfly.

Axios reported that several Federal Reserve officials urged caution on further interest rate hikes, underscoring a data-dependent stance at the Federal Open Market Committee. Policymakers are monitoring PCE inflation, core services trends, CPI, and labor indicators such as unemployment, wages, and JOLTS openings. Financial conditions, including long-term Treasury yields and bank lending standards from the Senior Loan Officer Opinion Survey, also influence the policy outlook. Higher rates lift costs on floating-rate loans and venture debt tied to SOFR, affecting EBITDA covenants and hiring. Elevated risk-free yields shift funding strategies toward T-bills and money market funds while private credit tightens covenants. Founders can plan for multiple rate paths by mapping refinancing timelines, modeling fifty to one hundred basis point moves, and tracking the Fed's statements, dot plot, and projections.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of How India's Economy Works, Puja Mehra speaks with Ananth Narayan, Economist and Former Whole Time Member, SEBI about the growing interconnections between India's interest-rate, equity and currency markets—and the unintended consequences of intervening in each of them separately.Narayan argues that the RBI's aggressive intervention in the bond market, including record purchases of government bonds, has kept interest rates artificially low and weakened the appeal of fixed-income assets for domestic savers. This, he says, has pushed more savings into equities and overseas assets, contributed to stretched equity valuations, and made it harder for foreign capital to flow into India. At the same time, lower interest-rate differentials have created incentives for hedgers and speculators to buy dollars, adding pressure on the rupee.The conversation explores the idea of an “impossible trinity” in a more interconnected financial system, why RBI intervention in one market can create problems in another, and whether India needs to allow markets to function more freely. Narayan also discusses tax reforms for fixed income, greater freedom for Indians to invest overseas, and why policymakers need to take a holistic view of financial markets.Tune in for insights on RBI intervention, interest rates, the rupee, capital flows, equity valuations and what India needs for more sustainable capital formation.CHAPTERS(00:00) Introduction to the Impossible Trilemma(01:19) Interconnected Markets and Bond Interventions(04:57) Low Rates Distort Credit Markets(12:15) Discretionary Savings Flood Equity Markets(15:47) Domestic Overvaluation Deters Foreign Capital(24:49) Interest Differentials Drive Dollar Outflows(28:51) Subsidized Swaps and Forex Interventions(31:54) Reforming Fixed Income Tax Parity(36:18) Allowing Freer Overseas Investment LimitsFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Youtube⁠⁠⁠⁠⁠⁠

Policymakers in Asia's cities won't often win the argument for change and investment by leading with carbon emissions reduction alone, so what do they need to do to support the transition to net zero? Piyush Tiwari, professor of property at Melbourne University, Australia, and co-editor of ADBI's recent book, Reimagining Net-Zero Cities: Exploring the Role of the Private Sector, Institutions, Governments and Communities, discusses the pathways and tools that can successfully create a sustainable and prosperous future for our urban centers. Script: https://adbi.me/4gO3Vwu

CNAS Visiting Fellow Michelle Nie talks with guest TITV Host Leo Schwartz about Trump's new rules to limit China's remote access to advanced AI chips. We also talk with The Information's Cory Weinberg about Anthropic's upcoming blockbuster IPO structure, Americans for Responsible Innovation's Brad Carson and R Street's Adam Thierer about the raging political debate over AI data centers, and we get into the 100+ firms demanding better AI cybersecurity policy amidst recent threats with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/articles/trump-administration-working-ai-rule-curb-chinas-remote-access-chipshttps://www.theinformation.com/briefings/openai-leads-new-call-cyberdefense-critical-infrastructureSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Trump Admin Working to Curb China's Remote Chip Access12:44 - Exclusive: Anthropic Considers Letting Shareholders Sell In IPO23:12 - Inside the Politics & Policy Debate Around Data Centers38:57 - Editor's Cut: 100+ Firms Call on Policy Makers to Boost AI Cyber Defense

Editor: As data centers rapidly expand across our region to power AI and digital infrastructure, local leaders face a choice — cede control to mega-developers or dictate the terms of our economic future. Blanket moratoriums won't stop construction. They just push investment to neighboring towns. But welcoming these facilities doesn't mean writing blank checks. Policymakers need a pragmatic, leverage-oriented framework that protects our community's resources and budget. First, data centers must pay their fair share — zero tax abatements, full sales and property taxes, and proof of net-positive fiscal impact on our schools. Contracts should include clawback provisions so companies... Article Link

In episode 259 of America Adapts, host Doug Parsons brings together two conversations for an end-of-summer adaptation grab bag. First, Doug talks with Anita Van Breda of World Wildlife Fund about why we should stop using the term "natural disaster." Anita explains the distinction between natural hazards and disasters, and how choices about development, vulnerability, and the environment shape the damage that follows. Doug then speaks with Bishal Thapa of CLASP about the overlooked role of efficient appliances and equipment in climate adaptation. They explore the idea of appliances as "microinfrastructure"—from fans and air conditioners that reduce heat risk to refrigeration, cold storage, and solar water pumps that support food security and livelihoods. They also discuss financing and what adaptation efforts in the Global South can teach the rest of the world. Transcript of episode available here. Subscribe to the America Adapts newsletter here. Links in this episode:  Report:  Powering Thriving Communities: Efficient Appliances for Climate Change Adaptation and Resilience Previous America Adapts Episodes with Anita Van Breda  Flood Management: Nature Based Approaches and International Collaborations  Flooding and Natural and Nature-Based Solutions: The Good, the Bad, and the Ugly of Flooding  Flooding, Climate Change, and Art  Reducing Disaster Risk: The Workforce of the Future  Key Themes Covered in This Episode Why disasters aren't "natural" How human choices shape disaster risk and vulnerability Appliances as climate adaptation "microinfrastructure" Extreme heat, cooling access, and energy efficiency Getting microinfrastructure into adaptation planning Adaptation lessons from the Global South For Educators & StudentsDisaster risk and the language of "natural disasters" Human vulnerability and societal choices Microinfrastructure as climate adaptation Extreme heat and access to cooling Energy efficiency and adaptation Adaptation lessons from the Global South Who Should Listen to This Episode Climate adaptation professionals Disaster risk reduction practitioners Climate and resilience planners Policymakers and government officials Climate communicators and journalists Support for America Adapts helps make episodes like this possible, including more international conversations on how adaptation is unfolding globally. All donations are now tax deductible! Check out the America Adapts Media Kit here! Listen to America Adapts on your favorite app here! Facebook, Linkedin and Bluesky: https://www.facebook.com/americaadapts/ https://bsky.app/profile/americaadapts.bsky.social https://www.linkedin.com/in/doug-parsons-america-adapts/ Doug Parsons and Speaking Opportunities: If you are interested in having Doug speak at corporate and conference events, sharing his unique, expert perspective on adaptation in an entertaining and informative way, Now on Spotify! List of Previous Guests on America Adapts Follow/listen to podcast on Apple Podcasts. The 10 Best Sustainability Podcasts for Environmental Business Leadershttps://us.anteagroup.com/news-events/blog/10-best-sustainability-podcasts-environmental-business-leaders For more information on this podcast, visit the website at http://www.americaadapts.org and don't forget to subscribe to this podcast on Apple Podcasts.   Podcast Music produce by Richard Haitz Productions Write a review on Apple Podcasts ! America Adapts on Facebook!   Join the America Adapts Facebook Community Group. Check us out, we're also on YouTube! Subscribe to America Adapts on Apple Podcasts Doug can be contacted at americaadapts @ g mail . com

Protein maxxing is all the rage and the new dietary guidelines in the US recently doubled the recommended amount of protein intake. But will a high protein diet help you lose weight and will it really help you build more muscle? Become a supporter of our show today either on Patreon or through PayPal! Thank you! http://www.patreon.com/thebodyofevidence/ https://www.paypal.com/donate?hosted_button_id=9QZET78JZWCZE   Email us your questions at thebodyofevidence@gmail.com. Hosts:     Christopher Labos & Sophie Tseng Pellar Editor:    Robyn Flynn Researcher: Auriane Journet Theme music: “Fall of the Ocean Queen“ by Joseph Hackl Rod of Asclepius designed by Kamil J. Przybos Chris' book, Does Coffee Cause Cancer?: https://ecwpress.com/products/does-coffee-cause-cancer   Obviously, Chris is not your doctor (probably). This podcast is not medical advice for you; it is what we call information. References:   Clinthorne, J., Leidy, H. J., & Sollid, K. (2026). A Modern Take on Protein Nutrition Meets Evolving Consumer Perceptions. The Journal of nutrition, 156(5), 101477. https://doi.org/10.1016/j.tjnut.2026.101477  Devries, M. C., Sithamparapillai, A., Brimble, K. S., Banfield, L., Morton, R. W., & Phillips, S. M. (2018). Changes in Kidney Function Do Not Differ between Healthy Adults Consuming Higher- Compared with Lower- or Normal-Protein Diets: A Systematic Review and Meta-Analysis. The Journal of nutrition, 148(11), 1760–1775. https://doi.org/10.1093/jn/nxy197  Hägele, F. A., Herpich, C., Koop, J., Grübbel, J., Dörner, R., Fedde, S., Götze, O., Boirie, Y., Müller, M. J., Norman, K., & Bosy-Westphal, A. (2025). Short-term effects of high-protein, lower-carbohydrate ultra-processed foods on human energy balance. Nature metabolism, 7(4), 704–713. https://doi.org/10.1038/s42255-025-01247-4 Health Canada. Canada's Dietary Guidelines for Health Professionals and Policy Makers. Government of Canada; 2019. canada.ca/en/health-canada/services/food-guide/explore/dietary-guidelines Helms, E. R., Aragon, A. A., & Fitschen, P. J. (2014). Evidence-based recommendations for natural bodybuilding contest preparation: nutrition and supplementation. Journal of the International Society of Sports Nutrition, 11, 20. https://doi.org/10.1186/1550-2783-11-20 International Food Information Council. 2025 IFIC Food & Health Survey: The Full Report. January 2026. https://ific.org/research/2025-food-health-survey Jäger, R., Kerksick, C. M., Campbell, B. I., Cribb, P. J., Wells, S. D., Skwiat, T. M., Purpura, M., Ziegenfuss, T. N., Ferrando, A. A., Arent, S. M., Smith-Ryan, A. E., Stout, J. R., Arciero, P. J., Ormsbee, M. J., Taylor, L. W., Wilborn, C. D., Kalman, D. S., Kreider, R. B., Willoughby, D. S., Hoffman, J. R., … Antonio, J. (2017). International Society of Sports Nutrition Position Stand: protein and exercise. Journal of the International Society of Sports Nutrition, 14, 20. https://doi.org/10.1186/s12970-017-0177-8 Leidy, H. J., Clifton, P. M., Astrup, A., Wycherley, T. P., Westerterp-Plantenga, M. S., Luscombe-Marsh, N. D., Woods, S. C., & Mattes, R. D. (2015). The role of protein in weight loss and maintenance. The American journal of clinical nutrition, 101(6), 1320S–1329S. https://doi.org/10.3945/ajcn.114.084038 Morton, R. W., Murphy, K. T., McKellar, S. R., Schoenfeld, B. J., Henselmans, M., Helms, E., Aragon, A. A., Devries, M. C., Banfield, L., Krieger, J. W., & Phillips, S. M. (2018). A systematic review, meta-analysis and meta-regression of the effect of protein supplementation on resistance training-induced gains in muscle mass and strength in healthy adults. British Journal of Sports Medicine, 52(6), 376–384. https://doi.org/10.1136/bjsports-2017-097608 Pasiakos SM, Davis TA, Klurfeld DM, Neuhouser ML, Rodriguez NR, Tomé D. Perspectives on the protein recommendations in the 2025-2030 Dietary Guidelines for Americans. J Nutr 2026. US Departments of Agriculture and Health and Human Services. Dietary Guidelines for Americans, 2025-2030. Wycherley TP, Moran LJ, Clifton PM, et al. Effects of energy-restricted high-protein, low-fat compared with standard-protein, low-fat diets: a meta-analysis of RCTs. Am J Clin Nutr 2012;96(6):1281-1298. doi:10.3945/ajcn.112.044321  

In this conversation from 2023, Alex speaks with Nathan Goodman about the implications of Climate Change for immigration policy and how coercion and polycentricity factor into that conversation. References:  - Adapting to Climate Change through Migration: Justus Enninga and Nathan Goodman https://www.thecgo.org/research/adapting-to-climate-change-through-migration/ - Intergovernmental Panel on Climate Change Summary for Policy Makers https://www.ipcc.ch/report/ar6/wg2/chapter/summary-for-policymakers/#:~:text=Climate%20change%2C%20through%20hazards%2C%20exposure,adapt%20and%20mitigate%20within%20limits  - Beyond Markets and States: Polycentric Governance of Complex Economic Systems: Elinor Ostrom https://www.jstor.org/stable/27871226  - The case for open immigration Chandran Kukathas https://core.ac.uk/download/pdf/237298126.pdf     

Could Seattle really be headed for a historic Super El Niño? Meteorologist Scott Sistek // Former Attorney General Rob McKenna on "Are judges becoming America's most important policymakers?" // Charlie Harger Commentary: The most astonishing thing about your life is that you've stopped being astonished by it // Newsnation's XAVIER WALTON-Minnesota is suing Texas to extradite an ICE agent accused in a shooting, warning he could go free within days // If cameras help solve crimes, should Seattle put up more of them? Gee Scott joins us to discuss

The Postal Service has traditionally served as neutral infrastructure during elections, moving ballots from voters to election officials. But changes in election law, postmark requirements and voter verification debates are placing new demands on the agency. Elena (ELL-eh-nah) Patel of the Brookings Institution joins me now to discuss what that shift could mean for the Postal Service and the election system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At the end of last year, editor Dan Kurtz-Phelan spoke with the historian Odd Arne Westad about China's complicated past and how that history shapes the way Chinese leaders see their country's place in the world today.  Policymakers and analysts argue over the implications of China's rise, the extent of its ambitions, the nature of its economic influence, and the meaning of its growing military strength. Underlying these arguments is a widespread sense that where Beijing once seemed likely to slot comfortably into a U.S.-led international order, China now poses a profound challenge to American interests. And as leaders in Beijing watch Washington struggle against Iran, rankle allies and partners, and retreat from the international system it built, they sense a moment of opportunity—and are looking to their own history for the lessons, or warnings, it might hold.  No one brings more perspective to these arguments than Westad. In a series of essays in Foreign Affairs over the past few years, Westad has explored the drivers of China's foreign policy, its approach to global power, and its fraught ties with the United States. He sees in the long arc of Chinese and global history a stark warning about the potential for greater conflict, including a war between China and the United States. He also, however, sees lessons for policymakers today about how to avert such an outcome. You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

Solar and wind power is growing worldwide, but so is electricity consumption: as a result, renewables are often only added to the energy mix, rather than replacing fossil fuels. Reducing energy demand would make net zero more achievable, but it recieves far less attention than decarbonisation efforts. This may be due to a perception that managing energy demand would be politically unpopular, requiring governments to make radical interventions into people's lifestyles and spending. Oliver Broad, Senior Research Fellow at University College London, tells Alasdair that such fears are unfounded. His team's research found that the UK could reduce energy demand by 52% without new tech or overly disruptive societal change, and has worked with policymakers and public focus groups to demonstrate political acceptability. Further reading: 'Policymakers and academics envision energy demand reductions beyond typical policies in the United Kingdom', Nature Energy, 2025'Policymaker-led scenarios and public dialogue facilitate energy demand analysis for net-zero futures', Nature Energy, 2025'Energy demand reduction options for meeting national zero-emission targets in the United Kingdom', Nature Energy, 2022'Real people or "economic processing units"? The limited understanding of people's roles in energy and climate governance', Energy Research & Social Science, 2022'A low energy demand scenario for meeting the 1.5 °C target and sustainable development goals without negative emission technologies', Nature Energy, 2018'Invisible energy policies: A new agenda for energy demand reduction', Energy Policy, 2018Send us Fan MailFind all our latest investigations, features and interviews at www.landclimate.org

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeState legislatures are writing data center rules faster than they can verify the demand forecasts underneath them. Fifteen states accounted for 80 percent of data center electricity demand in 2023, a single hyperscale campus can arrive as 15 to 20 percent of a utility's demand, and the transmission to serve it takes five to 15 years to build. On this episode of Volts, David Roberts works through Climate Cabinet's Taming Data Center Turmoil series with Saleem Chapman, who leads the group's electricity affordability policy work, on why Georgia's regulated utility, PJM's capacity market, and ERCOT's competitive market each left ratepayers holding the risk, and what a state can require before it approves a project, while the facility operates, and after the deal is done.Chapters:00:00 – Introduction02:49 – How Climate Cabinet came to the data center fight03:58 – Three things that make hyperscalers unlike past industrial loads07:51 – Warning signals: forecast opacity, gas dependency, unconditional subsidies13:44 – Siting near overburdened communities and the Memphis case15:34 – State preemption versus local control18:31 – The same failure pattern in Georgia, PJM, and ERCOT23:52 – Why not just ban data centers outright28:07 – The framework, and what to require before approval34:54 – While operating: real cost pricing and on-call load flexibility37:39 – Scenario-based planning and the utility incentive problem39:37 – After the deal: new and matched clean energy43:48 – Siting standards and performance-tied incentives50:27 – Existing facilities and the threat to build elsewhere55:41 – Which states are ahead, and step one for lawmakers

The Federal Open Market Committee is set to decide whether to raise, hold, or cut the federal funds rate, affecting borrowing costs across bank loans, venture debt, mortgages, and corporate bonds. Policymakers will weigh inflation data from the Bureau of Labor Statistics and the Bureau of Economic Analysis alongside labor indicators such as unemployment, job openings, and wage growth. Market gauges including Fed funds futures, the CME FedWatch Tool, and the two-year Treasury yield will signal expectations and move financing conditions. The Fed's Senior Loan Officer Opinion Survey shows tighter lending standards for small firms, raising spreads and covenants. A hike, hold, or cut would carry distinct implications for variable and fixed rate borrowing. Founders should monitor the policy statement and projections, manage variable rate exposure, and stress test cash flows for multiple scenarios.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, Scott Friedman, VP of Government Affairs at Altana, joins Madelyn to trace his journey from crafting trade enforcement policy in government to building the technology that underpins it. He explains how trade has shifted from an era of assumed free trade to being a deliberate tool of state power, highlighting rapid changes in U.S. policy, the gap between policymakers' ambitions and what regulators and companies can practically execute, and the crucial role of modern data and technology. Scott outlines Altana's vision for a trusted, transparent global trade network, including product passports as a “global entry for goods” and a federated data architecture that enables collaboration without sacrificing privacy. He contrasts Western transparency-driven systems with China's state-directed, opaque but highly efficient digital trade ecosystem, and explores evolving U.S.–EU alignment on customs, traceability, and digital infrastructure. The key takeaway: full end-to-end traceability is fast becoming the baseline expectation, and companies that lean into data-driven transparency now will be far better positioned in an increasingly complex enforcement environment. Highlights from their conversation include: Scott's Journey from Government to Trade Tech (0:41) America Founded on a Customs Dispute and Boston Tea Party (2:47) How Today's Trade Enforcement Differs from Past Eras (4:54) Gap between Policymakers, Regulators, and Global Trade (7:46) Altana Overview and Vision for Trusted Global Trade (11:22) Product Passports as Global Entry for Goods (14:08) Why Altana Uses a Federated Network Model (19:06) China's State-Directed Supply Chain Architecture (22:19) U.S. and EU Alignment on Customs, Data, and Traceability (29:29) What End-to-End Traceability Now Means for Importers (34:37) Key Takeaways and Episode Wrap-Up (39:14) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The two Republicans seeking re-election to the Arizona Corporation Commission are running on a platform of promises made, promises kept. Policymakers are likely just days away from announcing new rules for managing the Colorado River's shrinking supply, and advocates want to ensure there will still be water saved for the river itself. A panel discusses whether Phoenix can ever be walkable. Plus the latest health, political, Fronteras Desk and tribal natural resources news.

Cash-Pay Generic Drugs Are a Functioning Market in Healthcare, and Policymakers Could Break It. Episode 520. Cash-pay generic drugs are one of the few corners of US healthcare where a real, functioning market already exists — which is why Stacey Richter argues policymakers need to tread carefully when trying to "fix" drug affordability. In this solo episode, Stacey explains why cash generic prices can run as low as $1 a prescription, then plays clips from four past guests — Ge Bai, PhD, CPA; Bryce Platt, PharmD; Benjamin Jolley, PharmD; and Luke Slindee, PharmD — showing how inserting a PBM extracts $41 out of every $100 spent, leaving patients paying more for the "privilege" of using their insurance. WHAT YOU'LL LEARN ✅ Why cash-pay generic drugs are one of the few genuinely functioning markets left in US healthcare, with multisource manufacturer competition keeping prices as low as $1 to $18 per prescription ✅ Why using insurance/PBM coverage makes the 20 most prescribed generics more expensive 43% of the time overall, and up to 79% of the time in the deductible phase, per Ge Bai, PhD, CPA's research in Annals of Internal Medicine ✅ How PBMs extract $41 out of every $100 spent on generic drugs that cost roughly 47 cents to manufacture, largely through the administrative overhead of risk pooling ✅ How Most Favored Nation "lesser of" clauses in PBM-pharmacy contracts punish pharmacies for lowering their cash prices, and why Luke Slindee, PharmD, argues removing that single clause could unlock a more robust cash-pay market without pulling generics from insurance entirely ✅ Why generic drug adoption has slowed from about one month to six months to reach peak uptake, which Bryce Platt, PharmD, ties to PBM formulary control rather than reduced competition or prescriber resistance ✅ Four policy ideas Stacey floats for keeping generics affordable without wrecking the underlying market: eliminating MFN clauses, funded wallets or prepaid cards, pre-funded cash-pay pharmacy relationships, and removing generics from PBM adjudication entirely WHY THIS MATTERS Generic drugs are one of the only truly functioning markets left in US healthcare, and cash prices are already low because of it. But policymakers trying to make medications more affordable often reach for the same lever — routing everything through insurance/PBM adjudication — which the data shows frequently raises what patients pay while handing PBMs a 41-cent cut of every dollar spent. As Stacey puts it, "you have to be really careful what levers you push because you can't see what they're attached to," and the wrong fix could break the one part of healthcare that's actually working. MENTIONED IN THIS EPISODE EP444 with Ann Kempski: Apple Podcasts | Spotify | Other Apps LinkedIn Post by Bryce Platt, PharmD EP495 with Mick Connors, MD: Apple Podcasts | Spotify | Other Apps EP420 with Ge Bai, PhD, CPA: Apple Podcasts | Spotify | Other Apps EP422 with Benjamin Jolley, PharmD: Apple Podcasts | Spotify | Other Apps EP517 with Stacey: Apple Podcasts | Spotify | Other Apps LinkedIn Post by Bryce Platt, PharmD EP439 with Luke Slindee, PharmD: Apple Podcasts | Spotify | Other Apps LinkedIn Post by Patrick Moore EP465 with Chris Crawford: Apple Podcasts | Spotify | Other Apps === LINKS ===

Border security may be one of government's most visible missions but measuring what's happening along the border is far more complicated. A new GAO report examines whether DHS's metrics and reporting practices are giving Congress an accurate picture of performance. The short answer; not consistently, and Heather MacLeod, Director of Homeland Security and Justice at GAO is here to walk us through the details. Read the reporter here: https://www.gao.gov/products/gao-26-108715 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

John Maytham speaks to Section 27 Candidate Attorney, Gauta Mashego, about the Medical Misogyny in South Africa. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Rural Route: Local Control, Property Rights, and Standing Up for Rural Communities This week on Rural Route, Trent Loos is joined by Shane Eaton from Terry, Montana, for an in-depth discussion on the growing tensions between local governments, landowners, and corporate interests. Shane explains…

In this episode of C-Suite Perspectives, Sara Murray, Managing Director International at The Conference Board and guest host, speaks with Alejandro Fiorito, Economist at The Conference Board Europe, about the economic impact of the war in Iran and the broader geopolitical forces influencing markets and business.  Together, they explore the outlook for global growth; the evolving policy response in Europe and beyond; and why resilience, scenario planning, and adaptability are becoming essential capabilities for business leaders.  More from The Conference Board:   European Consumer Confidence  CEO Confidence Diverges Globally, With Europe Lagging the US and China  What Consumer Confidence Reveals About Europe's Recovery  2 Years Below Neutral: European CEO Confidence Falls as Outlook Deteriorates 

Michael Every, Global Strategist for Economics and Markets at Rabobank, presents a radical framework: everything is now about economic statecraft and geopolitics, not traditional monetary or fiscal policy, meaning central banks, interest rates, and economic structures are all subsets of national security objectives. Central bank models are broken because exogenous geopolitical supply shocks (Iran war, Ukraine, COVID) constantly disrupt equilibrium assumptions, and the old playbook of managing demand through one global interest rate no longer works in a fragmenting world with different sectors having different national security priorities. He warns the biggest risk is far more war ahead, specifically predicting Iran war will resume after the midterms because tolls, sanctions, uranium, and Lebanon remain unresolved—Iran is losing leverage as oil flows increase and the world moves on, so it will need to "rock the boat" to regain attention. Interest rates will trend higher due to massive fiscal pressures on defense spending, reshoring, supply chain security, and infrastructure investment, and differential interest rates will emerge where sectors critical to national security borrow cheaper than speculative sectors. He argues the private sector will be tasked with moonshot innovations (like AI and Manhattan Project-style programs) that governments can't afford alone, with government potentially taking stakes in critical companies like OpenAI and Intel. On the Strait of Hormuz, he dismisses markets pricing 45% chance of normalization before October 1 as too optimistic, noting ships run dark, ship-to-ship transfers hide traffic, and geopolitics will escalate after midterms—Hormuz will never fully normalize as countries build alternatives. America will retain primacy going forward but must completely reinvent itself economically and politically, with broader appeal to allies while accepting a world where other powers have their own sphere of influence, and whoever holds office will face the same underlying reality that American power projection equals American living standards.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: https://www.rabobank.com/knowledge/our-experts/011085368/michael-everyhttps://x.com/themichaeleveryTimestamps: 0:00 Everything now about geopolitics, not traditional economics2:00 Michael's background - 30 years, 9 countries, cross-border analyst5:20 Economic statecraft framework - national power is driving force6:06 Policymakers getting it, but many still don't understand8:16 Central bank models don't work, they never did8:40 Exogenous supply shocks (Iran, Ukraine, COVID) keep breaking models11:36 One interest rate doesn't work in fragmenting world15:33 Central banks being cagey about structural changes19:21 Geography matters - some countries will thrive, others fail23:20 Rates going higher, not lower for longer23:29 Massive fiscal pressures on defense, supply chains, infrastructure26:25 Differential interest rates by sector based on national security priority27:06 Biggest risk - far more war coming28:19 Iran war after midterms, not resolved yet31:59 Defense contractors won't make huge profits - government controls pricing34:40 AI is about national security, not making money35:31 Government may need private sector to fund moonshots they can't afford36:19 Government taking stakes in strategic companies (OpenAI, Intel, Trump)39:04 Strait of Hormuz assessment42:59 Iran needs to rock the boat, leverage slipping away44:19 Kalshi market too optimistic on Hormuz normalization45:08 Hormuz won't ever fully normalize again46:04 US still primary power but must reinvent itself49:15 America can retain primacy but it will look different50:09 Whoever's in office has to return to same arguments on American power

The Ultimate Sci-Fi and Nostalgia Showdown: Reboots, Toys, and Tech Turmoil Ever wondered how our favorite childhood franchises are making a comeback, or how the tech industry's hidden drama affects what we buy? If you’re a sci-fi fanatic, toy collector, or tech geek, this post is your guide to the latest in fandom, nostalgia, and industry secrets. From the hype around Thundercats reboots to the fascinating conspiracy behind computer RAM shortages, we’ll cover it all — and share actionable insights to stay ahead of the curve.Get ready to discover how animation is dominating with quality storytelling, why blockbuster sequels are crushing records, and what the mysterious RAM shortage might mean for your next upgrade. Whether you’re here for the nostalgia trip or to understand the tech chaos, this comprehensive breakdown will keep you informed and entertained. Nostalgia Reboot Madness: Thundercats, Toy Story, and the Power of Reimagining Classics The nostalgia wave is crashing hard on modern media, bringing beloved 80s cartoons and movies back into the spotlight. But careful—if not done right, these reboots can go south fast. Fortunately, recent discussions from passionate fans reveal both the excitement and the caution needed when revisiting old favorites.Thundercats Returns: Nostalgia Meets Animation InnovationFans of Thundercats are buzzing as talk of a reimagined reboot surfaces. The plan? A full-length animated movie that honors the 80s original while incorporating modern storytelling. This shift to animation — moving away from live-action pitfalls — seems to be the right move, especially following successful revivals like Masters of the Universe. The idea is to bring back the essence of the classic but with a fresh, mature storyline that appeals to both nostalgic adults and new viewers. What makes this promising? The focus on quality animation and storytelling, similar to Young Justice, which has been praised for its deep character development and compelling plots. Fans are hopeful that this approach will capture the essence of the original, avoiding the pitfalls of poorly executed live-action adaptations.Toy Story 5: An Unstoppable FranchiseOn the film front, Toy Story continues its record-breaking streak. The latest installment surpassed expectations, pulling in over $160 million domestically in its opening. Fans rank it as the second-best in the series, with some suggesting the franchise is still strong despite past criticisms of the fourth film. Key tip: When animation and story are combined with heartfelt moments, even a franchise approaching its fifth film can feel fresh and relevant. If you haven’t caught Toy Story 5, it’s worth a trip to the theater — and a reminder that staying true to the original formula pays off.The Power of Quality Animation in RebootsWhether it’s Thundercats or Toy Story, the common thread is stunning animation paired with engaging storytelling. The success of series like Batman Nightfall or Spider-Man & His Amazing Friends demonstrates that fans crave nostalgic characters but with modern visuals and mature narratives. Animation is not just a medium; it's the key to longevity in the superhero and sci-fi universe. Special Guest Insights: Why Animation Dominates Modern Sci-Fi and Superhero Content In lively discussions, experts emphasize that animation allows for creative freedom and detailed character design, which live-action sometimes struggles to match. Shows like Teen Titans Go and Young Justice illustrate the appeal of animated series—they are versatile, visually stunning, and can adapt complex stories for all ages. Pro tip: For die-hard fans, investing in animated reboots or series is a safe bet for quality content. Plus, these series often serve as a testing ground for future live-action adaptations, ensuring the core essence remains intact. Tech Industry Secrets: The Hidden Drama Behind RAM Shortages and Price Hikes Switching gears, recent conversations unveil a less-known but significant industry story: the mysterious RAM shortage. This isn't just about supply chain hiccups; it's about a possible conspiracy involving major RAM manufacturers.The RAM Saga: Old Scandal, New CrisisHistorically, giants like Samsung, Hynix, and Micron have played hardball in the RAM market. Back in 2002, these companies pleaded guilty to conspiracy charges, allegedly manipulating production to inflate prices. Fast forward to today, and a new class-action lawsuit claims they're doing the same, with shortages blamed on high demand from AI centers — but the truth might be more sinister. Why does this matter? Higher RAM prices mean more expensive computers, gaming consoles, and tech upgrades for consumers. The scarcity also hints at deliberate manipulation, akin to a historical scandal replayed for modern earnings.Impact on Consumers and IndustryThe scarcity affects hardware prices for gamers and professionals alike. Expect to see increased costs for PCs, consoles, and even smartphones. Critics argue this is a smokescreen to inflate profits under the guise of AI-driven demand—a classic case of industry insider games that secretly raise costs for the end user. Actionable advice: Stay informed about industry lawsuits and conspiracy theories. Recognize that tech prices might not always align with supply and demand but could be strategic moves by monopolistic players. The Power of Animation and Industry Trends: What's Next? Looking ahead, animation will continue to dominate storytelling for superheroes and sci-fi, especially with high-quality productions like Batman Nightfall. The upcoming trilogy promises dark, immersive, and visually stunning narratives that rival blockbuster films.Meanwhile, the industry's behind-the-scenes drama over hardware supply chains could lead to further shortages and price hikes, changing how and when we upgrade our devices. As a consumer, staying updated helps you make smarter purchases and avoid inflated bills. Next actionable step : Keep an eye on upcoming release dates, industry lawsuits, and animation projects. They are indicators of where entertainment and technology are headed. Final Takeaways: Staying Ahead in a World of Nostalgia and Industry Secrets Nostalgia is powerful: Reboots like Thundercats and Toy Story prove quality animation and storytelling remain king. Animation is the future: It's the best vehicle for bringing classic characters to life in a modern, engaging way. Industry secrets matter: Hidden lawsuits and conspiracy claims about RAM shortages could influence hardware prices and availability for years to come. Be informed and proactive: Follow industry news, support quality series, and consider investing in animation or digital content—both are booming. Want to get ahead? Subscribe to updates on upcoming animation projects and tech industry revelations—your future self will thank you. FAQ Section: Deep Dives into Your Favorite Topics Is the Thundercats reboot official yet?While official details are still emerging, plans mention a full-length animated movie that respects the original 80s design while modernizing the story.Why is the Toy Story 5 box office so successful?It's a mix of nostalgic appeal, high-quality animation, and emotional storytelling that resonates across generations, keeping the franchise relevant.What's really behind the RAM shortage?Evidence suggests major companies may have colluded in the past to manipulate RAM prices, and current shortages could be a strategic move to inflate profits—possibly leading to another industry scandal.Will animation always outperform live-action for superhero stories?Policymakers and fans alike argue that animation offers more creative freedom, cost-effectiveness, and visual richness, making it the preferred medium for many future projects.How can I stay updated on industry conspiracies and entertainment releases?Follow trusted podcast sources, industry watchdogs, and official announcements. Being informed gives you a leg up on price hikes and content quality. SummaryIn a world where nostalgia and industry secrets collide, staying informed and appreciating quality animation can keep you ahead of the curve. From Thundercats reboots to the mysterious RAM shortages, the landscape is shifting—be ready to navigate it intelligently. Dive into your favorite series, support good storytelling, and keep your eyes open for the big industry revelations ahead. The post Episode 518 – Batman Knightfall, Thundercats reboot, Supergirl, Toy Story 5, Computer RAM appeared first on Podcast4Scifi.

Lose your job at 25 and someone will help you find another. Lose it at 55 and the talk quietly turns to how you might wind down towards retirement.Policymakers tend to assume job search training works for the young and not the old, so they rarely spend money trying. Bas van der Klaauw (Tinbergen Institute) thinks they got that wrong.In this week's VoxTalks Economics, he tells Tim Phillips about a Dutch experiment that put older unemployed workers through an intensive programme built on one idea: teach people over 50 to find work the way younger workers already do, by working their social network.Participants left unemployment faster, there was a 10% increase in job finding, and the savings in benefits more than covered the cost. The catch: it helped the better educated most and was tested in a recession. Will it work just as well in today's labour market, where even the young and well-educated are struggling to find good jobs?The research behind this episode:de Groot, Nynke, and Bas van der Klaauw. 2026. "A Randomized Experiment on Improving Job Search Skills of Older Unemployed Workers." CEPR Discussion Paper 21464. (Gated)To cite this episode:Phillips, Tim, and Bas van der Klaauw. 2026. “Helping the over-50s find work.” VoxTalks Economics (podcast). About the guestBas van der Klaauw is professor of economics at Vrije Universiteit Amsterdam and director of the Tinbergen Institute. An applied microeconometrician, he uses causal methods to study labour markets, education and health, and is a research fellow of CEPR and IZA. His work on unemployment insurance, active labour market programmes and job search includes several field experiments run with the Dutch benefits administration.The paper is co-authored with Nynke de Groot, an economist at the National Health Care Institute (Zorginstituut Nederland) who took her PhD at Vrije Universiteit Amsterdam. Her earlier work with van der Klaauw includes a study of how cutting the unemployment insurance entitlement period affects job finding.Research and concepts discussed in this episodeOlder workers and long-term unemployment. Older unemployed workers tend to have job finding rates around half those of younger workers, and during the recession the study covers, more than half of older job seekers risked becoming long-term unemployed. Van der Klaauw attributes the gap to a combination of factors rather than any single cause: more generous and longer benefit entitlements that weaken the incentive to take a lower-paid job quickly, and employers who favour younger hires expected to grow with the firm over a longer horizon.STEP (Successfully to Employment Program). A Dutch job search assistance programme developed during the post-2008 recession for unemployed workers aged 50 and above who had not found work within a few months of claiming unemployment insurance. It ran to 10 group sessions of around four hours each plus two individual meetings, covering interview practice, CV writing and social media, with a particular emphasis on activating the participant's social network. Participants were encouraged to have at least one conversation a week with a contact about possible work. The programme cost roughly 470 euros per participant.The experiment. The study covers everyone aged 50 to 63 who entered unemployment insurance in the Netherlands between November 2014 and July 2015 and remained unemployed for three months, about 50,000 people. Assignment to treatment or control was based on the last digit of the social security number, putting roughly 20% in the control group. Because participation was voluntary (an encouragement design), the authors report both the effect of being offered the programme and, using random assignment as an instrument, the effect of actually taking part. Around 54% of those in the treatment group took up STEP.What it did to job search behaviour. The job application register lets the authors watch how people searched. Participants made fewer applications to posted vacancies and did more networking, exactly the shift the programme was designed to produce. The change in method did not raise the number of job interviews, but it was accompanied by faster exits from unemployment.Cost effectiveness. Participation cut cumulative benefit payments by about 715 euros within 18 months, comfortably above the 470 euro cost, making STEP cost effective for the benefits administration. For participants, the lost benefits were almost fully offset by higher earnings from working sooner, so there was no large income gain to the individual, but no loss either.Who it helped. Effects were strongest for the better educated, those with higher pre-unemployment earnings and those not previously working through a temporary work agency. There was little or no effect on the lowest educated, who also had the lowest take-up. The authors find no significant difference by gender or by age band within the 50 to 63 range.Trainers and group composition. Effectiveness varied significantly across trainers, but no observed characteristic (gender, age, experience, contract type) explained which trainers did better. Group composition mattered too: participants did better when their group contained some lower-educated members, which argues for mixed rather than streamed training groups. One reading is that trainers may concentrate their attention on the more employable members of a group.Does it generalise? Two caveats. The programme was evaluated in a recession, when people were losing jobs through no fault of their own (frictional unemployment), and it may do less when work is easier to find. And it was designed for that kind of unemployment, not for the structural problem of workers whose skills no longer match available jobs, where van der Klaauw suggests training or retraining, rather than job search help, is the relevant tool.

-In its report, the panel discussed how quickly AI capabilities have evolved over the past few years. The complexity of tasks AI models can accomplish has been doubling every few months. -Conversation Focus, in particular, is only accessible at no cost for three hours per month. If you want to use it for longer than that, you'll have to pay for a $20-a-month Meta One Premium plan. -Netflix has worked with ElevenLabs to develop a recreation of Gene Wilder's voice for use in an upcoming unscripted reality show inspired by Roald Dahl's novel Charlie and the Chocolate Factory. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6月11日，美国国家海洋和大气管理局（NOAA）宣布厄尔尼诺事件正式形成，并预测它会在北半球2026-2027年的冬季持续增强，有63%的概率发展成为一个极强的厄尔尼诺事件。超强厄尔尼诺叠加在气候变化加速的趋势之上，全球平均气温很有可能创下新的纪录。但厄尔尼诺的影响不仅仅是高温，而是天气系统的异常，乃至气候稳态的转换。当大家都在讨论"今夏史上最热"，有一群人已经在设法应对每一个酷暑和寒冬。很多时候，他们已经在用自己的生活经验与实践智慧，走在气候适应的前列，只是很少被气候讨论所看见。本期节目带来两位自然之友玲珑计划伙伴的一线行动：- 陈畅，广东省规划院工程师、玲珑计划四期伙伴，长期关注适老环境规划建设。她深入重庆的老龄社区，在最热的三伏天走访调研，历时一年多编制了《老年社区高温应对建设指南》，并在家乡贵阳落地了"1平方米微气候疗愈花园"。- 张温，春蚕社会工作服务中心气候+残障项目“气轮计划”负责人、玲珑计划五期伙伴，关注气候变化下的肢体残障群体。她从2023年起深入西安残障自组织，访谈了数十位残障伙伴，记录他们在高温、寒潮下的真实处境与应对智慧。本期节目揭示了老龄社区与残障伙伴这两个概念背后的复杂性——在统一的“脆弱”标签之下，不同的身体、生活状态，会造成不一样的风险和困境。在此基础上，我们想从他们的经验出发，重新理解什么是气候适应：它不是简单的“多喝水、少出门、开空调”，也不是让个体变得更能忍耐，而是社区、城市、公共服务和社会支持系统能否更早看见那些最先受到影响的人，并和他们一起设计更安全、更有尊严的生活方式。听完这一期，你可能在下一次地铁换乘高峰里，留意到那位等了四五趟电梯、仍然没能上去的轮椅用户；也可能会开始思考，从“残障群体”到“有碍群体”，一个更尊重的称谓，是否也在提醒我们重新看见彼此的处境。也许，那就是气候韧性建设最小的起点。面对气候变化，如果你也有行动起来的想法，就是自然之友玲珑计划正在寻找的目标。玲珑计划将通过资金资助、能力建设、传播支持与社群陪伴，帮助你把好点子变成真实、落地的行动。玲珑计划第七期招募截止日期为8月5日，报名链接：https://mp.weixin.qq.com/s/F-WuEzhKsQ-Y164L53OJyQ【本期剧透】03:43 气候风险之下的不平等10:55 什么是老龄社区或“双老化社区”13:28 看见身边的残障伙伴（订正：在各类残疾中先天性残疾所占比例不到1/10）21:18 关于脆弱人群的讨论：不能被隐身，但也不应被标签化27:33 陈畅的玲珑项目：老龄社区调研，《老年社区高温应对建设指南》和“1平方米微气候疗愈花园”44:48 张温的玲珑项目：残障伙伴的气候健康风险与气候适应智慧55:24 玲珑计划如何帮助一个想法变成一项落地的行动69:55 包容性即通用性：一个对老年、残障人群友好的社区，就是一个对所有人友好的社区 【延伸阅读】陈畅：老年社区高温应对建设指引（西南篇）》1.0版https://mp.weixin.qq.com/s/Ckhg2Tr1792MOGZehL32_Q?scene=1陈畅 等 / 中外建筑：应对高温胁迫的老龄化社区热适应性规划治理框架https://kns.cnki.net/kcms2/article/abstract?v=1EB3pfwoRP7sHHTKb46IpcCXV3MHb27yqMuV_lX2wCLiBbQU9uVtxriuCcA4sB2YKbghWWAg8i1qLGIBPfh13tAMIhjH2ZVxgBEiBBVwdHMaebO1iyWIhc9jDV9aa6z_t2kpTYX0_UcVsG0_gZOvFXAh5wQgZqHpujv-uB5SkuJPWOpKqqfk4Q&uniplatform=NZKPT&captchaId=d53551da-ab6c-442d-a435-e95247468e2b中国环境：为了老年群体应对高温，她准备从社区入手 | 碳路先锋⑧https://www.cenews.com.cn/h5hjb/news/news.html?id=1494248&nav=1麦麦 / 果壳自然：他腿上十几公分的疤，可能是被轮椅烫的 https://mp.weixin.qq.com/s/r_aKsjeFuvA3h4Y3l9OSAg中国环境：“脆弱”背后有智慧：他们成气候适应“先行者”|志愿有我·2025 https://www.cenews.com.cn/h5hjb/news/news.html?id=1759206&nav=1卢辉 / 一席：老人们不懂气候变化，他们只知道天气越来越热、身体越来越不舒服了 https://mp.weixin.qq.com/s/eWeHUfSa15Yqrw1P4jOGvw王靖豪 / 一席：我在朋友圈里发无障碍相关的内容经常没人点赞，直到大家的父母也老了https://mp.weixin.qq.com/s/AdI6kPKgUpIe4WxcSVHfhQXue A. et al. / Nature Communications: Super El Niño events drive climate regime shifts with enhanced risks under global warminghttps://www.nature.com/articles/s41467-025-66143-7IPCC：Climate Change 2022: Impacts, Adaptation and Vulnerability - Summary for Policymakers https://www.ipcc.ch/report/ar6/wg2/downloads/report/IPCC_AR6_WGII_SummaryForPolicymakers.pdfXi D. et al. / Nature Medicine：Risk factors associated with heatwave mortality in Chinese adults over 65 years https://www.nature.com/articles/s41591-024-02880-4Romanello M. et al. / The Lancet：The 2025 report of the Lancet Countdown on health and climate change https://doi.org/10.1016/S0140-6736(25)01919-1WHO：Heat and health fact sheet https://www.who.int/news-room/fact-sheets/detail/climate-change-heat-and-health世界银行：世行博客 | 世界银行在广州实践基于自然的城市降温方案https://mp.weixin.qq.com/s/wr3y6CrApTiuLaM9A1Yomw?scene=1不成气候 No Such Climate：自然之友 X 不成气候 【内容专题】 https://www.xiaoyuzhoufm.com/podcast-topic/67bc61c8606e5c594088963f【声音素材】Intro: Relaxing Ballad by Alexander NakaradaOutro: Horns by Kevin MacLeod【创作团队】 嘉宾：陈畅、张温 策划：乐园 、何弦 、自然之友 主持：乐园 、何弦 后期：乐园 、何弦、一维《不成气候No Such Climate》是一档广泛地关注气候变化、空气污染等大气科学议题与时事热点、社会生活的相交点的播客。【收听方式】 欢迎通过苹果播客、小宇宙、Spotify、Pocket Casts等泛用型播客客户端订阅我们的节目。我们也会在喜马拉雅、荔枝播客、QQ音乐、豆瓣等平台同步更新。【联系我们】 小红书@不成气候NoSuchClimate 微信公众号 不成气候No Such Climatenosuchclimate@gmail.com

Yesha Yadav is a professor of law, the Milton R. Underwood Chair, the Associate Dean & Robert Belton Director of Culture & Community, and the Co-Faculty Director, Master of Laws (LL.M) Program at the Vanderbilt University Law School. Chris Odinet is a professor of law, Mosbacher Research Fellow, and Affiliate Professor of Finance at Texas A&M University School of Law. Andrea Tosato is professor of law at the Southern Methodist University Dedman School of Law. Yesha, Chris, and Andrea join the show to discuss their avenues into stablecoin regulation, their four-part definition of moneyness (nature of the claim, safety, discharge capacity, and negotiability), how Tether and Circle stack up to these definitions, the stablecoin bankruptcy conundrum, the progress the GENIUS Act made on closing legal loopholes, their prescriptions for policymakers, and much more.   Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on May 20th, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David on X: @DavidBeckworth Follow Chris on X: @ChisOdinet Follow Andrea on X: @Andrea_Tosato Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:26 - Career Backgrounds of Chris, Yesha, and Andrea 00:02:35 - Background on the Paper 00:06:52 - Structure of Money 00:17:33 - Moneyness: Nature of the Claim 00:22:37 - Moneyness: Safety 00:23:45 - Moneyness: Discharge Capacity 00:30:50 - Moneyness: Negotiability 00:31:55 - How Stablecoins Currently Hold Up in Moneyness 00:58:18 - Recommendations to Policymakers 01:10:51 - Outro

Does “tough on crime” actually work? Could Ban the Box policies backfire? Jen Doleac, PhD, is Executive Vice President of Criminal Justice at Arnold Ventures, a philanthropy maximizing evidence based policy & minimizing injustice. She is an economist & the author of The Science of Second Chances who prefers the reliable lens of data over personal values & has a particular interest in how measurable data can give rise to positive societal change.In this episode, she breaks down when prison actually works versus when it just creates more prisoners & walks through how the minefield of rules in probation may not prevent new crime in the way we think. You'll also hear the re-entry policies that worked vs flopped & the real life results from policies developed through data. If you liked this episode, you'll also like episode 195: ROUNDING UP SUSPICIOUS WOMEN? THE AMERICAN PLANGuest:Book: https://a.co/d/0aZzqCMt https://x.com/jenniferdoleac https://www.linkedin.com/in/jdoleac/ https://jenniferdoleac.comhttps://www.probablecausation.com/ Newsletter https://probablecausation.substack.com/arnoldventures.org Sponsors: https://www.historicpensacola.org/about-us/  2:44 Homicide is basically a coin flip4:36 Probability vs. severity of punishment5:56 The evidence against harsh sentencing8:15 Are we confusing retribution with safety?9:03 Digital crimes and the Undress Me app case12:10 Policymakers blocking unfavorable research14:47 "Tough on crime" politics vs. data24:11 DNA profiles vs. 23andMe: what's actually stored35:04 DUIs: breathalyzers and officer discretion37:56 South Dakota's 24/7 Sobriety program40:43 Re-entry: Ban the Box backfires42:51 Hiring bias and insurance as a fix45:06 Rehabilitation certificates work47:24 Housing barriers and halfway house surprises49:16 Mental health gaps post-release50:14 Medicaid's inmate exclusion52:14 Reentry waivers and continuity of care54:43 Head Start, prevention, and crime58:15 Lead poisoning and the serial-killer hypothesis1:04:08 The four reasons we punish people1:06:10 Book, podcast, and what's next for JenRequest to join my private Facebook Group, MFR Curious Insiders: https://www.facebook.com/share/g/1BAt3bpwJC/Follow me in all the places:https://www.meredithforreal.com/  https://www.instagram.com/the_curiousintrovert/ meredith@meredithforreal.comhttps://www.youtube.com/meredithforreal https://www.facebook.com/curiousintrovert

In the latest episode of the Public Power Now podcast, Eric Moerman, a City Council member of the public power community of Sioux Center, Iowa, and the incoming Chair of APPA's Policy Makers Council, provides an overview of the Policy Makers Council and details how PMC members advocate for APPA's legislative and regulatory priorities. The PMC's fly-in meeting in Washington, D.C., will take place this year on July 14-15. This episode is sponsored by brought to you by Caterpillar Energy Services. Energy costs are rising -- and municipalities are feeling the pressure to do more with less. Cat AMP from Caterpillar Energy Services gives utilities and communities a powerful way forward.

In our latest episode, we sit down with Donna Lynne, DrPH, CEO at Denver Health, and Paula Chatterjee, MD, MPH, assistant professor of medicine at the Perelman School of Medicine, to discuss how defining essential hospitals is a vital step to help safety net hospitals navigate the current challenging health care landscape.Read our policy brief about essential hospital designation to learn more about the details.https://essentialhospitals.org/policy-considerations-for-defining-essential-health-systems/

Michael Bright, CEO of the Structured Finance Association and a former head of Ginnie Mae, joins the show to discuss the state of the U.S. housing finance system nearly two decades after the financial crisis. He explains why he does not think the system is fundamentally broken, what policymakers still misunderstand about the secondary mortgage market, and how issues like GSE reform, Basel III, private credit and fraud could reshape housing finance in the years ahead.

Every year, agencies award billions of dollars in grants and other federal funding to finance infrastructure projects across the country. But few of those dollars come attached with cyber requirements, despite repeated warnings that foreign hackers are targeting power utilities and other critical infrastructure. A new report from the Institute for Security and Technology is now offering Congress and the Trump administration several options for factoring cybersecurity into federal funding. For more, Federal News Network's Justin Doubleday spoke with IST's senior vice president for policy, Nicholas Leiserson.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At his first Fed meeting as chair, Kevin Warsh signaled a more hawkish stance focused squarely on inflation, while launching a sweeping reform agenda.  Policymakers are split between holding and potentially hiking, with strong emphasis on restoring price stability. Warsh introduced a significant shift in Fed governance and communication: shorter statements, less forward guidance, and five task forces aimed at rethinking policy frameworks. Liz Ann Sonders and Collin Martin explore the implications of that shift, particularly the risk that reduced transparency could lead to greater market volatility as investors react more sharply to incoming data. They also assess market dynamics: Rising short-term yields pressured equities, while longer-term yields may remain range-bound if inflation expectations stabilize.  Finally, they offer practical portfolio takeaways—emphasizing diversification within equities, a focus on quality and earnings strength, and a disciplined approach to asset allocation in a higher-rate, more-uncertain policy regime. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.   Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions   Inverse correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software.   (0626-05FT) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AP Washington correspondent Sagar Meghani reports the Federal Reserve has left its benchmark interest the same -- but changes could be coming under new chairman Kevin Warsh.

The expansion of power and infrastructure to support the energy transition is unfolding against a complex backdrop. Policy uncertainty, geopolitical tension, and shifting market forces are colliding with record investment and a rapidly evolving mix of technologies. Ralph Ibendahl, Global Head of Energy Transition and Co-head of Power Utilities for Europe, assesses the challenges and opportunities with expert colleagues from the U.S., Canada, and Australia.Key Points• Increasing global power demand is leading to growth across all power types and grids.• Policymakers need to balance affordability concerns with growth opportunities.• Recent deals include financing for a major nuclear project in Canada, and build-out of Germany's grid.• Companies are drawing on a full mix of funding types, including infrastructure equity, private credit, and structured capital.• Many companies are turning to the public markets, where valuations are stronger.• RBC Capital Markets is guiding clients through this volatile market.

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India's macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist.Ridham Desai: And I'm Ridham Desai, Morgan Stanley's Head of India Research and Chief India Equity Strategist.Chetan Ahya: Today, the biggest takeaways from our India Investment Forum in Mumbai. From the shifting outlook for India's markets and flows to the sectors driving the next phase of corporate earnings and CapEx.It's Friday, June 12th at 7PM in Hong Kong.Ridham Desai: And 4:30PM in Mumbai.Chetan Ahya: Ridham, the Morgan Stanley's India Investment Forum took place in Mumbai last week, and I was there with you. These events are a great opportunity to speak with investors who come across from the globe to attend. Now that we have had a few days to process the conversations, what stood out to you? What was the biggest shift in investor sentiment that you picked on?Ridham Desai: So, Chetan, I think it's been the case of a continuing story about India. Domestic investors look that they are bullish, and foreign investors continue to stay rather cautious on the Indian markets. We could see that in the overall attendance. In contrast, I think domestic investors were looking for the next stock that they wanted to buy. They were seeking opportunities, and there was a lot of interest in meeting companies.Before we get into markets, let me turn back to you from a macro side. India's growth story remains strong, but relative growth appears to be cooling. This is in contrast to markets like Japan, Taiwan, Korea, and the US. How should investors think about India's macro positioning in that context?Chetan Ahya: So, Ridham, when I look at the macro data in India, they're all indicating a meaningful upside in the growth trend. So I'll just cite two key cyclically sensitive macro data points. One is the banking system credit growth, and number two is the auto sales, particularly the passenger vehicle. So bank credit growth is growing as of the last biweekly data point that we got. It's growing at seventeen point seven percent year-on-year, and car sales are growing at twenty-seven percent in the month of May.But as you were mentioning earlier, the relative growth opportunity is a challenge for India and to just share the numbers on the earnings growth for the first quarter that we saw across the region. So we saw Korea's earnings growth at one hundred and seventy percent. We saw Taiwan's earnings growth at forty-eight percent year on year. Japan at thirty-three percent. The US has seen a growth of about twenty-seven percent year on year.So in that context, when India is reporting thirteen percent growth, it's becoming a challenge for investors to look for opportunities in India relative to other markets. Either they are more focused on the other markets than India. So let me come back to you, Ridham. Staying with the investment implications, India projects stable valuations and strong corporate earnings, but its relative growth advantage has narrowed. How should investors reconcile this contradiction?Ridham Desai: If I go back thirty-five years, as long as we have the MSCI index series, and as far as I have been in this industry, this is the lowest relative multiple that India has traded at. And indeed, growth last year was weak. But if you see QOQ, we have started to accelerate. The broad market earnings growth trajectory has shown a doubling in the quarter that ended March over the quarter that ended December.But it underscores the point you made about the relative growth complex. It's clearly not in India's favor. And a lot of the capital in the world is short-term oriented, and it cares for what growth is gonna come in the next quarter or two. And that's the state of the market right now.However, what I would say is that equities is a quintessential long-duration asset class. In the long run, what matters is terminal growth. I don't really think India's terminal growth has moved much. It remains far superior to a lot of other countries around the world. And therefore, I think this does present itself as a great opportunity for a long-term investor while the markets are digesting this relative growth disadvantage that India seems to have over the next, say, three or four quarters.Chetan Ahya: And Ridham, another theme from the forum was policy action to attract capital. Policymakers announced a number of measures right as our conference ended and they aimed to withdraw withholding tax on debt investors, also providing banks with an incentive to take up more dollar borrowing. How central are these measures to sustaining foreign inflows into Indian markets?Ridham Desai: I think the measures taken by policymakers are very important, probably amongst the most important policy actions this year. The removal of taxation on debt investors will make a difference. The provision for hedging to external commercial borrowings as well as to foreign currency deposits will make a difference.It should boost flows into India over the next twelve months. That said, these measures may not help the equity flows because the equity flows, I think, are going to depend on the relative growth situation. Now, there's only that much India can do to lift its growth. It may accelerate to the high teens. So growth elsewhere needs to decelerate for equity investors to return. Or India needs to see the start of a major IPO cycle because in primary issuances, foreigners do come to buy, and that may change the net picture on FBI flows in the equity markets.But as far as the debt markets are concerned, I think the measures taken last week are going to prove to be quite potent, and India should see the benefits accruing over the next few weeks and months.Chetan, from your perspective, how important is the policy backdrop right now in determining whether India can keep attracting long-term global capital despite more competitive returns elsewhere in the short run?Chetan Ahya: So Ridham, I think the key focus for the policymakers had been with these measures to boost short-term capital inflows to stabilize the currency. There has been a balance of payment deficit. So from that perspective, the short-term capital inflow augmentation effort as you mentioned, has been the correct move. But from the long-term perspective, we think that the government needs to boost competitiveness of the Indian manufacturing. Because in the context in which AI could affect India's services exports, there is a need to augment more export receipts from the manufacturing sector. At the same time, if they improve the competitiveness of the manufacturing sector, it will help India to attract more capital inflows from long-term investors for the purpose of FDI.And the good news is that the government is on it. They are taking a number of measures to boost that competitiveness in the manufacturing. But we think that there is more action needed and hopefully in the intention to improve the balance of payment dynamics and exports from manufacturing sector, we will see more actions from the government in the coming months.Ridham Desai: Chetan, you've also written extensively about the structural capital spending cycle in Asia and India. Can you walk us through the key details here, especially in the Indian context?Chetan Ahya: I think the key story that we are observing, it's sort of more or less global, but definitely very clearly seen in Asia, that there seems to be a super cycle for CapEx as well as industrial activity. This CapEx cycle is effectively driven by spending in four key sectors, and that is AI and AI-related digital infrastructure, energy, defense, and industrial onshoring-related CapEx.Now, as far as India is concerned, we are seeing investments in all the four segments that I just mentioned. In fact, it's seeing a significant amount of activity in the space of energy. And, similarly, we are seeing a lot of policy measures, I mentioned earlier, in terms of boosting manufacturing competitiveness.But at the heart of it is government's effort to onshore industrial supply chain. So India's CapEx has also inflected higher. Having said that, the difference between India and, let's say, North Asia, which is Korea, Taiwan, Japan and China, is that they are also a big player in the export market for capital goods when there is global CapEx cycle upswing happening. Nevertheless, India will see the benefit of this CapEx cycle in terms of its own growth push, as well as improvement in productivity.So Ridham, how would you think about the sectoral opportunity within the Indian markets?Ridham Desai: We see a lot of interest in some of these sectors which you mentioned. But actually, I would like to start off with financials. I see the banks in a very sweet spot. Balance sheets are in pristine condition. The interest rate cycle has troughed, which means margins for the banks have also bottomed and credit growth is finally accelerating. If this CapEx cycle unfolds like the way you are describing it, I think financials will stand to gain the most.And interestingly, the valuations are quite good, both on an absolute as well as on a relative basis. Also, of course, investors can go directly into those sectors which are doing this capital spend. Energy to start with, semiconductors, fertilizers, data centers and aerospace.The only thing to note here is that not everywhere are the valuations attractive enough because in some cases the market has recognized the coming growth cycle and has started to price that in. So we have to be careful about the valuations. But I think financials and industrials are clearly great opportunities in the context of this CapEx recovery that India is likely to see in the coming five years.Chetan Ahya: And additionally, the most requested companies at the summit, Ridham, were consumer sector companies. What do you think investors are looking for at this sector over others?Ridham Desai: So, Chetan, I think from a structural perspective, the Indian consumer is quite clearly the best place to be. In fact, I would say that it's the leverage that India enjoys over the rest of the world.The one point five billion people in this country are split across, say, a hundred and fifty cohorts of ten million each, and each of these cohorts have got different consumption opportunities. So depending on what product or service you're offering to your consumers, there's a market in India, and which in nominal terms is growing between ten and fifteen percent.As we know, last year India accounted for something around seventeen or eighteen percent of global GDP growth, which means depending again on what you are selling to your consumer, India could be between ten and hundred percent of your revenue growth. So India's consumer is something that hardly anybody can avoid.So in summary, Chetan, when I look at it from an investment opportunity, financials, industrials, and consumption, not necessarily in that particular order, are probably the best places for investors to look at. However, IT services, I think could be the dark horse. It's a sector right now which is disrupted or potentially disrupted by AI, and there's a lot of confusion there.But I think as the dust settles on this, it may emerge as one of the most interesting areas for investors to look at. So there's a lot of stuff in India happening right now. I think growth is accelerating. Valuations are looking quite interesting. In fact, the best that they've been in many, many years.Trading performance suggests that investors are not positioned at all. And if things start looking up, then India could be a very good market in the coming twelve months.Chetan Ahya: Ridham, thanks for taking the time to talk.Ridham Desai: Great speaking with you, ChetanChetan Ahya: And thanks for listening. If you enjoy our Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

Coming up we'll hear an interview between Chris Marcus of Arcadia Economics and Money Metals CEO Stefan Gleason. Don't miss this revealing interview as Stefan digs into some unanswered questions surrounding America's gold reserves at Fort Knox -- issues brought back into the news headlines by Donald Trump last week. Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/

In this episode of The Intelligence Report, host Dylan Welch welcomes back Jason Seedall of the Roosevelt Alliance following the organization's official launch at EarthX.Jason shares how the Roosevelt Alliance is working to reconnect everyday Americans with the policymaking process through bipartisan civic engagement, leadership development, and grassroots community chapters inspired by the legacy of Theodore Roosevelt.The conversation explores why issues like natural resources, fair commerce, energy independence, regenerative agriculture, and civic participation affect every American regardless of political affiliation. Jason also discusses current policy initiatives involving national parks, renewable energy financing, nuclear and geothermal development, and conservation incentives for at-risk species.Dylan and Jason dive into the growing disconnect between citizens and institutions, the importance of bridging public and policy worlds, and why accessible civic engagement may be one of the most important challenges facing America today.Topics include: The launch of the Roosevelt Alliance  Bipartisan policy and civic engagement  National park and conservation policy  Regenerative agriculture and wildlife restoration  Renewable energy and geothermal financing  Bridging the gap between citizens and Washington D.C.  Theodore Roosevelt's relevance in modern AmericaSupport the show

In this episode, Dr. Monica Lypson and Dr. Ahilan Sivaganesan join the conversation to dissect the complexities of value-based payment models and the "perverse incentives" that often follow. By examining the parallels between Medicare Advantage upcoding and sliding-scale bundled payments, Dr. Lypson and Dr. Sivaganesan provide a masterclass on the systemic friction between financial risk and clinical equity. Key Discussion Themes - The Upcoding/Downcoding Tug-of-War: An analysis of how Medicare Advantage plans and health systems navigate risk adjustment, and why current models often incentivize "grading your own homework." - The TDABC Solution: Dr. Sivaganesan explains why physicians cannot truly manage risk without Time-Driven Activity-Based Costing (TDABC) to identify condition-specific costs. - Selection Bias in Care: A deep dive into the "cherry picking" (selecting low-risk patients) and "lemon dropping" (avoiding high-risk patients) dilemmas that threaten healthcare's moral compass. - Equity vs. Efficiency: Dr. Lypson explores how value-based care can either bridge the gap for underserved populations or inadvertently widen disparities through structural barriers. - The Path Forward: Why "whole-person health"—including non-clinical factors like housing—is the ultimate cost-saver, and the necessity of neutral, third-party risk scoring. === LINKS ===

Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss: The Five Pillars of Global Macro The Move Index: The Ultimate Indicator Non-Traditional Liquidity and Market Plumbing Australia's "Lucky Country" Crisis From Supply Shock to Demand Shock The Significance of "Critical Dates" Risk Management and Emotional Resilience US Equity Outperformance and Policy Makers

Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia's energy, power and food systems.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mayank Maheshwari, Morgan Stanley's research analyst covering energy markets in India and Southeast Asia.Today—how disruptions linked to Iran and the Strait of Hormuz are creating energy-related disruptions across Asia.It's Monday, March 23rd, at 8am in Singapore.To understand the scale of the impact, let's start with a simple fact: about a quarter of Asia's energy—that is oil, liquefied natural gas, and propane—comes from the Middle East, much of it flowing through a single chokepoint, the Strait of Hormuz. Any disruption here affects more than just oil prices. It also hits power generation, industrial output and even food supply chains across the region.Asia hasn't seen a true energy access shock in over 50 years. So that makes this moment very critical. And with oil around $100 per barrel, stress is building in the system. Diesel margins are double pre-conflict levels. Jet fuel premiums have nearly doubled. And Dubai crude—normally cheaper than Brent historically—is now trading at a premium of more than $20 per barrel. This kind of price move signals tightening supply chains.Asia's dependence on [the] Middle East runs deep. Refiners source up to 80 percent of crude from the region, and 30–40 percent of LNG imports originate there. For major economies like India and China, roughly 40–50 percent of oil demand passes through Hormuz. It's a critical energy highway. And when flows slow, the entire system backs up.Inventories may look like a buffer. Asia holds around 65–70 days of crude. But the system reacts sooner than waiting to run out. Governments are already rationing energy, industries are cutting LNG and LPG usage, and export restrictions are limiting downstream production of fuels. The tightening has already begun.The real pressure point may not be oil, but natural gas—particularly LNG, as Qatar, which is a big supplier of Asia's LNG, has seen infrastructure damage. Asia accounts for about half of global LNG consumption, with up to 40 percent secured from the Middle East. Unlike oil, LNG has very limited buffers; in number of days, and not in months.This is where the story extends well beyond energy. Around 25 million tons per year of petrochemical capacity has been impacted, along with roughly 10 million tons of fertilizer production. Prices for key materials like polymers have risen 15–25 percent in just a few weeks, and the premiums are still rising. These inputs feed into everyday products—from cars and electronics to packaging and agriculture. Even basic services are affected, with cooking gas shortages hitting restaurants in parts of Asia.Policymakers are responding, but options are limited. Around 100 million barrels of crude has been released from reserves. Countries are securing higher-cost LNG cargoes. And many are turning back to coal for reliability despite environmental trade-offs.Ultimately, the longer this disruption persists, the more pressure builds across energy, power, chemicals, and food systems. And in a region as interconnected and import-dependent as Asia, those ripple effects spread quickly—and widely.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.