Podcasts about science act

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Best podcasts about science act

Latest podcast episodes about science act

CEO Perspectives
Will China Blockade Taiwan?

CEO Perspectives

Play Episode Listen Later Apr 17, 2025 35:57 Transcription Available


China is determined to reincorporate Taiwan—raising the stakes for countries and for businesses.     By 2027, China could be militarily capable of taking over Taiwan, backed by the world's largest navy and a growing air force. What's next for China-Taiwan relations, and how does their relationship affect Western businesses?     Join Steve Odland and guest Dr. Lori Esposito Murray, senior fellow for national security and managing director of CEO programs at the Council on Foreign Relations, to find out how Taiwan got here, why China could seek to blockade or quarantine Taiwan, and what options are available to the US to deter or counter such threats.    (01:01) China's Military Buildup (03:41) Historical Context of China-Taiwan Relations (04:43) Post-WWII and Civil War Dynamics (07:38) US-China-Taiwan Relations and Policies (09:54) Europe's Stance on Taiwan (12:00) China's Intentions and Taiwan's Response (15:05) Potential Conflict Scenarios (24:02) Business Implications and Conclusion     For more from The Conference Board:  The US-China Trade War Escalates  China, Taiwan, Japan, and the New Administration  The Future of the CHIPS and Science Act 

Parallax Views w/ J.G. Michael
Trump's Tariffs, Trumponomics vs. Bidenomics, & More w/ Doug Henwood

Parallax Views w/ J.G. Michael

Play Episode Listen Later Apr 9, 2025 38:09


On this edition of Parallax Views, the Left Business Observer's Doug Henwood, host of the influential radio program Behind the News, returns to the program to discuss Trump's tariffs, Bidenomics vs. Trumponomics, the legacy of the anti-WTO/anti-globalization protests of the late 1990s, and much more! Literally a half hour before Doug and I began recording Trump announced a 90-day pause on some of his tariffs. We'll be discussing what Doug sees as Trump's nostalgia about a romanticized 1950s America and how he believes that is driving Trump's policies in many ways. Doug talks about what he sees as the nonsensical nature of Trump's tariffs and how stocks shot up immediately after Trump announced the 90-day pause. Although sometimes there's more noise than signal when looking at the stock market, in this case the response of the stock market over the past week has reflected very real economic anxieties. He also notes that the bond market has been reacting strangely in the past week in a way that is worrying. Doug notes that we'll likely see prices increase in May and June and discusses the effect these tariffs will have on those at the bottom of the income distribution. All of this will factor into Doug's analysis of why he thinks Trump has announced a 90-day pause on some tariffs. We'll also discuss in-depth the pros and cons of Bidenomics and then look at that in comparison to Trumponomics. We'll discuss industrial policy, ways of bringing back manufacturing to the U.S. in a productive rather than destructive manner, and we'll look at the effect of tariffs on poorer countries like Vietnam or Cambodia. We'll also discuss how there's been a wide backlash against Trump's tariffs from across the political spectrum including libertarians like Thomas Sowell, CNBC's Jim Cramer, and even some protectionists. Doug Henwood sums up the backlash as being driven ultimately by the crudeness of the tariff policy. The conversation will also delve into Trump's romanticism about the 19th century U.S. economy, the legacy of the anti-WTO/anti-globalization protests of the late 90s, the potential of a pro-trade internationalism that isn't neoliberal and is informed by socialist or left-wing concerns, the CHIPS and Science Act of 2022, the Biden team's failure to tout the positive aspects of Bidenomics, Trump's anti-libertarian streak, DOGE, the misanthropy of the Silicon Valley right-wing, comparing and contrasting the Ralph Nader and Donald Trump views on foreign trade, and much, much more!

The Deduction
Understanding the 5 Most Critical Tax Issues in Today's Debate

The Deduction

Play Episode Listen Later Apr 2, 2025 48:21


What are the biggest tax stories shaping policy today—and what do they mean for you? In our 100th episode, we break down the five biggest tax stories, from the global tax deal to the looming expiration of the Tax Cuts and Jobs Act. Kyle Hulehan and Erica York are joined by Daniel Bunn, President and CEO of  Tax Foundation, and Garrett Watson, Director of Policy Analysis. We also dive into the Inflation Reduction Act, the CHIPS and Science Act, the rise of flat taxes in states, and the role of tariffs in tax policy.  Links: https://taxfoundation.org/podcast/all/understanding-property-taxes/https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/https://taxfoundation.org/blog/global-tax-agreement/https://taxfoundation.org/blog/flat-tax-state-income-tax-reform/https://taxfoundation.org/blog/inflation-reduction-act-ira-credits-repeal-reform/Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

Tax Foundation Events
Understanding the 5 Most Critical Tax Issues in Today's Debate

Tax Foundation Events

Play Episode Listen Later Apr 2, 2025 48:21


What are the biggest tax stories shaping policy today—and what do they mean for you? In our 100th episode, we break down the five biggest tax stories, from the global tax deal to the looming expiration of the Tax Cuts and Jobs Act. Kyle Hulehan and Erica York are joined by Daniel Bunn, President and CEO of  Tax Foundation, and Garrett Watson, Director of Policy Analysis. We also dive into the Inflation Reduction Act, the CHIPS and Science Act, the rise of flat taxes in states, and the role of tariffs in tax policy.  Links: https://taxfoundation.org/podcast/all/understanding-property-taxes/https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/https://taxfoundation.org/blog/global-tax-agreement/https://taxfoundation.org/blog/flat-tax-state-income-tax-reform/https://taxfoundation.org/blog/inflation-reduction-act-ira-credits-repeal-reform/Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

The Electorette Podcast
Power, Politics & the Grid: Kate Gordon on America's Energy Crossroads

The Electorette Podcast

Play Episode Listen Later Apr 1, 2025 44:43


What if the clean energy revolution isn't coming—it's already here, quietly reshaping global power, American manufacturing, and the way we heat our homes? In this episode of The Electorette, host Jen Taylor-Skinner sits down with energy policy expert Kate Gordon to unpack the largest climate investment in U.S. history—and why most Americans barely noticed it. Together, they explore the ambitious trio of laws passed under the Biden administration—the Inflation Reduction Act, the Infrastructure Investment and Jobs Act, and the CHIPS and Science Act—which together form a bold, strategic roadmap for decarbonization, domestic manufacturing, and energy independence. Kate walks us through the rarely-discussed connections between AI, electrification, and rising energy demand, the geopolitical aftershocks of Russia's war in Ukraine, and why our energy future hinges on the power grid, community investment, and supply chain resilience. We also confront the dangers ahead: environmental protections being rolled back, mass layoffs at the Department of Energy, and a growing political movement determined to unravel decades of climate progress. This is a conversation about what's working, what's under threat, and why the clean energy transition isn't just about science—it's about power, politics, and the future of democracy itself. Kate Gordon is an energy policy expert, and the CEO of California Forward, a statewide organization dedicated to a more sustainable, resilient, and inclusive economy across every region of the state. Episode Chapters/Timestamps (00:00) Investments in Climate Change Mitigation The Biden administration's IRA includes transformative bills for clean energy, grid resilience, EV infrastructure, and semiconductor technology. (07:17) Energy Dominance Fracking's impact on U.S. energy dominance, European demand for American gas, and balancing fossil fuels and renewables for future energy needs. (12:47) Climate Investment Rollbacks and Tax Cuts Rollback of environmental protections, tension in clean energy projects, contradictions in domestic manufacturing policies, and lack of coherence in climate action. (24:20) Strategic Manufacturing and Resource Economics Domestic manufacturing's complexities, strategic necessity of producing goods, geopolitical implications of resource economics, and challenges faced by Department of Energy. (29:24) Impact of Federal Job Cuts Recent staffing changes at DOE have led to loss of skilled professionals and highlight inefficiencies in federal hiring processes. (33:47) Energy Security and Strategic Relationships The Department of Energy's role in managing nuclear infrastructure, risks of operational missteps, cybersecurity for the power grid, energy independence, and challenges in communicating these concerns to the public. Learn more about your ad choices. Visit megaphone.fm/adchoices

Proactive - Interviews for investors
New Era Helium shifts focus to AI power needs with integrated energy strategy

Proactive - Interviews for investors

Play Episode Listen Later Mar 11, 2025 8:10


New Era Helium CEO Will Gray joined Steve Darling from Proactive to outline the company's strategic shift toward maximizing the value of its helium and natural gas assets in the Permian Basin to support the rapidly growing AI-driven economy. The company is positioning itself as a key player in behind-the-meter power generation, leveraging its resources to fuel high-performance computing and AI data centers. The company confirmed it remains on track to meet key production milestones while exploring an integrated energy strategy. Since 95% of the world's helium is found in association with natural gas, the company sees a unique opportunity to directly contribute to the AI industry's expanding power needs. Rather than selling natural gas as a commodity, New Era plans to utilize its Pecos Slope Gas Field to generate up to 70 megawatts (MW) of electricity for at least 20 years, supporting the rising demand for AI computing power. As part of this transition, the company's joint venture, Texas Critical Data Centers, has signed a non-binding letter of intent to acquire land in Texas for a planned 250MW net-zero AI and high-performance computing center. This move aligns with increasing domestic demand for helium in semiconductor manufacturing and AI applications, further accelerated by the CHIPS and Science Act. New Era Helium anticipates providing a formal update on its Pecos Slope processing plant soon, signaling further progress in its energy-focused strategy. #proactiveinvestors #neweraheliuminc #nasdaq #nehc #oil #gas #perimianbasin #HeliumProduction #DataCenters #CarbonCapture #AI #Semiconductors #EnergyInnovation #NaturalGas #TechGrowth #SustainableEnergy

PolicyCast
Ricardo Hausmann on the rise of industrial policy, green growth, and Trump's tariffs

PolicyCast

Play Episode Listen Later Mar 5, 2025 58:39


For market purists, any mention of the term industrial policy used to evoke visions of heavy-handed Soviet-style central planning, or the stifling state-centric protectionism employed by Latin American countries in the late 20th century. But that conversation turned dramatically over the last several years, as President Joe Biden's signature legislative achievements like the CHIPS and Science Act and the Inflation Reduction Act showcased policies designed to influence and shape industries ranging from tech to pharma to green energy. My guest today, Harvard Kennedy School Professor Ricardo Hausmann, is the founder and director of the Growth Lab, which studies ways to unlock economic growth and collaborates with policymakers to promote inclusive prosperity around the world. Hausmann says he believes markets are useful, but have shown themselves inadequate to create public benefits at a time when public objectives like the clean energy transition and shared prosperity have become increasingly essential to human society. In a wide-ranging conversation, we'll discuss why industrial policy is making a comeback, tools that the Growth Lab has developed to help poorer countries and regions develop and prosper, and the uncertainty being caused by President Trump's pledge to raise tariffs and protectionist barriers.Ricardo Hausmann's policy recommendations:Encourage governments to track industries that are not yet developed but have the potential for growth and monitor technological advancements to identify how new technologies can impact existing industries or create new opportunities.Develop state organizations with a deep understanding of societal trends and industrial potential, similar to Israel's office of the Chief Scientist or the U.S. Presidential Commission on Science and Technology.Encourage governments to develop a pre-approved set of tools—including training, educational programs, research programs, and infrastructure—that can be quickly mobilized for specific economic opportunities.Teach policy design in a way that mirrors medical education (e.g., learning by doing as in a teaching hospital), because successful policy design requires real-world experience, not just theoretical knowledge. Ricardo Hausmann is the founder and director of Harvard's Growth Lab and the Rafik Hariri Professor of the Practice of International Political Economy at Harvard Kennedy School. Under his leadership, the Growth Lab has grown into one of the most well regarded and influential hubs for research on economic growth and development around the world. His scholarly contributions include the development of the Growth Diagnostics and Economic Complexity methodologies, as well as several widely used economic concepts. Since launching the Growth Lab in 2006, Hausmann has served as principal investigator for more than 50 research initiatives in nearly 30 countries, including the US, informing development policy, growth strategies and diversification agendas at the national, regional, and city levels. Before joining Harvard University, he served as the first chief economist of the Inter-American Development Bank (1994-2000), where he created the Research Department. He has served as minister of planning of Venezuela (1992-1993) and as a member of the Board of the Central Bank of Venezuela. He also served as chair of the IMF-World Bank Development Committee. He holds a Ph.D. in economics from Cornell University.Ralph Ranalli of the HKS Office of Communications and Public Affairs is the host, producer, and editor of HKS PolicyCast. A former journalist, public television producer, and entrepreneur, he holds an BA in political science from UCLA and a master's in journalism from Columbia University.Scheduling and logistical support for PolicyCast is provided by Lillian Wainaina. Design and graphics support is provided by Laura King of the OCPA Design Team. Web design and social media promotion support is provided by Catherine Santrock and Natalie Montaner of the OCPA Digital Team. Editorial support is provided by Nora Delaney and Robert O'Neill of the OCPA Editorial Team. 

Bloomberg Daybreak: US Edition
Trump Talks Tariffs & Chips in Congressional Address; Disney Job Cuts

Bloomberg Daybreak: US Edition

Play Episode Listen Later Mar 5, 2025 21:17 Transcription Available


On today's podcast: 1) President Trump promises golden age but warns tariffs could cause disturbance, President Trump defended his tariff plan, saying it would raise "trillions and trillions" in revenue and rebalance trading relationships, despite acknowledging potential economic pain. The president touted his tariff moves as effective in bringing jobs to the US, threatened to impose new tariffs, and announced plans for domestic energy production and an office of shipbuilding at the White House. 2) Trump calls for a repeal of the Chips Act. The president touted his tariff moves as more effective at bringing jobs to the US than Biden’s efforts, which included the Chips and Science Act and its billions in subsidies to spur domestic semiconductor manufacturing. Trump urged lawmakers to eliminate the Chips Act and said he would not give chipmakers any more funds from the law. 3) Job cuts are on the way at Disney. The Walt Disney Company is eliminating roughly 200 jobs across its ABC and entertainment TV networks, according to an internal memo. The majority of the cuts affect the ABC News division in New York. Production units including ABC News Studios, 20/20 and Nightline will be consolidated and the impacted employees will be notified on Wednesday, according to the memo.See omnystudio.com/listener for privacy information.

America's Work Force Union Podcast
Emily Twarog, LEP Illinois | Jason Walsh, BlueGreen Alliance

America's Work Force Union Podcast

Play Episode Listen Later Mar 4, 2025 57:54


Emily Twarog, Associate Professor of History and Labor Studies at the University of Illinois School of Labor and Employment Relations, Labor Education Program (LEP), joined America's Work Force Union Podcast to discuss women's leadership in labor unions and her research on sexual harassment in the workplace. Jason Walsh, Executive Director of the BlueGreen Alliance, joined the America's Work Force Union Podcast to discuss ongoing threats to the federal workforce, the future of the Inflation Reduction Act and the potential impact legislative decisions could have on the CHIPS and Science Act.

The TechEd Podcast
Can U.S. Manufacturing Keep Its Edge? What it Will Take to Compete Globally in 2025 - Congresswoman Haley Stevens

The TechEd Podcast

Play Episode Listen Later Feb 18, 2025 38:20


How does the U.S. stay competitive in manufacturing, EVs, and AI while protecting innovation and growing the workforce?Manufacturing has always been the backbone of Michigan's economy, and few people understand this better than Congresswoman Haley Stevens. Representing Michigan's 11th District, she has spent her career championing industrial policy, workforce development, and technological innovation. From her time on the U.S. Auto Rescue Task Force to her leadership on the House Science, Space, and Technology Committee, Stevens brings a unique perspective on the challenges and opportunities facing American industry.In this episode, we explore how Michigan—and the U.S. as a whole—can maintain its competitive edge in manufacturing, navigate the future of the EV market, and ensure the workforce is prepared for the next generation of industrial technology. If you care about the future of manufacturing, this conversation is one you won't want to miss.Listen to learn:Why Michigan's EV industry is facing a critical turning point and what policies will determine its long-term successHow the CHIPS and Science Act is reshaping U.S. manufacturing—and the next frontier in supply chain securityWhy industrial AI and automation adoption are accelerating—and what's missing from America's strategyThe hidden workforce gap in manufacturing education that could stall industry growthWhat a little-known manufacturing success story in Michigan reveals about the future of U.S. innovation3 Big Takeaways from this Episode:America's EV strategy is at a crossroads. Policy decisions made now will determine whether the U.S. leads in electric vehicle manufacturing or falls behind. Workforce training and battery production will be key to staying competitive.CHIPS and Science was just the start. While the act boosted domestic semiconductor production, gaps remain in minerals, advanced materials, and supply chain resilience. A national strategy is needed to secure the future of U.S. manufacturing.Industrial AI is evolving faster than policy. Manufacturers are adopting AI-driven automation, but without a clear national framework, workforce development and industry competitiveness risk falling behind global leadersResources in this Episode:Visit Congresswoman Haley Steven's Page: stevens.house.govConnect with the Congresswoman Online:X / TwitterWe want to hear from you! Send us a text message.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
3 Reasons Why Clean Energy is Here to Stay – Jennifer Granholm, 16th U.S. Secretary of Energy

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later Feb 11, 2025 22:10


“Deploy, deploy, deploy. More than half a trillion dollars has been invested in the United States since the passage of the Inflation Reduction Act and the bi-partisan Infrastructure Bill. These laws have made investing in America irresistible. They have made the energy transition inevitable - and inexorable.” Speech by Jennifer Granholm Federal-level developments have delivered a series of blows, leaving many of us questioning the future of clean energy, sustainability and climate action. If you're feeling that uncertainty, this week's episode is for you.   Listen to this powerful speech by Jennifer Granholm, 16th U.S. Secretary of Energy (2021-2025), who used her final public address in office to herald the clean energy revolution underway in the U.S. Her words will leave you feeling optimistic and inspired by the opportunities this transition is creating, as it also makes communities more resilient to the ravages of climate change that we have all been witnessing.   Granholm lays out three powerful reasons to believe that the clean energy transition is built to last. She delivers a powerful reminder about how the Inflation Reduction Act, the Infrastructure Bill, and the CHIPS and Science Act have sparked investments across America, driving record-breaking economic growth (including mostly in Republican-dominated states) with an energy revolution that she says is here to stay.You'll hear about: Powerful statistics from the Department of Energy, such as how 98% of the programs have received at least one round of funding under the existing regulations. The 900 new clean energy manufacturing facilities and expansions across the country, many in communities that previously suffered from job losses. Advancements made in battery supply chains, nuclear power, and other clean energy technologies. How the baton is now handed to us, to advocate for these laws and ensure their continued support through our representatives in Congress. Plus, career advice from Rachel McCleery, former Senior Advisor, U.S. Treasury Dept., Office of the Inflation Reduction Act, featured in Joan Michelson's Forbes piece on How Women Can Look At Their Careers Differently In 2025, Especially In Climate, Energy. “You have to have a little bit of fearlessness at this stage of your career. You have the ambition, you have the drive, you know how to do it, you have the confidence. But confidence and fearlessness, to me, they are two very different things. And in order to take that step, you have to be able to take some risks and you have to assume space that you haven't before.” Rachel McCleery on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: Gina McCarthy, Fmr. White House National Climate Advisor & Climate Policy Head, on how climate policy boosts the economy Heather Boushey, White House Council of Economic Advisors, on how federal funding is expediting the energy transition while helping to avert the worsening effects of climate change Tara Giunta, Global Co-Chair of ESG & Sustainable Finance Practice at Paul Hastings Law Firm, on climate risk disclosure rules of the Securities and Exchange Commission Lisa Jacobson & Tara Narayanan, Bloomberg New Energy Finance, on why the energy transition is in full swing despite headwinds Halla Hrund Logadottir, Director-General, Iceland's National Energy Authority, on how the country has become 85% renewable energy.  Want to hear more from us? Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.

Tough Things First
American Chip Manufacturing: New President New Plan?

Tough Things First

Play Episode Listen Later Jan 1, 2025 10:44


The reemerging American semiconductor industry is a little nervous about what President Trump will do regarding the CHIPS and Science Act, but CNBC reports Trump is unlikely to roll it back. In this Tough Things First podcast, Ray Zinn says only a robust American chip sector can thwart Chinese power grab through chip dominance.   Rob Artigo:…you ran Micrel as […]

Richard Helppie's Common Bridge
Revolutionizing U.S. Infrastructure: Insights from Professor Rick Geddes

Richard Helppie's Common Bridge

Play Episode Listen Later Dec 29, 2024 49:27


What if the biggest infrastructure overhaul in the U.S. since the interstate highway system is happening right now? Join us on the Common Bridge as we sit down with Professor Rick Geddes from Cornell University, a leading expert with an eye-opening perspective on the future of infrastructure policy. Professor Geddes enlightens us on the sweeping changes brought by the Infrastructure Investment and Jobs Act, the Chips and Science Act, and the Inflation Reduction Act. These legislative initiatives represent a historic investment in the nation's infrastructure, reshaping sectors from transportation to energy, while also highlighting the necessity for strategic and long-term project planning.The infrastructure landscape is witnessing a quiet technological revolution, and we explore the latest innovations shaping this transformation. From elastic concrete additives to drones revolutionizing inspections, the adoption of these cutting-edge technologies faces hurdles, particularly among smaller public entities. We dive into the concept of future-proofing procurement contracts, a strategic approach to ensure the integration of innovations and transferring risks to private partners. As these advancements unfold, we explore the promise they hold for boosting efficiency and sustainability in infrastructure management.Our conversation also ventures into the critical aspects of infrastructure maintenance and the role of public-private partnerships in driving progress. Professor Geddes shares insights into the challenges and opportunities in renewable energy infrastructure, emphasizing the need for comprehensive lifecycle planning. We highlight the significant role of diverse career paths within the sector, encouraging a new generation of professionals to contribute meaningfully. With a mix of optimism and realism, we discuss ensuring basic services for all communities and the moral imperative of universal service, envisioning a future where infrastructure becomes a catalyst for economic growth and public well-being.Support the showEngage the conversation on Substack at The Common Bridge!

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
The Future Of The Energy Transition, Grid - Joan Moderating ICWS Webinar With Energy Leaders

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later Dec 17, 2024 71:04


“Today we are talking about accelerating the clean energy transition, including government policy, lowering costs, and decarbonization...The new 2024 Energy Fact book (by BCSE & BNEF)… found that the energy transition is in full swing with ‘record breaking' public and private sector investments in clean power and renewable energies showing cost competitiveness even without government subsidies…But the two key pieces we're going to talk about today are… the grid and storage.” Joan Michelson on Electric Ladies Podcast Between market forces, government incentives and funding, and public-private partnerships, the transition to a net zero economy is in full swing and resilient, despite “headwinds” like covid, high interest rates, supply chain issues and political pressures, studies show. Where are we now? Listen to this webinar produced by ICWS and emceed/moderated by Electric Ladies host Joan Michelson, with top experts from Schneider Electric, Smart Electric Power Alliance, EcoEngineers and Long Duration Energy Storage Assn..   You'll hear about: Where we are in the energy transition and why clean energy is cost competitive now How we need to upgrade and reinvent the grid, the hub of the system The importance of energy storage, including long-duration energy storage and hydrogen What impact the Inflation Reduction Act, Infrastructure Investment Act and the CHIPS and Science Act have had – and will have going forward (or not). Plus, here's some insightful career advice, such as… “Think about your career as a business…Try to always have a mindset of kind of what I want first…What organizations do I want to work with? Where, what kind of responsibilities do I want to have? And maybe I do it through a traditional employer employee relationship, or maybe I just branch out on my own and just do it right? And I feel like women should feel empowered to do that and to be that kind of proactive thinking. And don't be afraid.” Lisa Jacobson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Lisa Jacobson (BCSE) & Tara Narayanan (BNEF), on their 2024 Energy Factbook, by the Business Council for Sustainable Energy and Bloomberg New Energy Finance Melissa Lott, Ph.D., Director of Research at the Center for Global Energy Policy at Columbia University, and the lead scientists in the PBS/NOVA documentary “Chasing Carbon Zero.” Vanessa Chan, Ph.D., Chief Commercialization Officer of the Department of Energy and Director of the Office of Technology Transitions, on the Inflation Reduction Act and the transition to clean energy. Inna Braverman, Founder/CEO of Eco Wave Power, on how wave power works and her powerful personal story that reflects today's geopolitical dynamics. Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Future U Podcast
Chips and Higher Ed: What the Federal Investment Means for Colleges

Future U Podcast

Play Episode Listen Later Dec 10, 2024 20:56


What does a community college in Idaho have to do with mounting economic tensions between the U.S. and China? A lot, actually. On this episode of Future U., Michael and Jeff dive into what the CHIPS and Science Act—the federal spending package designed to reduce the United States' reliance on foreign manufacturers for microchips and other advanced technologies—means for a segment of American postsecondary institutions that's often forgotten in these conversations: community colleges. They talk with nonprofit and government leaders about how the CHIPS supports the education and training of a high tech workforce. They then go deep with the team at the College of Western Idaho to get a view of how they are developing these programs in collaboration with their corporate partner, Micron. This episode is sponsored by Ascendium Education Group. Connect with Michael Horn:Sign Up for the The Future of Education NewsletterWebsiteLinkedInX (Twitter)ThreadsConnect with Jeff Selingo:Sign Up for the Next NewsletterWebsiteX (Twitter)ThreadsLinkedInConnect with Future U:TwitterYouTubeThreadsInstagramFacebookLinkedInSubmit a question and if we answer it on air we'll send you Future U. swag!Sign up for Future U. emails to get special updates and behind-the-scenes content.

The Capitalism and Freedom in the Twenty-First Century Podcast
AI, Tech, Industrial Policy and Baby Equities with Brad Gerstner (Altimeter Capital Founder and CEO)

The Capitalism and Freedom in the Twenty-First Century Podcast

Play Episode Listen Later Dec 10, 2024 60:22 Transcription Available


Jon Hartley and Brad Gerstner discuss Brad's career, free markets, investing in technology, industrial policy, the CHIPS and Science Act, and baby equity investment accounts. Recorded on November 1, 2024. ABOUT THE SPEAKERS: Brad Gerstneris the founder and CEO of Altimeter Capital, a tech investment firm based in Silicon Valley, that manages both public and VC investment portfolios. Started in 2008, Altimeter manages over $15bn of investments across its public equity fund and venture capital funds. Brad is also the founder of Invest America, a non-profit that is spearheading research into the creation of private investment accounts for the 3.7 million children born each year in America, unlocking economic mobility for the next generation. Born in Indiana, he studied at Wabash College, Oxford University, Indiana University School of Law and Harvard Business School. He practiced securities law and served a term as Indiana deputy secretary of state before returning to HBS. Jon Hartley is a Research Assistant at the Hoover Institution and an economics PhD Candidate at Stanford University, where he specializes in finance, labor economics, and macroeconomics. He is also currently a Research Fellow at the Foundation for Research on Equal Opportunity (FREOPP) and a Senior Fellow at the Macdonald-Laurier Institute. Jon is also a member of the Canadian Group of Economists, and serves as chair of the Economic Club of Miami. Jon has previously worked at Goldman Sachs Asset Management as well as in various policy roles at the World Bank, IMF, Committee on Capital Markets Regulation, US Congress Joint Economic Committee, the Federal Reserve Bank of New York, the Federal Reserve Bank of Chicago, and the Bank of Canada.  Jon has also been a regular economics contributor for National Review Online, Forbes, and The Huffington Post and has contributed to The Wall Street Journal, The New York Times, USA Today, Globe and Mail, National Post, and Toronto Star among other outlets. Jon has also appeared on CNBC, Fox Business, Fox News, Bloomberg, and NBC, and was named to the 2017 Forbes 30 Under 30 Law & Policy list, the 2017 Wharton 40 Under 40 list, and was previously a World Economic Forum Global Shaper. ABOUT THE SERIES: Each episode of Capitalism and Freedom in the 21st Century, a video podcast series and the official podcast of the Hoover Economic Policy Working Group, focuses on getting into the weeds of economics, finance, and public policy on important current topics through one-on-one interviews. Host Jon Hartley asks guests about their main ideas and contributions to academic research and policy. The podcast is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 60 years, remains prescient from its focus on various topics which are now at the forefront of economic debates, such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income, and negative income taxes, among many other topics. For more information, visit: capitalismandfreedom.substack.com/

Higher Ed Spotlight
53. How the CHIPS and Science Act Bridges Education and Industry with Shalin Jyotishi

Higher Ed Spotlight

Play Episode Listen Later Dec 10, 2024 27:12


The global race for technological dominance is transforming how nations approach education and workforce development. In the U.S., the bipartisan CHIPS and Science Act is a multibillion-dollar initiative to boost semiconductor manufacturing, counter China's influence, and drive economic growth. But what does this legislation mean for college students, higher education and workforce training? In this episode, Shalin Jyotishi, Founder of New America's Future of Work and Innovation Economy Initiative, unpacks the Act's impact on higher education and workforce development. He highlights its potential to meet the rising demand for skilled workers in high-tech industries by investing in education and training programs. Shalin also explores how the Act aims to strengthen community colleges and Historically Black Colleges and Universities (HBCUs), supporting innovative training programs and fostering opportunities in institutions that have traditionally been underfunded in high-tech workforce initiatives. We also examine challenges such as recent funding cuts to the National Science Foundation, political shifts, and the complexities of industrial policy. Shalin underscores the need for stronger collaboration between colleges and industry to align education with market demands and prepare students for the high-tech jobs of the future. Higher Ed Spotlight is sponsored by Chegg's Center for Digital Learning and aims to explore the future of higher education. It is produced by Antica Productions.    

Focus economia
Istat: Pil 2024 allo 0,5%

Focus economia

Play Episode Listen Later Dec 5, 2024


L'Istat stima che il Pil italiano si appresti a chiudere il 2024 con un progresso dello 0,5%, la metà rispetto alla previsione del governo su cui è stata costruita la legge di bilancio, c'è da dire però che anche Istat aveva previsto a giugno una crescita del +1%. Il dato Istat si allinea a quello diffuso ieri dall'Ocse. Per il 2025 è invece atteso un progresso dello 0,8%, inferiore dello 0,4% rispetto a quanto indicato dal governo Meloni.Secondo l'Istat, l'economia italiana risente nel 2024 della debolezza della domanda interna, in particolare dal lato dell'offerta. La dinamica calante della produzione industriale, alimentata dalla debolezza della economia tedesca, principale mercato di sbocco delle nostre esportazioni e dalla crisi di alcuni comparti produttivi (automotive su tutti), spiega l'Istituto, ha inciso negativamente sugli investimenti fissi lordi e sulle importazioni.Per il 2025, pur permanendo le incertezze di natura geopolitica e i rischi legati a pressioni protezionistiche, si sconta invece una stabilizzazione della domanda mondiale e un leggero rafforzamento del commercio internazionale. I consumi privati beneficerebbero quindi del graduale, anche se parziale, recupero delle retribuzioni e della prosecuzione, pur se a ritmi meno vivaci di quanto osservato di recente, dell'occupazione.Il commento di Mario Deaglio, docente Economia Internazionale Università di Torino ai microfoni di Sebastiano Barisoni.Incognita Intel dopo le dimissioni del CEOL'improvvisa uscita del ceo, Pat Gelsinger, costretto a dimettersi dopo le pressioni del Cda nella giornata di lunedì 2 dicembre, ha posto Intel in una posizione decisamente in bilico, negli ultimi giorni. La società ha comunicato di aver nominato il cfo David Zinsner e la vicepresidente esecutiva Michelle Johnston Holthaus come co-ceo ad interim. L azienda, che stava recuperando brio a Wall Street dopo l elezione di Donald Trump, è ora alle prese con incognite future: un tempo leader nel settore dei semiconduttori, ha faticato a tenere il passo con rivali come Nvidia e Advanced Micro Devices, in particolare nell'intelligenza artificiale. Un mix di rischi e opportunità che hanno dato campo libero alla speculazione sul titolo, che a inizio settimana, nel giro di 24 ore, ha prima guadagnato il 5%, e poi perso il 10%.Sarà importante capire se il nuovo ceo di Intel (ancora sconosciut0) sarà pronto a smantellare un azienda che un tempo dominava il settore dei chip, specie perchè questa mossa complicherebbe la capacità di Intel di ottenere 7,9 miliardi di dollari di sovvenzioni federali nell ambito dello US Chips and Science Act. La componentistica è oggi diventata terreno di battaglia decisivo tanto per lo sviluppo delle nuove tecnologie, quanto per la rivalità tra le grandi potenze, lo dimostrano due svolte avvenute nel settore nella stessa giornata di lunedì. Oltre alle dimissioni di Gelsinger infatti, lunedì è arrivata anche l'annuncio da parte degli Usa di nuovi bandi alle esportazioni verso la Cina. Washington ha aggiunto 140 aziende della Repubblica popolare alla lista di quelle che non possono ricevere le attrezzature per produrre i chip. Le misure, secondo l'amministrazione USA, sono adottate per diminuire le capacità di Pechino di alimentare le proprie ambizioni militari più che per ostacolare lo sviluppo economico della Cina.L'intervento di Alessandro Plateroti, Direttore Newsmondo.it a Focus Economia. Sardegna, per le rinnovabili idoneo l'1% del territorioLa Sardegna ha la sua mappa con le aree idonee per l installazione di impianti per la produzione di energia da fonti rinnovabili: comprenderà circa l 1% del territorio. Ieri il Consiglio regionale ha approvato il Dl 45 (Disposizioni per l individuazione di aree e superfici idonee e non idonee all installazione di impianti a fonti rinnovabili) con 35 voti a favore e 14 contrari. È un atto che chiude un percorso iniziato qualche tempo fa con una serie di ricorsi per la richiesta di connessioni a Terna (circa 700) e poi con le mobilitazioni generali.«Siamo la prima regione d Italia ad approvare una legge sulle aree idonee con circa 3 mesi di anticipo rispetto alla nuova scadenza prevista dal Governo», ha commentato subito dopo la votazione la presidente della Regione Alessandra Todde: «La Sardegna, da tempo considerata un fanalino di coda, oggi diventa un modello di tutela e pianificazione del territorio per le altre regioni italiane. Quando siamo arrivati al governo della Sardegna, abbiamo trovato un territorio spaventato e abbiamo respirato la preoccupazione dei sardi rispetto alle speculazione energetica». Tutti gli impianti, sia quelli nuovi sia quelli in autorizzazione, potranno essere realizzati solo nelle aree idonee. Non inciderà ovviamente su quelli già autorizzati.Il commento di Davide Madeddu, Il Sole 24 Ore

Marketplace Tech
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace Tech

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

Marketplace Tech
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace Tech

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

Marketplace All-in-One
Bytes: Week in Review — Intel's big grant, ChatGPT turns two and AI's scaling problem

Marketplace All-in-One

Play Episode Listen Later Nov 29, 2024 15:19


OpenAI’s chatbot ChatGPT turns two years old tomorrow. So how has it changed the tech industry and what’s next for the company? We’ll get into it in today’s “Marketplace Tech Bytes: Week in Review.” Plus, we look into rumblings that improvements in AI have slowed, raising questions about whether we’ve hit a wall when it comes to training more advanced AI systems. But first, the Commerce Department finalized nearly $7.9 billion in subsidies for Intel. It’s the largest award yet under the CHIPS and Science Act and a potentially game-changing sum for the company right now. Marketplace’s Meghan McCarty Carino is joined by Natasha Mascarenhas, reporter at The Information, to break down these stories.

SemiWiki.com
Podcast EP263: The Current and Future Impact of the CHIPS and Science Act with Sanjay Kumar

SemiWiki.com

Play Episode Listen Later Nov 29, 2024 16:32


Dan is joined by Sanjay Kumar. Most recently, Sanjay was senior director at the Department of Commerce on the team implementing the CHIPS and Science Act. Before that, he was in the industry for more than 20 years, up and down the semiconductor value chain working at systems companies such as Meta, fabless companies such as Infineon,… Read More

The Daily Crunch – Spoken Edition
Intel and Biden Administration finalize $7.86B deal to fund domestic chip manufacturing

The Daily Crunch – Spoken Edition

Play Episode Listen Later Nov 27, 2024 4:42


The U.S. Department of Commerce today confirmed it has awarded $7.865 billion to chip giant Intel under the U.S. CHIPS and Science Act, a federal statute signed into law by President Joe Biden in 2022 to boost domestic semiconductor manufacturing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Work In Progress
Recruiting women and veterans for thousands of jobs created by the manufacturing comeback

Work In Progress

Play Episode Listen Later Nov 26, 2024 16:25


In the final episode of the Work in Progress podcast series The Manufacturing Comeback, we look at how employers are recruiting and training veterans and women to fill jobs in the manufacturing industry. Employers Anticipate a Surge in Hiring in Manufacturing On my recent trip to Minneapolis for The Manufacturing Institute's Workforce Summit 2025, employers told me that there are a lot of new plants being built around the country, bringing jobs back to the states. The work is more high-tech than in decades past, and employers are now competing with other industries that are also demanding skilled talent. By one estimate from MI and Deloitte, manufacturing will need 3.8 million workers over the next eight years. To meet that demand, they are actively recruiting military veterans and women, the latter being an underrepresented group in manufacturing. Heroes MAKE America, Women MAKE America In the podcast, you'll learn about two Manufacturing Institute initiatives – Heroes MAKE America and Women MAKE America. You'll hear how Heroes MAKE America is working with the U.S. Department of Defense to prepare transitioning service members and their spouses for jobs in manufacturing. Once trained, the program is also making connections to employers who are hiring. The Women MAKE America initiative is working to add more women to the industry. Right now, just about 30% of all manufacturing employees are women. You'll hear how they are trying to significantly grow that number. The Manufacturing Comeback The recent uptick in manufacturing construction and hiring is fueled by the infusion of federal funding through the Infrastructure Investment and Jobs Act enacted in 2021, the CHIPS and Science Act enacted in 2022, and private funding. To better understand how the manufacturing comeback is reshaping the workforce, I speak with Gardner Carrick, chief program officer for The Manufacturing Institute, which is helping employers figure out how to build a strong talent pipeline. . This three-part podcast series is a robust conversation about an industry that is once again looking for workers. You can listen to the entire conversation here, or wherever you get your podcasts. You can also find our podcasts on the Work in Progress YouTube channel. This series is made possible through support from The Manufacturing Institute. As a nonprofit journalism organization, WorkingNation partners and collaborates with outside organizations to make possible our mission of telling stories about solutions to today's workforce issues. All editorial decisions on this series were made independently of our supporter. Episode 341: The Manufacturing Comeback: Recruiting, Training, and Retaining Women and VeteransHost & Executive Producer: Ramona Schindelheim, Editor-in-Chief, WorkingNationProducer: Larry BuhlTheme Music: Composed by Lee Rosevere and licensed under CC by 4Transcript: Download the transcript for this episode hereWork in Progress Podcast: Catch up on previous episodes here

Political Economy with James Pethokoukis
Tony Mills: In Support of Science Policy

Political Economy with James Pethokoukis

Play Episode Listen Later Nov 19, 2024 25:42


The US government has acted as major contributor to science research since the mid-20th century, both in terms of broad basic research and targeted projects. As industrial policy has gained traction, especially during the Biden Administration, the distinction between industrial and science policy has become increasingly obscure. Hybrid policies like the CHIPS and Science Act have spurred continued debate surrounding role and value of federal funding for science research. Today on Political Economy, I talk to Tony Mills about American science policy past, present, and future.Mills is a senior fellow here at AEI and director of the Center for Technology, Science, and Energy. He is also a senior fellow at the Pepperdine School of Public Policy and a scholar associate of the Society of Catholic Scientists. His new paper, “Recovering Science Policy,” explores the blurred lines between US industrial and science policy in today's political landscape.

Work In Progress
Small employers are recruiting workers for the manufacturing comeback. Here’s how.

Work In Progress

Play Episode Listen Later Nov 19, 2024 16:54


This is Episode Two of The Manufacturing Comeback, a three-part Work in Progress podcast series. The series takes you inside the surge in hiring in the manufacturing industry. In this episode, we look at how small manufacturers are recruiting and training workers. Small Companies are Looking for Talent On my recent trip to Minneapolis for The Manufacturing Institute's Workforce Summit 2025, I sat down with leaders from several small companies, including Ketchie Precision Machining Solutions and Acutec Precision Aerospace, to learn how they are meeting their growing demand for talent. They tell me that they need a highly-skilled workforce with technical, problem-solving, and soft skills to operate advance equipment. They also point out that they are struggling to compete with larger companies to attract that talent. In the podcast, you'll learn about paid internships, apprenticeships, and other recruiting and training initiatives. You'll also hear from local colleges and how they are helping meet the hiring surge. The Manufacturing Comeback The recent uptick in manufacturing construction and hiring is fueled by the infusion of federal funding through the Infrastructure Investment and Jobs Act enacted in 2021, the CHIPS and Science Act enacted in 2022, and private funding. To better understand how the manufacturing comeback is reshaping the workforce, I speak with Gardner Carrick, chief program officer for The Manufacturing Institute, which is helping employers figure out how to build a strong talent pipeline. . This three-part podcast series is a robust conversation about an industry that is once again looking for workers. Next week, in Episode Three, we conclude the series with a conversation around how large and small employers are tapping into underrepresented talent to fill jobs. You can listen to the entire conversation here, or wherever you get your podcasts. You can also find our podcasts on the Work in Progress YouTube channel. This series is made possible through support from The Manufacturing Institute. As a nonprofit journalism organization, WorkingNation partners and collaborates with outside organizations to make possible our mission of telling stories about solutions to today's workforce issues. All editorial decisions on this series were made independently of our supporter. Episode 340: The Manufacturing Comeback: Small Employers are Hiring in Your TownHost & Executive Producer: Ramona Schindelheim, Editor-in-Chief, WorkingNationProducer: Larry BuhlTheme Music: Composed by Lee Rosevere and licensed under CC by 4Transcript: Download the transcript for this episode hereWork in Progress Podcast: Catch up on previous episodes here

The Brand Called You
Solving Global Challenges Through Mission-Driven Leadership and Innovation | Tyrome 'Ty' Smith, Senior Advisor, Applied Research Inst for Mathematical & Computational Science

The Brand Called You

Play Episode Listen Later Nov 16, 2024 24:45


In this episode, Tyrome Smith, Senior Advisor at the Applied Research Institute for Mathematical & Computational Science shares his inspiring leadership journey, highlights the critical role of strategic partnerships, and explores the future of mission-focused entrepreneurship. Learn how market intelligence and AI are transforming public sector innovation, reshaping supply chains, and driving generational impact. Don't miss insights on the Chips and Science Act, public-private partnerships, and the ethical considerations of data-driven solutions. 00:35- About Tyrome 'Ty' Smith Ty is a director of strategic partnership, a common mission project whose mission is to create an international network of entrepreneurs driven to solve the critical challenges of our time.  He has also been appointed to a three-year term on the National Institute of Standards and Technology, Manufacturing Extension Partnership advisory board. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

Work In Progress
Manufacturing is making a comeback in the U.S. Here’s how large companies are filling jobs.

Work In Progress

Play Episode Listen Later Nov 12, 2024 19:26


In this episode of the Work in Progress podcast, we begin a three-part series examining the manufacturing comeback in the United States, the resulting surge in job creation, and the types of skills workers need to get those jobs. In the series, we explore how the nation's employers are finding, training, and retraining the talent to fill as many as 3.8 million jobs over the next eight years. Manufacturers say they are already having trouble filling those jobs. Episode One of The Manufacturing Comeback focuses on how large employers are addressing the shortage of skilled talent. Building a Talent Pipeline I recently traveled to Minneapolis to attend The Manufacturing Institute's Workforce Summit 2025. There I spoke with Mark Rayfield, CEO of Saint-Gobain North America and CertainTeed, and with Paul Myles, senior manager of Government Workforce Development and Training Programs at Magna International. In the podcast, Rayfield and Myles discuss how while the demand for manufacturing jobs in America is surging, finding skilled talent to fill these roles is a growing challenge. Unlike manufacturing jobs of the past, these jobs are often tech-focused. That means manufacturing employers are competing with other industries that are also looking for a tech-skilled workforce. We discuss innovative recruitment methods, effective partnerships with educational institutions, and creating career pathways for people from all backgrounds. Behind the Manufacturing Resurgence The recent surge of manufacturing construction and hiring is being fueled by the infusion of federal funding through the Infrastructure Investment and Jobs Act enacted in 2021, the CHIPS and Science Act enacted in 2022, and private funding. To better understand how the manufacturing comeback is reshaping the workforce, I speak with Gardner Carrick, chief program officer for The Manufacturing Institute, which is helping employers figure out how to build a strong talent pipeline. Also joining this part of the conversation is Yustina Saleh, managing director of Workforce Innovation for The Burning Glass Institute. Importantly, we look at the ebbs and flows of manufacturing hiring and how jobs have changed over the past several decades. We also examine why it has become more difficult to find workers interested in manufacturing careers, despite the fact that they are often good-paying jobs. You can listen to the entire conversation here, or wherever you get your podcasts. You can also find our podcasts on the Work in Progress YouTube channel. The Manufacturing Comeback This three-part podcast series is a robust conversation about an industry that is once again looking for workers. Next week, in Episode Two, we turn our attention to how smaller manufacturers are attempting to find and train new workers. This series is made possible through support from The Manufacturing Institute. As a nonprofit journalism organization, WorkingNation partners and collaborates with outside organizations to make possible our mission of telling stories about solutions to today's workforce issues. All editorial decisions on this series were made independently of our supporter. Episode 339: The Manufacturing Comeback: How Large Employers are Sourcing TalentHost & Executive Producer: Ramona Schindelheim, Editor-in-Chief, WorkingNationProducer: Larry BuhlTheme Music: Composed by Lee Rosevere and licensed under CC by 4Transcript: Download the transcript for this episode hereWork in Progress Podcast: Catch up on previous episodes here

Diverse
Ep 288: CHIPS Act Update With Dr. Laurie E. Locascio of the U.S. Department of Commerce

Diverse

Play Episode Listen Later Nov 12, 2024 34:44


Dr. Laurie E. Locascio, U.S. Under Secretary of Commerce for Standards and Technology and director of the National Institute of Standards and Technology (NIST), reflects on the implementation of the bipartisan CHIPS and Science Act which appropriated over $52 billion for semiconductor manufacturing, research and development, and workforce training and education. In conversation with Karen Horting, executive director and CEO of the Society of Women Engineers, Dr. Locascio discusses how this legislation is shaping the future of the U.S. semiconductor industry and why organizations like SWE are essential to its success. Dr. Locascio shares insights on workforce development and efforts to increase the representation of women and underrepresented groups in STEM, including apprenticeships, upskilling, retraining, and returnships.

Hidden Forces
Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller

Hidden Forces

Play Episode Listen Later Nov 11, 2024 49:48


In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump's 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more. This conversation is a deep-dive into the semiconductor supply chain. Kofinas and Miller discuss how money is currently being allocated under the CHIPS and Science Act, the progress being made in domestic U.S. semiconductor fabrication, the challenges facing TSMC's Arizona facility, and the troubles at Intel. They also take a hard look at the outcomes resulting from the U.S. semiconductor export and end-use controls implemented against China, how effective or ineffective they've been, and ways to improve them. They also assess China's own efforts at building out its domestic chip ecosystem and some of the loopholes that Chinese companies are systematically exploiting in order to become fully independent of and eventually overtake Western chipmakers and equipment manufacturers. They discuss the three largest limiting factors to scaling AI data centers, the national security threat posed by Chinese companies leapfrogging their U.S. competitors in the race toward AGI, and much more. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/06/2024

Talks from the Hoover Institution
Critical Issues In The US-China Science And Technology Relationship

Talks from the Hoover Institution

Play Episode Listen Later Nov 7, 2024 91:56 Transcription Available


The Hoover Institution Program on the US, China, and the World held Critical Issues in the US-China Science and Technology Relationship on Thursday, November 7th, 2024 from 4:00 pm - 5:30 pm PT at the Annenberg Conference Room, George P. Shultz Building.  Both the United States and the People's Republic of China see sustaining leadership in science and technology (S+T) as foundational to national and economic security. Policymakers on both sides of the Pacific have taken action to promote indigenous innovation, and to protect S+T ecosystems from misappropriation of research and malign technology transfer. In the US, some of these steps, including the China Initiative, have led to pain, mistrust, and a climate of fear, particularly for students and scholars of and from China. Newer efforts, including research security programs and policies, seek to learn from these mistakes. A distinguished panel of scientists and China scholars discuss these dynamics and their implications. What are the issues facing US-China science and technology collaboration? What are the current challenges confronting Chinese American scientists? How should we foster scientific ecosystems that are inclusive, resilient to security challenges, and aligned with democratic values?  Featuring Zhenan Bao is the K.K. Lee Professor of Chemical Engineering, and by courtesy, a Professor of Chemistry and a Professor of Material Science and Engineering at Stanford University. Bao directs the Stanford Wearable Electronics Initiate (eWEAR). Prior to joining Stanford in 2004, she was a Distinguished Member of Technical Staff in Bell Labs, Lucent Technologies from 1995-2004. She received her Ph.D. in Chemistry from the University of Chicago in 1995. Bao is a member of the National Academy of Sciences, the National Academy of Engineering, the American Academy of Arts and Sciences and the National Academy of Inventors. She is a foreign member of the Chinese Academy of Science. Bao is known for her work on artificial electronic skin, which is enabling a new-generation of skin-like electronics for regaining sense of touch for neuro prosthetics, human-friendly robots, human-machine interface and seamless health monitoring devices. Bao has been named by Nature Magazine as a “Master of Materials”. She is a recipient of the VinFuture Prize Female Innovator 2022, ACS Chemistry of Materials Award 2022, Gibbs Medal 2020, Wilhelm Exner Medal 2018, L'Oréal-UNESCO For Women in Science Award 2017. Bao co-founded C3 Nano and PyrAmes, which produced materials used in commercial smartphones and FDA-approved blood pressure monitors. Research inventions from her group have also been licensed as foundational technologies for multiple start-ups founded by her students. Yasheng Huang (黄亚生) is the Epoch Foundation Professor of Global Economics and Management at the MIT Sloan School of Management. He also serves as the president of the Asian American Scholar Forum, a non-governmental organization dedicated to promoting open science and protecting the civil rights of Asian American scientists. Professor Huang is a co-author of MIT's comprehensive report on university engagement with China and has recently contributed an insightful article to Nature on the US-China science and technology agreement. For more information, you can read his recent article in Nature here. Peter F. Michelson is the Luke Blossom Professor in the School of Humanities & Sciences and Professor of Physics at Stanford University. He has also served as the Chair of the Physics Department and as Senior Associate Dean for the Natural Sciences. His research career began with studies of superconductivity and followed a path that led to working on gravitational wave detection. For the past 15 years his research has been focused on observations of the Universe with the Fermi Gamma-ray Space Telescope, launched by NASA in 2008. He leads the international collaboration that designed, built, and operates the Large Area Telescope (LAT), the primary instrument on Fermi. The collaboration has grown from having members from 5 nations (U.S., Japan, France, Italy, Sweden) to more than 20 today, including members in the United States, Europe, China, Japan, Thailand, South America, and South Africa. Professor Michelson has received several awards for the development of the Fermi Observatory, including the Bruno Rossi Prize of the American Astronomical Society. He is an elected member of the American Academy of Arts and Sciences and a Fellow of the American Physical Society. He has served on a number of advisory committees, including for NASA and various U.S. National Academy of Sciences Decadal Surveys. In 2020-21, he co-directed an American Academy of Arts and Sciences study, Challenges for International Scientific Partnerships, that identified the benefits of international scientific collaboration and recommended actions to be taken to address the most pressing challenges facing international scientific collaborations. Glenn Tiffert is a distinguished research fellow at the Hoover Institution and a historian of modern China. He co-chairs Hoover's program on the US, China, and the World, and also leads Stanford's participation in the National Science Foundation's SECURE program, a $67 million effort authorized by the CHIPS and Science Act of 2022 to enhance the security and integrity of the US research enterprise. He works extensively on the security and integrity of ecosystems of knowledge, particularly academic, corporate, and government research; science and technology policy; and malign foreign interference.  Moderator Frances Hisgen is the senior research program manager for the program on the US, China, and the World at the Hoover Institution. As key personnel for the National Science Foundation's SECURE program, a joint $67 million effort authorized by the CHIPS and Science Act of 2022, Hisgen focuses on ensuring efforts to enhance the security and integrity of the US research enterprise align with democratic values, promote civil rights, and respect civil liberties. Her AB from Harvard and MPhil from the University of Cambridge are both in Chinese history.  ​

Tech Update | BNR
Biden weet niet hoe snel hij geld voor Chips Act moet uitgeven

Tech Update | BNR

Play Episode Listen Later Nov 7, 2024 5:20


De verkiezingsuitslag in de VS is nog geen 24 uur bekend, of Joe Biden is al bezig de losse eindjes aan elkaar te knopen. Met als prioriteit: uitgeven wat er nog uit te geven valt. Daarbij moet ook de 106 miljard dollar van de Chips & Science Act definitief verdeeld worden. TSMC en GlobalFoundries, twee chipmakers, zijn de eersten waar de kogel door kerk is. De twee bedrijven hadden al respectievelijk 11 miljard, en 3 miljard dollar toegezegd gekregen in subsidies en leningen. Maar er moesten nog wat randvoorwaarden besproken worden, en die gesprek zijn nu klaar. Wat precies de uitkomst van die gesprekken is, dat blijft nog in het midden. De formele aankondiging zal wel zo snel mogelijk eraan komen, zodra Biden zijn krabbel onder de contracten heeft gezet. Verder in deze Tech Update: Australië gaat sociale media verbieden voor iedereen onder de 16. Eind deze maand moet de nieuwe wet daarvoor rond zijn. Roblox grijpt eindelijk rigoureus in tegen het misbruik van minderjarigen op hun platform. Het sluit alle virtuele hangplekken af voor kinderen onder de 13 jaar.  See omnystudio.com/listener for privacy information.

EpochTV
China in Focus Full Broadcast (Nov. 4)

EpochTV

Play Episode Listen Later Nov 5, 2024 23:01


Where is Washington's China policy headed with a new president soon to take office? We compare former President Donald Trump's and Vice President Kamala Harris's key China policies. The CHIPS and Science Act is a major bill designed to counter China, but has some controversies. Would Republicans repeal it if Trump wins the election? Harris also weighs in. China continues to send dozens of military aircraft near Taiwan each day. The jets did not carry nuclear weapons, but they're capable of it. Both presidential campaigns were hacked by China right before the election. U.S. government agencies have launched a full-scale investigation. Major U.S. telecom systems, including Verizon and AT&T, were among the targets. ⭕️ Watch in-depth videos based on Truth & Tradition at Epoch TV

Finding PROOF
Rerun: Finding PROOF Sits Down with Bobby Franklin, President of NVCA

Finding PROOF

Play Episode Listen Later Oct 31, 2024 35:32


#ThrowbackThursday This week on Finding PROOF, we're revisiting our earlier conversation with NVCA and Bobby Franklin. While this conversation originally aired just over a year ago, with the election approaching, it's a timely reminder of the vital role lobbyists play—and how fortunate the venture capital ecosystem is to have such a strong, passionate advocate for the innovation economy in Washington. NVCA has played an invaluable role in VC wins, such as securing block grant funding for entrepreneurial ecosystems through the State Small Business Credit Initiative (SSBCI), supporting tech-driven initiatives in the Bipartisan Infrastructure Law, and advancing the CHIPS and Science Act, which originated as the Endless Frontier Act—a generational investment in technology and entrepreneurship across the country.

The Executive Appeal
EP 148: Build Strong Virtual Teams with Expert Tips from Peter Bonner

The Executive Appeal

Play Episode Listen Later Oct 30, 2024 40:41


On today's episode of The Executive Appeal Podcast join Alex D. Tremble (CEO of GPS Leadership Solutions & KeynoteSpeaker) and Peter Bonner (President and Founder of Bonner Enterprises) as they discuss essential strategies for building strong work relationships in virtual spaces, integrating new team members, and fostering a collaborative culture. Learn how to enhance communication skills and bring teams together remotely!Guest BIO:Peter Bonner is a public, non-profit, and private sector innovator, working at the crossroads between these sectors in the areas of human capital, workforce development, leadership effectiveness, and operational excellence. He recently led the federal agencies tasked with hiring the technical, management, and staff talent to implement the Bipartisan Infrastructure Law, the Inflation Reduction Act and the CHIPS and Science Act. from his role as the Associate Director, HR Solutions at Office of Personnel Management. This resulted in hiring, in less than two years, more than 6,000 engineers, program managers, contracting and grants management specialists, to help build the roads, bridges, cell towers, water treatment facilities, and semiconductor plants that will improve the quality of life for Americans for generations to come. As OPM's HR Solutions team executive, Peter led customer experience and innovation for USAJOBS, USA Staffing, USA Performance, USA Hire and other shared services that help federal agencies recruit, hire, train, and manage the performance of the federal workforce. Peter's particular expertise is in interagency and inter-sector initiatives that meld the sometimes disparate missions and outcomes of federal agencies, NGOs, and the private sector. He has demonstrated this through work on OPM's interagency hiring surge innovations, federal Energy Star programs, Veterans employment initiatives, evidence-based decision making, the OMB/USDS DITAP Program, and OPM shared services. Peter has led consulting organization functions in senior executive roles at ICF and ASI Government that focus on strategic planning, leadership development, learning, and organizational development. Peter supports federal agencies s they chart new courses and direction in times of great volatility and change. His familiarity with federal consulting, contracting, HR, and workforce management helps agencies efficiently and effectively create and align objectives and goals in response to diverse stakeholder needs and requirements. Mr. Bonner's experience demonstrates his ability to get results and make agencies even more effective.Peter can be reached at peter@bonnerenterprises.com

The City Club of Cleveland Podcast
Role of Coalitions and Partnerships in (Re)Building the Economy

The City Club of Cleveland Podcast

Play Episode Listen Later Oct 25, 2024 60:00


New federal legislation (i.e., Bipartisan Infrastructure Law, Inflation Reduction Act, CHIPS and Science Act) is currently and will continue to deliver over a trillion dollars in new investments in states and localities. These historic investments have the potential to reshape local and regional economies, while creating good jobs, accelerating the transition to a green economy, strengthening and building supply chains, and rebuilding aging infrastructure. To untap the full potential of these investments, localities will need strong partnerships between communities, labor unions, worker organizations, employers, the workforce system, philanthropy and government. Please join us for this session to learn, share and explore more about the opportunities of building effective and durable coalitions and partnerships with lessons from Cleveland and across the nation.rnrnPronita Gupta is a Senior Fellow at Workshop focused on labor and worker rights issues. Most recently, she served in the Biden White House as Special Assistant to the President for Labor and Workers on the Domestic Policy Council, developing and implementing policies on worker rights, job quality, equity, workforce development, supply chain issues, and the care economy. Prior to joining the Biden-Harris Administration, Ms. Gupta served as the Director of Job Quality at the Center for Law and Social Policy (CLASP), promoting policy solutions to create more responsive workplaces, improve job quality for workers, strengthen worker protections, and increase economic security for low-income working families.rnrnIn the Obama Administration, Ms. Gupta was appointed Deputy Director of the Women's Bureau in the U.S. Department of Labor. In that role, she worked to advance and improve standards, practices, and opportunities for women in the labor force.

Hardly Working with Brent Orrell
David Hernandez on Creating a Domestic Microprocessor Manufacturing Labor Force

Hardly Working with Brent Orrell

Play Episode Listen Later Oct 17, 2024 45:49


Description:This week on Hardly Working, Brent Orrell talks with David Hernandez, Vice President of Education at IPC, the Global Association for Electronics Manufacturing.Brent and David discuss domestic electronics manufacturing, workforce education and training, and the global supply chain. Mentioned During the Show:IPC International, Inc.The CHIPS and Science Act

I Wish You Were Dead
Ep. 146: The Science of Politics

I Wish You Were Dead

Play Episode Listen Later Oct 9, 2024 83:05


Election Season is upon us here in the United States. While Fia is traveling and preparing for Hurricane Milton, Gavin and Mike talk about how politics effects science, and the bad things that happen when politics interferes with science. Hurricane relief information: https://www.nytimes.com/2024/09/30/us/hurricane-helene-victims-aid.html Check your voter registration here: https://votesaveamerica.com/be-a-voter/ Links mentioned in the pod: - Chips & Science Act of 2022: https://new.nsf.gov/chips - Inflation Reduction Act: https://www.congress.gov/bill/117th-congress/house-bill/5376/text - Poll data from 1974-2010: https://www.asanet.org/wp-content/uploads/savvy/images/journals/docs/pdf/asr/Apr12ASRFeature.pdf - Pew Research poll: https://www.pewresearch.org/science/2023/11/14/americans-trust-in-scientists-positive-views-of-science-continue-to-decline/ Palaeocast Gaming Network video Gavin made about the new Pokemon Games: https://www.youtube.com/watch?v=lIgFW91jPXc ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Topic form⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Guest Form⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leave us an audio message⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Channel⁠

Work In Progress
Manufacturing has made a comeback, and employers say they are not done hiring. Do you have the skills they want?

Work In Progress

Play Episode Listen Later Oct 8, 2024 23:42


In this episode of Work in Progress, I'm joined by Carolyn Lee, president and executive director of The Manufacturing Institute, to talk about what's behind the comeback in manufacturing jobs in the U.S. and what employers need to do to fill another 3.8 million jobs over the next eight years. "We are at a all-time high since the Great Recession with manufacturing jobs filled here in the sector," says Lee. "We're just hovering at 13 million and that means we have recovered from all the jobs that were originally lost during the Great Recession and now we have gone back up all the way to the top of the mountain." What's behind the resurgence in hiring? Lee cites a number of reasons: consumer demand and spending has been strong since COVID, a favorable tax environment, and the drive to invest federal money through the CHIPS and Science Act and the Infrastructure Investment and Jobs Act. "From the CHIPS Act, there have been huge announcements of investment from Intel in Ohio. You have large investments being made in Texas and then a number of very large investments in Arizona. as well, and that's just specific to CHIPS. If you look at EV manufacturing, there's huge investments in Kansas and in Alabama and in Georgia and the Southeast," she tells me. Lee adds, "Not only has it been the CHIPS and the Infrastructure Bill that have driven a lot of government funding, there is a huge grants program out of the Department of Commerce, the Good Jobs Act, which came from a previous set of legislation that helped invest in job training. That's something The Manufacturing Institute team has been working on in a number of regions including Fresno, California, Ohio, and Texas." She says employers continue to hire, but there are still almost 600,000 open jobs in the industry every month. Lee cites a report from The Manufacturing Institute and Deloitte Consulting which forecasts that over the next eight years, the manufacturing industry will need as many as 3.8 million additional workers, many with these digital skills. The report lays out a strategy to help employers fill those jobs, particularly through investing in worker training. Lee and I discuss what this means for the worker and job seeker and why they should consider being one of those millions of in-demand workers needed in manufacturing. You can listen to the podcast here, or download and listen wherever you get your podcasts. You can also find the podcast on the Work in Progress YouTube channel. Episode 315: Carolyn Lee, president and executive director, The Manufacturing InstituteHost & Executive Producer: Ramona Schindelheim, Editor-in-Chief, WorkingNationProducer: Larry BuhlTheme Music: Composed by Lee Rosevere and licensed under CC by 4Transcript: Download the transcript for this episode hereWork in Progress Podcast: Catch up on previous episodes here

My Climate Journey
Crafting Landmark Climate Legislation with Russell Kenneth DeGraff

My Climate Journey

Play Episode Listen Later Oct 7, 2024 86:52


Russell Kenneth DeGraff spent 18 years as a staffer on Capitol Hill, including 12 years as the Chief Climate and Technology Advisor to Nancy Pelosi, notably during her second term as Speaker of the House. He was, as they say in the room where it happened when negotiating the landmark climate legislation of the last few years, including the Inflation Reduction Act, the Infrastructure Investment and Jobs Act, and the CHIPS and Science Act. This is a special conversation going deep into the backstory of how things work in Washington and how these once-in-a-generation climate policies came to be realized. In this episode, we cover: Russell's background and path to Capitol HillHis roles in congressional offices, including work with Congressman Mike Doyle and Speaker Nancy PelosiThe challenges of passing legislation in a closely divided SenateNegotiating and passing major climate policies like the Inflation Reduction Act, and the role of the House Select Committee on the Climate CrisisA case study on negotiating solar canalsDynamics of working with key senators, such as Joe ManchinRussell's current work with Stanford and HarvardReflections on January 6, the political climate, and the 2024 presidential electionAdvice for getting involved in electoral efforts to support climate actionRisks of losing recently passed climate policies if Democrats lose control of CongressWhy climate change is inherently a political issueEpisode recorded on Aug 6, 2024 (Published on Oct 7, 2024) Get connected with MCJ: Cody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at info@mcj.vc, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Law, Policy & Markets
The Digital Infrastructure Revolution: AI Drives Massive Investment in Data Centers and Connectivity

Law, Policy & Markets

Play Episode Listen Later Oct 1, 2024 32:05


Send us a textWe are experiencing a revolution in digital infrastructure. Artificial intelligence (AI) gets most of the attention, but the appetite for expanded capacity – and the magnet for new public and private investment – affects myriad digital technologies.  Broadband fiber, data centers, wireless spectrum networks, and advanced chip manufacturing are attracting billions of dollars in new funding.  In this episode, “The Digital Infrastructure Revolution: AI Drives Massive Investment in Data Centers and Connectivity,” host Allan Marks speaks with Milbank partners Patrick Campbell and Jaime Ramirez. They examine how the CHIPS and Science Act of 2022 and other federal programs together with the explosion of new artificial intelligence technology and the impacts of the pandemic are driving a massive wave of investment in fiber and data center projects. About the SpeakersPatrick S. Campbell is a partner in the Washington, DC office of Milbank LLP and a member of the firm's Transportation and Space Group. Mr. Campbell's practice focuses on transactional, corporate and regulatory matters in the digital infrastructure space. He has worked extensively on such matters on behalf of domestic and foreign fiber optic, wireless, data center, tower, satellite, computing service, media and Internet companies, as well as banks, private equity firms and other entities investing in, or providing securitization or other debt financing for, these companies.Jaime E. Ramirez is a partner in the New York office of Milbank and a member of the firm's Global Project, Energy and Infrastructure Finance Group. He focuses on representing parties in the acquisition, development and financing of large scale natural resource and infrastructure projects. His experience also includes the representation of investment banks and borrowers in cross-border financing transactions, particularly in Latin America.Podcast host Allan Marks is one of the world's leading project finance lawyers. He advises developers, investors, lenders, and underwriters around the world in the development and financing of complex energy and infrastructure projects, as well as related acquisitions, restructurings and capital markets transactions. Many of his transactions relate to ESG and sustainability, innovative clean technologies, and sophisticated contractual risk allocation. Allan serves as an Adjunct Lecturer at the University of California, Berkeley at the LFor more information and insights, follow us on social media and podcast platforms, including Apple, Spotify, Amazon Music, iHeart, Google and Audible.Disclaimer

DH Unplugged
DHUnplugged #719: DogCat Bounce?

DH Unplugged

Play Episode Listen Later Sep 18, 2024 57:49


Best week in a long time - markets popping! Cats and Dogs - all anyone can talk about these days - DogCat Bounce anyone? More back to work directives .... Apple disappointing again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up - Best week in a long time - markets popping! - Cats and Dogs - all anyone can talk about these days - DogCat Bounce anyone? - More back to work directives .... - Apple disappointing again - All of a sudden - Now the Biden-Harris administration Market Update - BIG week of central bank rate decisions - Rotation - still a big item keeping markets in check - Rates LOW - bond traders overconfident? - Oil comes back after miserable 2 weeks - TrumpCoin? Central Banks - The Federal Reserve's highly anticipated two-day meeting, which gets underway Tuesday, is poised to take center stage. - Elsewhere, Brazil's central bank is scheduled to hold its next policy meeting on Wednesday. - The Bank of England, Norway's Norges Bank and South Africa's Reserve Bank will all follow on Thursday. - Bank of Japan will provide its rate decision Friday --- Markets getting a bit more volatile ahead of this Fed rate decision BACK TO WORK! - Amazon is instructing corporate staffers to spend five days a week in the office, CEO Andy Jassy wrote in a memo on Monday. - The decision marks a significant shift from Amazon's earlier return-to-work stance, which required corporate workers to be in the office at least three days a week. Now, the company is giving employees until Jan. 2 to start adhering to the new policy. One Day Later - Oracle provide some really nice earnings and guidance that the market loved... (Discussed last week) - A day later: --- Oracle now sees at least $66 billion in fiscal 2026 revenue, around $1.5 billion more than analysts had expected. ---- Capital spending also will increase. ------The company plans for over $104 billion in revenue in the 2029 fiscal year. - Odd that  this was the next day - Stock up 55% - 2nd best of tech companies just behind Nvdia - Larry is now 2d richest person in the world behind Elon Musk Economics - August Retail Sales 0.1% vs -0.2% Briefing.com Consensus; prior revised to 1.1% from 1.0% - August Retail Sales ex-auto 0.1% vs 0.2% Briefing.com Consensus; prior unrevised at 0.4% - August Industrial Production 0.8% vs 0.1% Briefing.com Consensus; prior revised to -0.9% from -0.6% - August Capacity Utilization 78.0% vs 77.9% Briefing.com Consensus; prior revised to 77.4% from 77.8% --- Generally economy is speeding up again and looks like signs that manufacturing may be picking up More Issues - This is a bad apple - The Office of the Comptroller of the Currency (OCC), a top banking regulator in the United States, said on Thursday it has issued an enforcement action against Wells Fargo due to deficiencies in its risk management practices. - There will be no penalties - but company is still in the penalty box due to past issues China Apple - Online retailers in China have slashed the prices of Apple's new iPhone 16 series ahead of its official release, as consumers in the world's largest smartphone market hold out for the release of the US company's first on-device artificial intelligence (AI) software. - They are blaming this on the delay of any significant AI features Intel Gets $$$ - The Biden-Harris Administration announced today that Intel Corporation has been awarded up to $3 bln in direct funding under the CHIPS and Science Act for the Secure Enclave program. The program is designed to expand the trusted manufacturing of leading-edge semiconductors for the U.S. government.

Cold Call
How the U.S. Government Is Innovating in Its Efforts to Fund Semiconductor Manufacturing

Cold Call

Play Episode Listen Later Sep 3, 2024 28:43


In February 2023, U.S. Commerce Secretary Gina Raimondo was deciding whether or not to sign off on a Notice of Funding Opportunity (NOFO) for $39 billion in direct semiconductor manufacturing incentives. But this NOFO had several unconventional provisions: a pre-application (pre-app) to the actual application, upside sharing provisions to align incentives, and funding milestones so that only awardees making progress would receive additional funds. The funding had been made available through the U.S. Department of Commerce by the CHIPS (Creating Helpful Incentives to Produce Semiconductors) and Science Act passed a few months earlier. Raimondo's team had proposed additional measures that would help the U.S. regain technological leadership while protecting taxpayer funds. Should Raimondo move forward with the “innovative” NOFO, despite the risks?

Lead-Lag Live
Andreas Steno Larsen on Dollar-Yen Carry Trade Turmoil, Chinese Liquidity Trends, and US Construction Sector Risks

Lead-Lag Live

Play Episode Listen Later Aug 26, 2024 52:53 Transcription Available


Discover how the recent turmoil in the dollar-yen carry trade has shaken the financial world in an insightful conversation with Andreas Steno Larsen, the esteemed creator of Steno Signals. Andreas brings his wealth of foreign exchange and investment banking experience to the table, shedding light on the significant leverage macro hedge funds placed on the US dollar against the Japanese yen. As Japan hints at shifting away from its QE program, Andreas helps us unpack the repercussions involving US non-farm payroll data, interest rate spreads, and intricate currency hedging practices by pension funds. Listen in as he provides a forecast for this trade, suggesting ongoing market adjustments.Next, we turn our attention to the intricate web of global dollar markets with a focus on the limited role of Chinese banks in carry trades. Despite restricted access to dollar funding, we explore how the People's Bank of China impacts these markets through its US Treasury holdings and gold reserves. Andreas also delves into liquidity trends, forecasting significant movements towards the year's end and examining their potential effects on the job market and asset classes like gold and NASDAQ. We discuss strategic implications of the US Treasury's actions and how seasonal patterns influence market behavior.Our episode also explores the shifting landscape of the US construction sector and the economic health challenges in China. With legislative shifts from the Inflation Reduction Act and the Chips and Science Act, we address the risks to construction jobs and the broader implications for the US business cycle. Andreas expects unemployment rates to rise above 5%, while also dissecting China's significant drop in domestic demand and its global impact on commodities. To wrap up, we reflect on the concept of Japanification within the US economy, comparing debt-to-GDP ratios and pondering long-term economic trajectories. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Get a two-week free trial and a limited-time 20% discount on the first payment through alphaprogression.com/leadlag.Developed by competitive bodybuilders, this science-based tool has gained recognition as Apple's App of the Day twice and dominates the German fitness market. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

C-SPAN Radio - Washington Today
WH says Israeli extremists won't stop hostage-ceasefire talks with Hamas

C-SPAN Radio - Washington Today

Play Episode Listen Later Aug 9, 2024 43:55


White House spokesperson John Kirby says "extremists', including those in Israel's government. will not succeed in undermining U.S.-led efforts to get a ceasefire deal between Israel and Hamas that will include the release of hostages, British Prime Minister Keir Starmer says police will remain on high alert after a week of riots, Donald Trump campaigns in Montana, while Kamala Harris and Tim Walz are in Arizona, today is the 50th Anniversary of the resignation of President Richard Nixon, White House celebrates second anniversary of the signing of the CHIPS & Science Act, Smokey Bear turns 80 years old. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Forbes: What's Ahead
Spotlight: Intel's Stunning Troubles Underscore The Folly Of Government Welfare For Corporations

Steve Forbes: What's Ahead

Play Episode Listen Later Aug 6, 2024 4:05


Steve Forbes explains how the CHIPS and Science Act, championed by President Biden and supported by a bipartisan group of lawmakers, has caused major problems for Intel, and demonstrates the folly of government meddling in tech markets.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

ChinaTalk
The Chips Act and National Security

ChinaTalk

Play Episode Listen Later Aug 1, 2024 63:50


After decades of neoliberalism, how much can America's bureaucrats crank the dial on effective industrial policy? Will the CHIPS Act succeed at reshoring high-tech manufacturing? Next week is the Chips Act's second anniversary. To discuss, ChinaTalk interviewed Ben Schwartz, the former director for national security at the CHIPS Program Office, which manages a $39 billion grant program appropriated by the CHIPS and Science Act. We get into:  The methods and obstacles for American semiconductor policy; How CHIPS Act guardrails aim to balance economic growth and national security;  The negotiation process for companies interested in receiving CHIPS Act funding; Reshoring vs friend-shoring and the challenge of Chinese dominance in legacy chip manufacturing; Staffing and organizational structure of the CHIPS Program Office, plus the role of Commerce Secretary Gina Raimondo; The challenge of collecting data on secretive semiconductor supply chains. Outtro Music: The Rolling Stones - You Can't Always Get What You Want (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

ChinaTalk
Sen. Young on Tech Legislation

ChinaTalk

Play Episode Listen Later Jul 15, 2024 40:56


Where is Congress on AI? How will a second Trump term impact US innovation? Does Congress have what it takes to step up and legislate in a world without Chevron? To discuss, ChinaTalk interviewed Senator Todd Young of Indiana (R). He's a rare breed on Capitol Hill these days: an actual legislator. Sen. Young drafted the Chips and Science Act with Sen. Schumer and is the co-author of my personal favorite bill this Congress which aims to establish an Office of Global Competition Analysis. He announced earlier this year that he would not be endorsing Trump's candidacy this cycle. We get into… Biden's woes The case for an office of tech net assessment The future of tech legislation post-Chevron The Senate's AI Policy Roadmap and where the GOP is on AI regulation Chinese espionage and high-skill immigration policy Outtro music: AC/DC - Dirty Deeds Done Dirt Cheap (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Market Mondays
How Can The United States Treasury Department Help Close The Racial Wealth Gap

Market Mondays

Play Episode Listen Later Jun 5, 2024 19:28


Welcome to a special clip of Market Mondays, featuring an insightful discussion straight from Washington, DC. Joining us are two distinguished guests: Representative Lauren Underwood of Illinois' 14th district and the Deputy Secretary of the United States Treasury, Wally Adeyemo. *Key Highlights:**1. Access to Capital for Black Entrepreneurs:*Rashad Bilal kicks off the conversation by exploring access to capital through community lenders. Learn about the $9 billion approved under Vice President's leadership to support community development financial institutions and black-owned banks. Discover how this initiative has led to the doubling of black-owned small businesses in America over the past three years.*2. Semiconductor and Science Act:*Troy Millings delves into the significance of semiconductors and America's leadership in this space. The pandemic demonstrated the critical need for domestic production of chips, necessary for everything from cars to iPads. Wally Adeyemo discusses the importance of the Semiconductor and Science Act in ensuring the U.S. maintains a leading role while creating jobs in underserved communities.*3. Addressing Economic Inequities:*Ian Dunlap asks about the Treasury's role in addressing economic inequalities. Adeyemo emphasizes the importance of investing in communities with potential but historically lacked opportunities. Discover how efforts to support black and Latino small businesses contribute to the broader growth of the U.S. economy.*4. Inflation Reduction Act:*Inflation has been a significant challenge for Americans. Wally Adeyemo explains the Inflation Reduction Act, which aims to cut everyday costs, from energy bills to prescription drugs. Learn about tax incentives for energy-efficient upgrades and how the cap on insulin costs is setting a precedent for reducing healthcare expenses nationwide.*5. Affordable Homeownership:*Homeownership is a critical path to wealth creation, particularly in black and Latino communities. Adeyemo outlines incentives for down payment assistance, zoning law changes, and support for first-time homebuyers to make homeownership more accessible.*6. Personal Journeys:*Discover the inspiring journeys of our guests. Wally Adeyemo, the first black American in his role, shares how his parents' commitment to public service influenced his career path. Representative Lauren Underwood, the youngest black woman elected to Congress, reveals how tackling healthcare inequities led her to Congress and her ongoing efforts to make America work for everyone.*7. The Role of the U.S. Treasury:*Understand the multifaceted role of the Treasury Department beyond printing money. Adeyemo explains how they work to grow the U.S. economy, support small businesses, and enhance IRS services, making tax filing easier and more cost-effective for Americans.*8. Bridging Gaps for Millennials and African Americans:*Rep. Underwood highlights the importance of access to information and resources, ensuring programs reach those who need them most. She emphasizes the need for millennials and African Americans to recognize and utilize the opportunities available, encouraging active participation in shaping a fairer, more inclusive economy.This episode is packed with valuable insights on financial inequities and the steps being taken to address them. Whether you're an entrepreneur, a policymaker, or simply interested in economic justice, there's something here for everyone.*#MarketMondays #FinancialInclusion #Entrepreneurship #EconomicEquity #USATreasury #LaurenUnderwood #WallyAdeyemo #SmallBusiness #InflationReduction #Homeownership #BlackWealth #SemiconductorIndustry #PublicService #MillennialFinance #CommunityDevelopment*Our Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Louder with Crowder
Taiwan Rocked by Earthquake: How This Could Screw America

Louder with Crowder

Play Episode Listen Later Apr 3, 2024 73:55


A 7.2 magnitude earthquake just rocked Taiwan, shaking up the chip manufacturing market, we analyzed Biden's CHIPS and Science Act and will show you why it's a DEI disaster, why Latinos like Shakira love Trump, Gay William joins us for Mug Club, and more!GUESTS: Gay William & Josh FirestineSOURCES: https://www.louderwithcrowder.com/sources-april-3-2024