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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…
Sustainability issues are manageable: Policymakers and industry initiatives are clearing sustainability obstacles, but – although vital – these are usually not the main obstacle to defence investment in Europe.Due diligence challenges remain: Human rights and end-use risks cannot be fully eliminated, and governments and investors need to work hard to manage them.Commercial hurdles persist: The real barriers are commercial: for example, slow procurement, unclear demand signals, and lack of long-term contracts.Links:https://www.investeurope.eu/publications-policy/publications/2026/model-limited-partnership-agreement-lpa-language-for-defence-dual-use-investment/https://eiriscrn.net/grid/https://www.rusi.org/explore-our-research/publications/insights-papers/private-capital-uk-defencehttps://www.ft.com/content/72878c3e-a4c6-4e4d-86c1-6df11593e4ac?syn-25a6b1a6=1https://www.gov.uk/government/publications/the-defence-investment-planhttps://www.traverssmith.com/knowledge/knowledge-container/backing-british-can-the-uk-become-the-leading-destination-for-defence-investment/
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.
Note: this post is about PauseAI, not PauseAI US, which is a distinct entity with a different leadership team and approach. This post was written by Matilda da Rui and Maxime Fournes, with significant contributions from Benjamin Schmidt (PauseAI Germany co-lead). Executive Summary The existential AI safety community needs to take building a civic and social movement seriously as a core intervention. We believe this is a high-value, badly neglected approach to reducing catastrophic/x-risks from AI because it may significantly enhance the likelihood of governance efforts succeeding at keeping humanity safe. As far as we can tell, only one organisation is building this infrastructure across continents: PauseAI. This post lays out our reasoning and our track record, and makes the case that funding this work is one of the highest value-for-money contributions available to anyone looking to reduce AI risk. Why don't we already have a pause or strong controls on frontier AI? Multiple advocacy groups are communicating clear and convincing arguments for AI existential risk, and policy experts are putting forward comprehensive proposals. We need more of this work, but this work alone will not be enough, because one link is missing: what policymakers hear doesn't align with [...] ---Outline:(00:32) Executive Summary(06:16) Introduction(08:54) I. Our theory of change(08:58) Prologue(11:07) 1. The shape of the problem as we see it(14:27) 2. Necessary conditions for reaching a pause(17:24) II. Our role towards a global treaty and in the AI safety ecosystem(17:31) 1. Our niche within the ecosystem(21:35) 2. Policymakers need strong enough incentives to act(25:43) 3. The path to a treaty(31:36) 4. How we can grow fast without breaking(39:08) 5. Failure modes(40:10) III. Our path so far and where we're headed(40:40) 1. Bootstrap phase (2023-2025)(45:01) 2. New leadership, professionalisation and federation[... 6 more sections]--- First published: June 26th, 2026 Source: https://www.lesswrong.com/posts/aoqhszdEWqcFWbnda/existential-ai-safety-needs-an-effective-social-movement --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.
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
The exchanges between the Chinese and US leaders on Thursday and Friday have provided much-needed strategic guidance for the future of China-US relations.The two sides agreed to build a "constructive China-US relationship of strategic stability". The "constructive strategic stability" means positive stability with cooperation as the mainstay, healthy stability with competition within proper limits, constant stability with manageable differences and lasting stability with expectable peace.The new vision for relations between the world's two largest economies indicates that both sides recognize the need to prevent confrontation and manage differences prudently. The Taiwan question remains the most important one among all the issues affecting bilateral ties. If it is handled properly, the Sino-US relationship will enjoy overall stability. Otherwise, China and the United States will have clashes and even conflicts, putting the entire relationship in great jeopardy.Yet certain forces in Washington continue to treat the Taiwan question as a "card" they can play to maximize US gains while claiming they value peace and stability in the region. Moves such as arms sales, political collusion and military signaling send the wrong message to "Taiwan independence" separatist forces on the Chinese island. "Taiwan independence" and cross-Strait peace are as irreconcilable as fire and water. The more external forces embolden separatist elements, the greater the risks to regional stability.The recent remarks made by the secessionist-minded leader of Taiwan, Lai Ching-te, via virtual link, at a so-called "democracy summit" in Copenhagen, once again exposed the separatist nature of the Democratic Progressive Party authorities. By attempting to portray his authorities as fighting for the "values" of the West, Lai sought external support for his separatist agenda while deliberately provoking cross-Strait tensions.The timing of Lai's remarks was particularly telling. They were delivered shortly before the US president's visit to Beijing.However, US President Donald Trump, in an interview with Fox News aired on Friday, warned the Taiwan authorities against pursuing "independence" under the illusion of unconditional US backing."They have somebody there now that wants to go independent," he said. "They want to get into a war" because "they figure they have the US behind them".Trump poured cold water on that, saying he is not looking to fight a war thousands of miles away.Yet the US leader also described Taiwan in the interview as "a very good negotiating chip" in dealing with Beijing — a remark that reflects a transactional and exploitative approach to the Taiwan question.For China-US relations to achieve steady, sound and sustainable development, the stumbling block of "Taiwan independence" must be decisively removed. The US should recognize the true nature of "Taiwan independence" forces — as alterers of the status quo in the Taiwan Strait, disruptors of cross-Strait peace, and troublemakers in regional affairs.Policymakers in Washington need to realize that the historical trend of the national reunification of China is irresistible. They should demonstrate genuine respect for China's core interests and major concerns. Beijing has made it clear that the Taiwan question is a red line in China-US ties that cannot be crossed.The outcomes achieved during the latest China-US economic and trade consultations, held in the Republic of Korea on Wednesday, demonstrate once again that despite differences and competition, China and the US still share extensive common interests and broad space for cooperation.No one should underestimate the complexity of managing China-US relations. Competition will continue to exist. Differences will not disappear overnight. But what matters most is whether both sides can manage these differences rationally, avoid strategic miscalculation and uphold the broader interests of peace and development.China and the US have more common interests than differences. The US has much to gain from a healthy Sino-US relationship and much to lose from playing unilateral tricks, zero-sum games or the "Taiwan card".Only when both sides address each other's core concerns, and especially when the US handles the Taiwan question with due prudence, can they jointly turn the agreed vision for bilateral ties into reality.
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
This podcast is hosted by edWeb.net.The webinar recording can be accessed here.This edWeb podcast is a conversation with Dr. Melvin J. Brown, author of his new book, Roaches in My Cereal: And the Moral Imperative to Reimagine School, and Dr. Baron Davis, Former Superintendent and Founder of the Noegenesis Group.In his book, Dr. Brown blends memoir and manifesto to expose the inequity that shapes too many students' lives—and too many schools' failures. From a childhood marked by poverty, resilience, and the unyielding love of a mother who refused to surrender to circumstance, Dr. Brown offers a deeply human window into what it means to grow up brilliant yet burdened. His story is proof that talent and potential are universal, even when opportunity is not.Dr. Brown and Dr. Davis discuss the need for educators, policymakers, and community leaders to confront uncomfortable truths:How systems built on privilege continue to punish povertyHow schools often misread behavior as defiance instead of distressHow empathy, access, and high expectations can transform a child's trajectoryThis conversation is of interest to any educator who wants to reimagine schools, so all students have access to equitable education and opportunities to reach their potential.Learn more about viewing live edWeb presentations and on-demand recordings, earning CE certificates, and using accessibility features.
As a community bank president and past chair of the Ohio Bankers League, Jenny Saunders has been part of many conversations with top policymakers on bank issues. On the latest episode of the ABA Banking Journal Podcast — presented by Nexcess — Saunders, who recently retired as president of FCBank, discusses how she discussed stablecoin and cryptocurrency issues with members of Congress. "If there's something that you don't necessarily agree with, then what's the solution?" Saunders encourages bankers to think through how to describe alternatives, as well as unintentional consequences of particular approaches — and to find common ground on issues like fraud where bankers can find common ground across the policy community. Saunders also discusses her experience leading in banks of all sizes, career advice for bankers and what the bank policy landscape looks like from the Buckeye State. This episode is presented by Nexcess.
This episode of Justice Above All investigates one way in which segregation has been rebranded in the twenty-first century: all-white, or “whites-only,” settlements. In recent years, there has been an alarming rise in these settlements across the United States. Attempts to build all-white settlements represent a modern rebranding of segregationist housing practices like restrictive covenants. All-white settlements are morally corrosive to a multi-racial democracy and undermine the principles of inclusive housing articulated in the Fair Housing Act. Policymakers and all people who oppose segregation should actively resist the rise of all-white settlements.Today's host is Dr. Kesha Moore, Research Manager of the Thurgood Marshall Institute. She is in conversation with the following guests: Jason Bailey, Senior Counsel, Legal Defense FundJin Hee Lee, Director of Strategic Initiatives, Legal Defense FundCynthia Miller-Idriss, Professor, American University School of Public Affairs and School of Education; Founding Director, Polarization and Extremism Research & Innovation LabYou can learn more about this episode by visiting our landing page.This episode was written and produced by Jakiyah Bradley. Resonate Recordings provided production support.If you enjoyed this episode please consider leaving a review and helping others find it! To keep up with the work of LDF please visit our website at www.naacpldf.org and follow us on social media at @naacp_ldf. To keep up with the work of the Thurgood Marshall Institute, please visit our website at www.tminstituteldf.org and follow us on Twitter at @tmi_ldf.
Financial markets remain resilient despite tensions driven by the Middle East conflict, according to the latest Global Financial Stability Report.While the conflict has caused periods of volatility, markets have avoided major disruptions such as sharp losses, margin calls, or forced sell-offs. This stability is supported by central bank liquidity measures, improved market structures, and well-capitalized banks.However, risks remain. Rising public and private debt, along with the growing role of leveraged non-bank investors, are increasing pressure on bond markets. Emerging markets are particularly exposed to sudden shifts in global investor sentiment.The report also warns that many countries now have limited policy space after years of economic support measures.Policymakers are being urged to closely monitor vulnerabilities, strengthen oversight, and stay ready to act, while also addressing emerging risks such as cybersecurity linked to artificial intelligence.
Data centers have moved from largely invisible digital infrastructure to a highly visible source of public debate as artificial intelligence accelerates demand for power, fiber, and compute capacity. The modern data center is now being built closer to population centers to support low-latency services, bringing critical infrastructure into direct contact with residential communities for the first time. This shift has elevated concerns around electricity pricing, land use, water consumption, and environmental impact—while policy frameworks and energy markets struggle to adapt at the same pace.The core issue driving today's tension is not simply whether data centers should exist, but how the costs and benefits of the modern data center are allocated. Do data centers represent a net burden on local communities, or can they function as a mechanism for modernizing the electric grid, stabilizing local tax bases, and expanding pathways into skilled technical work—if governed with the right market structures and incentives?That's the tension at the heart of this episode of Straight Outta Crumpton, hosted by Greg Crumpton, with guest Julia Chuang, Associate Professor of Sociology at the University of Maryland. Together, they unpack how media narratives shape public perception, why energy-market structure changes the “who pays” debate, and what it will take to train—and retain—the specialized workforce needed to build, retrofit, and operate the digital backbone of the AI era.What you'll learn…Energy prices aren't a universal data-center story—they're a market-structure story. Chuang explains how regulated, vertically integrated utility markets (like Virginia) create a perception of “free riding,” while more deregulated states can allow data centers to bring power on-site, build microgrids, and even sell power back—changing the public cost equation.The jobs debate is real, but incomplete. Data centers may not employ huge headcounts once operational, but the construction cycle can stretch 5–8 years for large campuses—and the bigger labor crunch is the shortage of specialized electricians, HVAC, and critical infrastructure talent trained for modern, high-density compute.Retrofitting legacy facilities is the next wave hiding in plain sight. The core constraint of upgrading older colocation sites is power provisioning. Many legacy designs were built around roughly 100 watts per square foot and cannot be scaled up overnight, because local transformers, feeders, and transmission capacity are often insufficient. As a result, operators are forced into creative hybrid approaches—combining limited high-density zones with lower-density legacy space—and, in some cases, consolidating power by acquiring neighboring leases.Julia Chuang is an Associate Professor of Sociology at the University of Maryland whose work focuses on institutions, groups, and how large systems shape behavior and outcomes. Her earlier research examined land use and industrial development in China, including factories, construction, and real estate—ground-level industries that, like today's data centers, reshape communities through capital, policy, and infrastructure. She now applies that lens to the U.S. data center boom, attending industry conferences and conducting interviews across the ecosystem to understand how data centers affect energy markets, local communities, and the politics of infrastructure.
In episode 251 of America Adapts, host Doug Parsons speaks with Jamil Wyne, founder of Hazelwood Network, to explore whether climate adaptation is finally moving into the mainstream—or if we're seeing familiar signals that never quite add up. From growing attention in finance, consulting, and platforms like LinkedIn to real-world action in places like Singapore and across emerging markets, adaptation is gaining traction. But that momentum remains fragmented—spread across investors, governments, and innovators without clear coordination. At the same time, a major bottleneck persists: we still don't know how to clearly communicate adaptation, often relying on abstract climate metrics that fail to resonate. Drawing on his work across Latin America, Sub-Saharan Africa, and the Middle East, Wyne highlights how adaptation is already happening on the ground—often ahead of the U.S.—while the private sector cautiously begins to engage. The conversation also touches on the role of AI as both a tool and a source of new complexity. Ultimately, this episode asks a central question: if adaptation is having a moment, are we actually ready to capitalize on it? Transcript of episode here. Links in this episode: Founder: Hazelwood Network Lead author: The Climate Tech Opportunity (Oxford Saïd School of Business) LinkedIn Learning Instructor: Climate Technology for Business Resilience and Adaptation Articles: Forbes, SSIR, TechCrunch, WEF, World Bank, CSIS Key Themes Covered in This Episode: Is adaptation really having a moment—or just more noise? A fragmented field that still isn't coming together Why we still don't know how to talk about adaptation What adaptation looks like on the ground in emerging markets New voices and leaders shaping the space Are we actually ready for this moment? For Educators & Students Explore how climate adaptation is evolving across regions and sectors Examine the gap between adaptation in theory and on-the-ground reality Understand why adaptation is difficult to communicate effectively Analyze how emerging markets are shaping adaptation practice Discuss the role of new leaders entering the adaptation space Consider what it would take for adaptation to truly become mainstream Who Should Listen to This Episode Climate adaptation and resilience professionals Policymakers and public sector leaders Researchers and students studying climate or sustainability Private sector professionals exploring climate risk Funders, investors, and philanthropies in climate Anyone trying to understand where adaptation is headed 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! Subscribe to the America Adapts newsletter 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
The Fed's balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support the economy during the global financial crisis and pandemic, but critics allege the enormous balance sheet boosts inflation and distorts financial markets. If Kevin Warsh tries to reduce the Fed's holdings as Chair, he must contend with the existing regulatory environment and the Fed's ample reserves regime. In this episode, we talk with Jeff Lacker, the former President of the Richmond Fed from 2004-2017, about the theory behind central bank asset purchases, the costs and benefits of QE, and how a Kevin Warsh-led Fed could shrink the balance sheet.
Americans are reading less than ever. Policymakers know this is a problem, but they rarely look to public libraries for solutions. Instead, libraries have embraced an agenda of redundancy, morphing into technology centers, daytime homeless shelters, and all-purpose community centers. It's time for libraries to return to their traditional mission: offering Americans serious books and a place for quiet study.Guest Stephen Eide joins us to discuss how refocusing public libraries could help reverse America's reading decline.Stephen Eide is a senior fellow at the Manhattan Institute. He has visited more than 300 public libraries.This podcast discusses themes from Stephen's essay in the Spring 2026 issue of National Affairs: “The Mission of Public Libraries.”
Originally uploaded March 23rd, reloaded April 15th. Jeffrey Mosher welcomes back Karley Abramson, Author and Lead analyst for health policy, Citizen Research Council of Michigan Online sports betting has grown quickly in Michigan. From a policy and economic perspective, how big has this industry become in just the past few years? Your research suggests problem gambling behaviors are increasing. What signs are policymakers and communities seeing that indicate the human costs are rising? Many people view sports betting as entertainment. How can policymakers balance protecting consumers while still allowing a legal industry to operate? You mention policy options to reduce harm. What are one or two practical steps states like Michigan could take to better protect people from gambling addiction? With nearly a quarter of Americans having a sports betting account, what should business leaders, educators, or community organizations understand about the broader social and economic impacts of this trend? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Policy Options to Hedge the Worsening Human Costs of Online Sports Betting In a Nutshell: Online sports betting has grown into a multi-billion-dollar industry in Michigan over the last six years. Problem gambling behaviors have increased due to ubiquitous sports betting apps, leading to financial harm, health issues, and safety concerns. Policymakers have options to mitigate the harm caused by gambling addiction while also respecting people's rights to engage with sports betting as an entertainment product. Many states, including Michigan, have legalized online gambling and sports betting in the last decade, which has led to a proliferation of the industry and a significant economic impact, including tax revenues. Last month, Governor Whitmer presented her Fiscal Year 2026-27 budget recommendations, which included a series of revenue increases aimed at shoring up Medicaid in the wake of changes to federal funding. One of those proposed revenue increases included “updating the state's internet gaming, sports betting, and online gaming tax structure” to raise approximately $190 million. In the six years since online sports betting became legal in Michigan, the industry has grown substantially, providing entertainment to many people and tax revenue to support public services. While many people engage with online sports betting responsibly, a portion of the population is susceptible to problematic gambling behaviors that harm themselves and others. The state has a variety of policy options to blunt some of the negative consequences of online sports betting without abolishing the market for everyone. Alone, or in conjunction with federal action, the state can regulate the industry to limit some of the more dangerous aspects of online sports betting, such as prop-bets and credit card deposits. It can also work toward better support for people with gambling addictions by opening up grants and insurance coverage for treatment, as well as working to coordinate between gaming regulation and health agencies. Karley Abramson joined the Research Council in 2022 as a Research Associate focusing on health policy. Previously, Karley was a nonpartisan Research Analyst at the Michigan Legislative Service Bureau where she specialized in the policy areas of public health, human services, education, civil rights, and family law. Karley has worked as a research fellow for various state and national organizations, including the National Institutes of Health and the ACLU of Michigan. She is a three-time Wolverine with a bachelor's degree in sociology, a master's of public health, and a juris doctor from the University of Michigan.
This week, early‑career scientists will step up to a microphone and have three minutes to explain their research to policymakers, without jargon and with only one slide. The National Lab Research SLAM is designed to move ideas out of the lab and into federal decision‑making faster. Here to tell us what to watch as it gets underway is Antonya Sanders from Los Alamos National Laboratory.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The data is unimpeachable. Homelessness is a national crisis and the numbers of people struggling to live without permanent housing is growing. The latest (2024) data from the US Department of Housing and Urban Development (HUD) finds that 771, 480 people are currently unhoused, and 17,500 more are joining those ranks each week. As decades of research and people with lived experience tell us, ending homelessness requires a massive increase in the affordable housing supply, policies that position low-income renters to stay in the housing they have, and the resources needed by on-the-ground homeless service providers to meet human needs and strengthen communities. And a culture shift is underway. Policymakers and the public are increasingly aware that homelessness is the outcome of broken systems and not of personal failings. On this episode of Power Station I talk to Ann Oliva, the incomparable CEO of the National Alliance to End Homelessness about leading, with the long view, in unstable times. She shares how the Alliance deploys policy advocacy, research, capacity and movement building to make possible a future where all of us are housed. As Ann says, the Alliance is non-partisan, but it is not neutral.
In episode 250 of America Adapts, host Doug Parsons speaks with Dr. Thomas Zeitzoff, professor at American University and author of No Option But Sabotage: The Radical Environmental Movement and the Climate Crisis, to explore a question at the edge of today's climate conversation: what drives movements to escalate? Drawing on his research on political violence and environmental activism, Zeitzoff traces the evolution of the radical environmental movement—from sabotage in the 1990s and early 2000s to today's climate justice movement focused on mass protest and disruption. The conversation explores how tactics shift, what motivates activists, and why—despite intensifying climate impacts—we haven't seen a widespread return to more extreme actions. At the same time, a bigger question emerges: what actually works? As climate impacts become more visible, activism is evolving—but not all attention leads to progress. That's where climate adaptation enters the conversation. At the center of the discussion is a question that reframes the debate: If adaptation and climate response were working, would people feel pushed toward more extreme tactics? This episode doesn't advocate for extremism—but it does examine the conditions that can give rise to it, and how climate adaptation—if done well and communicated effectively—may help prevent it. Key Themes Covered in This Episode The evolution of environmental activism—from sabotage to modern climate justice movements What drives movements toward more extreme tactics—and why that has shifted over time The limits of disruption and whether attention leads to real-world outcomes The disconnect between growing climate impacts and public/political response Climate adaptation as a tangible pathway to reduce risk and build trust The role of communication in making adaptation visible and building broader support For Educators & Students How social movements evolve under pressure and changing conditions The intersection of political violence theory and environmental activism How tactics shift based on perceived effectiveness and opportunity The role of communication and public perception in shaping climate action Who Should Listen to This Episode Climate adaptation and resilience professionals Policymakers, planners, and climate communicators Researchers and students studying climate and social movements NGOs, funders, and private sector leaders focused on climate risk and engagement Links: https://www.american.edu/spa/faculty/zeitzoff.cfm https://www.zeitzoff.com/ https://www.amazon.com/No-Option-but-Sabotage-Environmental/dp/0197796842/ref=sr_1_1?crid=QN51R2M1EBJJ&dib=eyJ2IjoiMSJ9.wM0lQCG41LkQEyTyrLkqtw.snxAdEz-eh3IOkevRxa1UYKgj8YVscwKLl0-auHgj6c 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! Subscribe to the America Adapts newsletter 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
April 3, 2026- State Health Commissioner Dr. James McDonald discusses efforts to ensure that New York's kids have access to vaccines regardless of shifting immunization policies at the federal level.
The MAHA Lowdown with Jeff Louderback – Debate over glyphosate intensifies as advocates warn of health risks and environmental harm. Support grows for regenerative farming as a sustainable alternative to chemical agriculture. Policymakers and farmers face challenges balancing crop demands, economic pressures, and public health concerns while transitioning toward practices that prioritize soil health and reduce pesticide...
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.
Throughout Biden's presidency, our military was neglected and underfunded. Since Trump came in office just over a year ago, improvements have already been made to our leadership, systems, investments, and morale, but we know that climbing out from under that former degradation and humiliation of our troops takes time. The Heritage Foundation hopes to build […]
Calibrate Real Estate Podcast #201 In this episode of the Calibrate Real Estate Podcast, host Kyle Malnati sits down with Scott Rathbun, the President and Owner of Apartment Appraisers and Consultants (AANC), to discuss the current state of the apartment market in the Denver Metro Area. This episode provides valuable insights and data-driven analysis for real estate professionals and decision-makers in the Denver Metro Area, as they navigate the current market conditions and plan for the future. Here are key takeaways: The Denver Metro Area is experiencing a slowdown in population growth and employment, which are typically the key drivers of housing demand. The demand for apartments remains high due to the increasing unaffordability of homeownership, leading to a delay in the transition from renting to owning. The apartment market has been overbuilt, resulting in rising vacancy rates and the need for landlords to offer significant concessions to attract tenants. The decline in rents is impacting the affordable housing market, as market-rate rents are now competing with subsidized affordable units. The development pipeline is shrinking, which could lead to a future shortage of new apartment supply and a potential resurgence in rent growth. Investors and developers should closely monitor the market trends and be prepared to adjust their strategies accordingly. Renters may have more negotiating power in the short term, but the long-term outlook suggests the potential for a tightening market and rising rents. Policymakers and affordable housing advocates should consider ways to incentivize the development of affordable units to mitigate the impact of the market-rate rent competition.
Welcome to episode #1024 of Thinking With Mitch Joel (formerly Six Pixels of Separation). At a time when the digital infrastructure that underpins modern life feels increasingly hostile, few voices have been as prescient... or as relentless... as Cory Doctorow. A science fiction novelist, journalist and technology activist, Cory serves as Special Advisor to the Electronic Frontier Foundation and has long stood at the intersection of storytelling, policy and power. Over the course of a prolific career (one that includes bestselling fiction, influential tech policy books like Chokepoint Capitalism and The Internet Con, and his widely read Pluralistic blog) Cory has chronicled how digital markets consolidate, calcify and ultimately betray their users. His latest nonfiction work, Enshittification - Why Everything Suddenly Got Worse And What To Do About It, gives a name to the slow degradation of online platforms: the predictable cycle in which services begin by delighting users, then exploit them, then squeeze the businesses that depend on them, until only monopoly power remains. Cory situates this decline not as technological inevitability but as the result of specific policy choices that empowered monopolies and weakened enforcement. At the same time, Cory challenges the fatalism that often surrounds technological decline. Anti-circumvention laws, regulatory capture and collective action problems may constrain consumers, but they are not immovable forces. Cultural norms can shift. Policy can be rewritten. Markets can be redesigned. Grounded in economic literacy and moral urgency, Cory's work calls for ethical leadership, regulatory courage and a reclamation of agency in the systems that shape our digital lives. Enjoy the conversation… Running time: 1:00:43. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Cory Doctorow. Enshittification - Why Everything Suddenly Got Worse And What To Do About It. Pluralistic. Chokepoint Capitalism. The Internet Con. Cory's books. Cory's newsletter. Follow Cory on X. Chapters: (00:00) - Introduction to Cory Doctorow. (03:07) - The AI Bubble: Understanding the Economics. (06:08) - The Future of AI and Labor. (08:56) - Open Source Models and Their Potential. (11:50) - AI as a Tool: The Multiplier Effect. (14:50) - The Reality of AI's Impact on Society. (17:57) - Billionaire Perspectives and UBI. (20:56) - The Disconnect Between Wealth and Labor. (23:49) - The Future of Work in an AI-Driven World. (30:15) - The Illusion of Value in Economic Activity. (33:34) - The Crisis of Ethical Leadership. (36:56) - The Role of Policymakers in Corporate Behavior. (38:45) - Understanding Lock-In: Users and Businesses. (40:40) - The Impact of Monopolies and Monopsonies. (49:22) - The Need for Anti-Circumvention Law Repeal. (54:24) - Cultural Norms vs. Regulation in Consumer Behavior.
Guest: Padraic Scanlan. Scanlan explains the Victorian view of the famine through the lens of economist Thomas Malthus, who believed the "generous" potato encouraged overpopulation. He notes that British policymakers viewed the famine as a natural, inevitable correction and feared that providing aid would discourage the Irish poor from developing a "civilized" work ethic.
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley's key investment themes for this year and how they're influencing markets and economies.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Thematic and Sustainability Research. Today – the four key themes that will define markets and economies in 2026. It's Monday, January 26th, at 10am in New York. If you're feeling overwhelmed by all the market noise and constant swings, you're not alone. One of the biggest hurdles for investors today is really figuring out how to tune out the short-term ups and downs and focus on the bigger trends that are truly changing the world. At Morgan Stanley Research, thematic analysis has long been central to how we think about markets, especially in periods of extreme volatility. A thematic lens helps us step back from the noise and really focus on the structural forces reshaping economies, industries, and societies. And that perspective has delivered results. In 2025, on average, our thematic stock categories outperformed the MSCI World Index by 16 percent and the S&P 500 by 27 percent. And this really reinforces our view that long-term themes can be powerful drivers of alpha. For 2026, our framework is built around four key themes: AI and Tech Diffusion, The Future of Energy, The Multipolar World, and Societal Shifts. Now three of these themes carry forward from last year, but each has evolved meaningfully – and one of our themes represents a major expansion on our prior work. First, the AI and Tech Diffusion theme remains central, but has clearly matured and evolved. In 2025, the focus was on rapid capability gains. In 2026, the emphasis shifts to non-linear improvement and the growing gap between AI capabilities and real-world adoption. A critical evolution is our view that compute demand is likely to exceed supply meaningfully, even as software and hardware become more efficient. As AI use cases multiply and grow more complex, the infrastructure – especially computing power – emerges as a defining constraint. Next is The Future of Energy, which has taken on new urgency. Energy demand in developed markets, long assumed to be flat, is now inflecting upwards. And this is driven largely by AI infrastructure and data centers. Compared with 2025, this theme has expanded from a supply conversation into one focused on policy. Rising energy costs are becoming increasingly visible to consumers, elevating a concept we call the ‘politics of energy.' Policymakers are under pressure to prioritize low-cost, reliable energy, even when trade-offs exist, and new strategies are emerging to secure power without destabilizing grids or increasing household bills. Our third theme, The Multipolar World, also builds on last year but with sharper edges. Globalization continues to fragment as countries prioritize security, resilience, and national self-sufficiency. Since 2025, competition has become more clearly defined by access to critical inputs – such as energy, materials, defense capabilities, and advanced technology. Notably, the top-performing thematic categories in 2025 were driven by Multipolar World dynamics, underscoring how geopolitical and industrial shifts are translating directly into market outcomes. Now the biggest evolution comes with our fourth key theme – which we call Societal Shifts – and this expands on our prior work on Longevity. This new framework captures a wider range of forces shaping societies globally: AI-driven labor disruption and evolution, aging populations, changing consumer preferences, the K-economy, the push for healthy longevity, and challenging demographics across many regions. These shifts increasingly influence government policy, corporate strategy, and economic growth – and their impact spans far more industries than investors often expect. Now crucially these themes don't operate in isolation. AI accelerates energy demand. Energy costs shape politics. Politics influence supply chains and national priorities. And all of this feeds directly into societal outcomes: from employment to consumption patterns. The power of thematic investing lies in understanding these intersections, where multiple forces reinforce one another in underappreciated ways. So to sum it up, the most important investment questions for 2026 aren't just about growth rates. They're about structure. Understanding how technology, energy, geopolitics, and society evolve together may be the clearest way to see where opportunity, and risk, are truly heading. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
The Dean's List with Host Dean Bowen – Policymakers begin questioning one-to-one laptop policies in schools as concerns grow over student screen time. Education leaders urge limits, especially for younger children, and encourage a return to paper-based learning. The shift reflects rising awareness about attention, development, and balancing technology with meaningful classroom interaction and long-term educational outcomes...
Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Ridham Desai, Morgan Stanley's Head of India Research and Chief India Equity Strategist. Today: one of the big debates in Asia this year. Can Indian equities recover their strength after a historic slump? It's Wednesday, January 14th, at 2pm in Mumbai.India ended 2025 with its weakest relative performance versus Emerging Markets since 1994. That's right – three decades. The reason? A mid-cycle growth slowdown, rich valuations, and the fact that India doesn't offer an explicit AI-related trade. Add in delays on the U.S. trade deal plus India's low beta in a global bull market, and you've got a recipe for underperformance. But we think the tide is turning. Valuations have corrected meaningfully and likely bottomed out in October. More importantly, India's growth cycle looks poised for a positive surprise. Policymakers have gone all-in on reflation, deploying a mix of aggressive measures to revive momentum. The Reserve Bank of India has cut rates, reduced the cash reserve ratio, infused liquidity and gone in for bank deregulation which are adding fuel to the fire. The government has front-loaded capital expenditure and announced a massive ₹1.5 trillion GST rate cut to encourage people to spend more on goods and services. All these moves – along with improving ties between India and China, Beijing's new anti-involution push, and the possibility of a major India-U.S. trade deal – are laying solid groundwork for recovery. Put simply, India's once-tough, post-pandemic economic stance is easing up. And that could open the door to a major shift in how investors see the market going forward. India's macro backdrop is also evolving. The reduced reliance on oil in GDP, the growing share of exports, especially in services, the ongoing fiscal consolidation – all indicate a smaller saving imbalance. This means structurally lower interest rates ahead. And flexible inflation targeting, and volatility in both inflation and interest rates should continue to decline. High growth with low volatility and falling rates should translate into higher P/E multiples. And don't forget the household balance sheet shift toward equities. Systematic flows into domestic mutual funds are evidence of this trend. Investor concerns are understandable, but let's keep them in context. More companies raising capital often signals growth ahead, not just high valuations. Domestic investment remains strong, thanks to a steady shift toward equities. India's premium valuations reflect solid long-term growth prospects and expectations for lower real interest rates. On the policy front, efforts to boost growth are robust, and we see real growth potentially surprising to the upside. While India isn't a leader in AI yet, the upcoming AI summit in February could help address concerns about India's role in tech innovation. What key catalysts should investors watch? Look for positive earnings revisions, further dovishness from the RBI, reforms from the government including privatization, and the long-awaited U.S. trade deal. But also keep an eye on key risks – slower global growth and shifting geopolitical dynamics. So, after fifteen months of relative pain, could India be on the cusp of a structural re-rating? If growth surprises to the upside – and we think it will – the story of 2026 may just be India's comeback. Stay tuned.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.