Podcasts about shipping

4. Colonel Jeff McCausland further analyzes the asymmetric warfare tactics employed by Iran, which include the use of maritime drones to threaten shipping in the Straits of Hormuz. He notes that modern technology, such as Starlink and precise GPS, has shifted the advantage toward the defense, making cheap drones highly effective against expensive platforms like the Patriot missile system. Additionally, he points out that Ukraine has become a significant advisor to Gulf states, sharing advanced drone-countermeasure expertise developed on their own battlefields. (4)1866 PERSIA

10MAR26: Iran Mines, Hormuz and Shipping, Tucker Pearl Harbor, Candace Anti-MAGA, and more.  Hosts: Matt Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here:  linktapgo.com/thedumshow  thedumshow.com #TheDUMShow #DontUnfriendMe #DUMShowLive #DUMNation #DUMFans #CallInShow #LivePodcast #ConservativeTalk #AmericaFirst #VeteranVoice #MilitaryPerspective #PoliticalCommentary Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.

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More than a thousand ships are stranded outside the Strait of Hormuz, bobbing in the water. A big reason? Insurance. War insurance premiums have skyrocketed since the war with Iran began. It's an add-on that covers things regular insurance doesn't, like missile strikes. And shippers don't want to foot the bill or put their crews at risk. Cue the traffic jam. On today's show, how a critical trade chokepoint became the parking lot of the sea. And taking stock of President Trump's plan to offer reinsurance to get these ships sailing again.Related episodes: How the 'shadow fleet' helps Russia skirt sanctionsWill Iran block the Strait of Hormuz? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!

In this episode, we dive into Union Pacific CEO Jim Vena's defense of the proposed $85 billion merger with Norfolk Southern, which he claims will vastly improve rail efficiency and convert two million truckloads to rail annually. Despite an initial rejection from the Surface Transportation Board, the rail companies are gearing up to file an updated application this April. Next, we cover the growing legal battle where a coalition of 24 states and major corporations are suing the Trump administration over sweeping 10% import tariffs. Importers like Nintendo and Costco are seeking billions in refunds, arguing that the administration unlawfully bypassed Congress to levy these emergency duties. Finally, we examine how the war in Iran has severely disrupted ocean freight, prompting the world's largest shipping line to terminate all Arabian Gulf voyages. With the Strait of Hormuz effectively closed, MSC is diverting shipments to safe ports and hitting shippers with a mandatory $800 surcharge per container to cover deviation costs. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Israel struck Tehran's oil facilities as Iran named a new supreme leader, the hardline son of the Ayatollah Israel killed on day one, and a senior Israeli military official tells NPR the war needs three more weeks.President Trump reversed course on Kurdish fighters entering Iran, and Iraq's Kurdish deputy prime minister tells NPR in his first interview with western media since the war began that the Kurds will not be part of the fight and are not guns for hire.And the war is strangling the Strait of Hormuz, where hundreds of tankers and container ships are now stranded, raising fears of a global energy crisis.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Hannah Block, Tina Kraja, James Hider, Mohamad ElBardicy and HJ Mai.It was produced by Ziad Buchh and Ben Abrams.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.(0:00) Introduction(01:55) Iran War Escalates(5:17)  Kurds Stay Out(10:52) Global Shipping CrisisTo manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Kimmer’s quick trip to FedEx turns into a rant about $160 overnight shipping, QR codes, apps, and how modern tech keeps leaving baby boomers behind.

Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day. If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the sharp surge in global oil prices as the expanding Middle East conflict disrupts supply and shipping routes. Brent crude briefly spiked above $119 a barrel, its highest level since 2022, as production cuts, damaged infrastructure, and the effective closure of the Strait of Hormuz tightened global energy markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Week 10 of 2026 brings major geopolitical disruption to the global shipping and ship recycling markets as escalating conflict in the Middle East sends shockwaves through energy markets, trade routes, and demolition pricing across the Indian Subcontinent. Following the closure of the Strait of Hormuz and rising regional instability, oil prices surged sharply above USD 110 per barrel, driving higher operating costs across global shipping. War risk premiums, vessel rerouting, and energy price volatility are beginning to influence ship recycling sentiment across key demolition destinations, including Bangladesh, India, Pakistan, and Turkey. In this episode, Ingrid and Henning analyze how geopolitical tensions, fuel market volatility, steel price movements, and currency fluctuations are shaping buyer behavior and demolition pricing across the global ship recycling industry. Despite increasing uncertainty, the recycling markets remain disciplined, with buyers maintaining cautious bidding strategies and limited fresh tonnage entering the market. Key Market Developments This Week • Escalating Middle East conflict impacting global shipping routes and energy markets • Strait of Hormuz disruption driving sharp oil price increases • Rising vessel operating costs and insurance premiums • Bangladesh maintaining top demolition pricing position • India steel plate prices jumping nearly USD 28 per ton amid supply concerns • Pakistan maintaining competitive pricing with stable steel fundamentals • Turkey facing regulatory developments following EU yard certification changes • No reported demolition sales this week as buyers remain cautious Bangladesh continues to lead pricing levels across most vessel categories, while India shows improving steel fundamentals and Pakistan remains competitively positioned for regional tonnage. Turkey continues to trail pricing levels amid softer European scrap demand. The broader tone of the market remains cautious but stable. While geopolitical instability is creating short-term disruption across global shipping markets, longer-term implications may eventually influence vessel supply into the recycling sector. This episode provides strategic insights into demolition pricing trends, steel market movements, subcontinent recycling fundamentals, and the macroeconomic forces influencing ship recycling markets in 2026. For shipowners, brokers, cash buyers, recycling yards, and maritime investors, this weekly update provides essential intelligence on the evolving global ship recycling landscape.

On this day, 8 March 1922, seamen in Hong Kong and Canton (now Guangzhou) won pay rises of 15-30%, ending their strike which began in January. The British colonial government had declared the strike illegal, brought in the army and tried to use scabs from the Chinese mainland, and forced labour to break the strike. But the strike spread, was joined by rail workers, dockers, cooks and servants, and workers set up an armed militia to blockade food to the island by rail or sea. Eventually bosses were forced to cave in. They did not agree to a union shop, but they gave substantial pay rises, legalised the Seaman's Union, freed imprisoned strike leaders and back paid half pay to workers for the strike days. More information, sources and map: https://stories.workingclasshistory.com/article/10828/hong-kong-seamen's-strike-endsOur work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History

In this episode we sat down with logistics expert and host of the Everything is Logistics podcast, Blythe Milligan, for an incredible conversation. We discussed everything from shipping crime to drone delivery and everything in between. She even drops some #freegame that every podcast needs to hear. Tons of cool stories, funny moments and deep dives in this one that you DON"T want to miss!Follow Blythe's journey on social media @blythebrum and listen to Everything is Logistics on all major platformsPATREON LINK: patreon.com/ogsessionsSHOP: ogsessions.comFOLLOW USInstagram: @ogsessionspodX: @ogsessionspodTikTok: @ogsessions

Dr. Brendan Flynn, Head of Discipline Political Science at the School of Political Science and Sociology in the University of Galway, offers his insights into how the Middle East conflict is causing real concern within the shipping community.

This episode is sponsored by eFulfillment Service, a family-owned 3PL that has been in the business for over 25 years. They handle everything from FBA prep and Amazon overflow warehousing to direct-to-consumer fulfilment, and have built their entire model around making things simple for growing sellers.There are zero setup fees, no minimum order requirements, and no long-term contracts. You only pay for what you use.Stop letting logistics throttle your Amazon sales. Start an 8-week risk-free trial today:https://www.efulfillmentservice.com/vendlab/Shipping is often an afterthought, but it plays a critical role in the growth and success of any eCommerce business. It is the final touchpoint between the seller and the customer and has a major impact on customer satisfaction, trust and repeat purchases. Offering the right shipping options can improve the customer experience and help differentiate your brand from competitors.In this episode, we discuss:• How important shipping really is for eCommerce growth• What shipping options you should offer customers• Free shipping vs paid shipping• When to send orders tracked vs untracked• Shipping thresholds and how they influence basket size• International shipping options• Returns and whether they should be free• When fulfilment houses make sense for scaling brands• Channel based shipping strategies for marketplaces and DTC stores

In Episode 318 of China Manufacturing Decoded from Sofeast, Adrian hosts and is joined by CEO Renaud and Supply Chain Management dept. Head, Kate, to examine how the escalating Iran conflict is already affecting, and could further disrupt, manufacturing and supply chains tied to China. The conversation covers the geopolitical context, immediate market reactions, and practical implications for buyers, suppliers and logistics managers. Key takeaways for importers and manufacturers: expect higher material and freight costs, allow extra time for shipments, budget potential additional US$3–4k per container today, consider delaying non-urgent shipments where possible, and monitor the situation closely for rapid changes to insurance and routing. Renaud and Kate emphasize that impacts are likely to scale with the duration of the disruption and that more updates may be needed as the situation develops.   Episode Sections: 00:29 – Introduction to the Iran Conflict 00:58 – Impact on Manufacturing Costs 06:02 – Uncertainty in the Global Market 07:01 – Shipping and Logistics 07:32 – Rising Insurance Costs 11:16 – Freight Cost Implications 12:35 – Shipping Delays and Bottlenecks 14:30 – Effects on Transit Times 15:55 – Preparing for Future Challenges   Related content… US and Israel launch attack on Iran (CNN) IRGC says Iran in ‘complete control' of Strait of Hormuz amid Trump threats (Al Jazeera) Oil and gas prices surge as Iran war disrupts Middle Eastern output (Reuters) Chinese refiners begin run cuts as Iran war tightens oil supply (Reuters) Don't worry about the Iran conflict's impact on oil prices—yet (Atlantic Council) Carriers rush to impose war risk surcharges as Middle East crisis deepens (Lloyd's List) The Red Sea Crisis (Impacts on global shipping and the case for international co-operation) (International Transport Forum)   This episode is brought to you by The Sofeast Group and includes links in the show notes to our blog posts and resources, and recommended books. For help with manufacturing in Asia, inspections, auditing, new product development, contract manufacturing, 3PL warehousing and fulfillment, visit sofeast.com.    Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB

Rassegna stampa economico-finanziaria del 6 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Corriere della Sera / Il Messaggero / La Repubblica * Crollo delle Borse Europee e USA: I mercati scontano l'escalation in Medio Oriente. A Milano l'indice ha perso l'1,61%, Francoforte l'1,78%, Parigi l'1,49% e Londra l'1,45%. A Wall Street, il Dow Jones ha ceduto oltre 1.100 punti (-2,28%). * Tensioni sui Titoli di Stato: Vendite diffuse anche sui bond, riflettendo timori inflazionistici. Il rendimento del Btp decennale è salito al 3,56% (+13 punti base), mentre lo spread Btp-Bund si attesta a 72 punti base. * Blocco Logistico a Hormuz: Circa 1.000 navi sono bloccate nell'area dello Stretto, per un valore stimato dai Lloyd's di Londra superiore ai 25 miliardi di dollari. I transiti delle petroliere sono crollati del 90% rispetto ai livelli pre-crisi.Industria e AutomotiveTestate: Il Messaggero / La Repubblica / Riformista L'Economista * Crisi dello Shipping e dell'Export: Il conflitto mette a rischio 20 miliardi di euro di export italiano verso il Medio Oriente. Il traffico commerciale italiano sulla direttrice del Mar Rosso è crollato a una quota compresa tra il 5% e il 10%. * Costi del Noleggio Marittimo: Le tariffe assicurative per le navi sono aumentate del 400%. Il noleggio di una singola petroliera ha superato i 400.000 dollari al giorno. * Raffinerie e Approvvigionamenti: Allarme per la produzione di diesel; con la chiusura di Hormuz rischiano lo stop le grandi infrastrutture di raffinazione del Golfo, vitali per l'import europeo.Fisco e NormativaTestate: Il Sole 24 Ore / Il Messaggero / La Repubblica * Lotta all'Evasione: I dati ufficiali indicano un'accelerazione nel recupero dell'evasione fiscale, con un obiettivo di 17,2 miliardi di euro nel 2025 (+8,1%). * Tassazione Extraprofitti Energia: Il governo valuta l'introduzione di una tassa sugli extraprofitti o un aumento dell'Irap per le aziende energetiche che speculano sui prezzi. * Deficit e Spesa Pubblica: Il deficit è stimato al 3,1%, con spese superiori alle previsioni per circa 8,9 miliardi di euro.Banche e CreditoTestate: La Repubblica (Milano Finanza) * Dossier MPS-Mediobanca: L'AD di Monte dei Paschi, Luigi Lovaglio, punta a concludere il progetto di fusione con Mediobanca entro il 10 marzo, termine indicato per l'approvazione del concambio. * Andamento Titolo MPS: L'incertezza sui vertici e le voci di esclusione dell'attuale AD hanno causato un calo del titolo del 18% in cinque sedute. * Assetto Societario MPS: Il Ministero dell'Economia detiene il 4,863% del capitale, mentre Delfin è al 17,533% e il Gruppo Caltagirone all'11,45%.Energia e GeopoliticaTestate: Corriere della Sera / Il Messaggero / La Repubblica * Impennata Prezzi Carburanti: La benzina self-service ha raggiunto una media di 1,72 euro/litro (+31 millesimi), mentre il diesel è salito a 1,81 euro/litro (+62 millesimi). In alcuni punti vendita autostradali si registrano picchi di 2,5 euro/litro per il gasolio. * Quotazioni Materie Prime: Il petrolio Brent ha toccato gli 85,47 dollari al barile (+5%). Il gas naturale al Ttf di Amsterdam è salito sopra i 50 euro al megawattora (+3,2%). * Riserve di Gas: L'Italia dispone di stoccaggi al 47%, un livello superiore alla media europea (sotto il 30%), garantendo l'approvvigionamento almeno fino ad aprile.Lavoro e FormazioneTestate: Il Sole 24 Ore / La Repubblica * Pubblica Amministrazione: Previsto lo stop al pagamento del TFS (Trattamento di Fine Servizio) a rate entro un anno, con un impatto significativo sulla prossima manovra finanziaria. * Sicurezza e Navigazione: Lo status di "zona di operazioni belliche" nel Golfo conferisce al personale marittimo (circa 20.000 unità coinvolte) il diritto di rifiutare l'imbarco e richiedere il rimpatrio a spese dell'armatore. Executive Takeaway (Insight per C-Suite) * Rischio Stagflazione: Il blocco prolungato dello Stretto di Hormuz (oltre 5 settimane) potrebbe generare +1 punto di inflazione e tagliare lo 0,5% della crescita del PIL europeo. * Emergenza Logistica: Il crollo dell'export verso il Medio Oriente e l'aumento del 400% dei costi assicurativi marittimi impongono una revisione immediata delle supply chain e delle rotte commerciali. * Vigilanza Regolatoria: L'attivazione dell'unità di monitoraggio Arera e le minacce governative di tassazione sugli extraprofitti segnalano un forte rischio di interventi fiscali punitivi nei settori energia e logistica. * Consolidamento Bancario: La scadenza del 10 marzo per l'operazione MPS-Mediobanca rappresenta un test cruciale per la stabilità e l'attrattività del sistema creditizio italiano verso i fondi internazionali. * Focus Cybersecurity: Il "caso Paragon" evidenzia la vulnerabilità delle infrastrutture di comunicazione aziendale e istituzionale, rendendo prioritaria l'adozione di protocolli di difesa contro software spia avanzati (tipo Graphite).

En este programa de Locos de Wall Street analizamos qué está pasando en el sector del shipping tras el conflicto geopolítico y cómo puede afectar al comercio global y a los mercados. Junto a Climent Molins repasamos cómo están cambiando las rutas marítimas, el impacto en los fletes, el papel de las sanciones y qué implicaciones puede tener todo esto para el ciclo del transporte marítimo. Además, comentamos qué está descontando el mercado, qué riesgos y oportunidades están apareciendo en el sector y cómo pueden interpretarse estos movimientos desde el punto de vista del inversor. Un análisis para entender cómo la geopolítica está reconfigurando uno de los sectores más importantes del comercio mundial. Analiza compañías, usa la IA de Investing Pro y mucho más con estos descuentos: 45% de descuento en planes de 1 año de Pro y Pro+ 50% de descuento en planes de 2 años de Pro y Pro y con un 15% de descuento adicional con nuestro enlace: https://www.investing-referral.com/lws Código: lws Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #Shipping #Geopolítica #MercadosFinancieros #ComercioGlobal #Inversión

The decision by the United States and Israel to launch strikes on Iran has had significant flow-on consequences – not just geopolitically and economically, but also legally and contractually, for businesses whose cargo sails through the Strait of Hormuz. It is thus incumbent upon shipping lawyers like Alison Cusack to not just support clients through the ongoing conflict but also address misinformation that has run rampant since last weekend. In this episode of The Lawyers Weekly Show, host Jerome Doraisamy welcomes back Cusack & Co founder and principal Alison Cusack to discuss the state of affairs for shipping since the US-Israel-Iran conflict began just under a week ago, the misconceptions floating around, the significance of the Strait of Hormuz, and the ramifications of it shutting down. Cusack also delves into the conversations she's been having with clients to steer them through the conflict, what optimal client service delivery looks like against the backdrop of a potential "forever war", how she's managing herself personally, lessons she's learnt from previous shipping crises and how to apply those lessons now, and the importance of offering the right support in such consequential times. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au

Stay informed on current events, visit www.NaturalNews.com - Qatar Energy's Force Majeure and Global Gas Supply Disruption (0:10) - Impact on Aluminum Production and Shipping (2:21) - Iranian Missile Attacks and Media Censorship (4:06) - Economic Implications of the War on Iran (8:40) - Geopolitical Contagion and Economic Leverage (19:12) - Trump's Loss in the War on Iran (22:23) - The Role of AI in the Workforce (1:07:11) - The Economic Doom Loop (1:15:47) - The Role of AI in Business and Personal Life (1:17:47) - Cloud Code and AI Setup (1:21:47) - Advancements in AI and Neural Networks (1:24:09) - Comparison to Human Brain and AI Scalability (1:25:02) - Geopolitics and Technological Leadership (1:27:21) - Open Source Models and Ethical Considerations (1:31:02) - Impact on Education and Job Market (1:33:25) - Covid-19 and Logical Fallacies (1:35:00) - AI Adoption and Workforce Changes (1:37:24) - Survival Supplies and Preparedness (1:39:03) - Final Thoughts and Call to Action (1:41:45) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Episode SummaryIn Episode 3 of the AI Builders Roundtable, the conversation jumps right into deployment.Craig, Greg, and Derrick break down what it actually looks like to run AI agents inside real companies - from shipping production code with Cursor to publishing crowdsourced sports data on-chain, to experimenting with autonomous bots that learn in public.This isn't a hype conversation. It's builders comparing notes while actively rewiring their businesses around AI-native workflows.The throughline:The interface is changing. The architecture is changing. The buyer may not even be human anymore.Key Topics* Why founders can't afford to “wait and see” on AI* Edge models vs. cloud models - and why local compute is resurging* OpenClaw, Claude Code, GLM, and the new agent toolchain* Publishing data to blockchain as an AI settlement layer* Turning APIs into agent-friendly microtransactions* How AI compresses feedback loops inside product teams* SEO in a world where agents, not humans, query first* Building for networks vs. building for agentsLinks & Resources* ScoreStreamConnect on LinkedIn* Neal Bloom* Craig Lauer* Greg Moser* Derrick Oien This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

with Brad Friedman & Desi Doyen

Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFwStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Stephen Grootes speaks to EWC chairperson Terry Gale about the mounting uncertainty facing Western Cape exporters as Middle East tensions disrupt shipping routes and escalate costs. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Luncedo Mtwentwe, Managing Director of Vantage Advisory, about how escalating geopolitical tensions are filtering through to South Africa’s small-business economy. As conflict in the Middle East pushes oil prices higher and raises shipping and insurance costs around key global routes, the knock-on effects are already being felt locally through rising fuel prices, freight costs and currency volatility. For many SMEs that depend on road logistics and imported inputs, these pressures can quickly squeeze margins and cash flow. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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The US-Israel war with Iran brought the crisis in global shipping. We hear how it's affecting seafarers and speak to the Head of the International Maritime Organisation.Also, all provinces in Iraq have experienced a power blackout, which the government has attributed to a technical fault. We get the latest from Baghdad.And how a bag of money on a runway caused havoc in Bolivia.

Quinn Nelson of Reveel & Tony Villanova of Paccurate talk about the 2026 General Rate Increase; the current parcel shipping landscape; & keeping costs down.   IN THIS EPISODE WE DISCUSS:   [02.16] An introduction to Quinn, his background, and role at Reveel. [02.49] An introduction to Tony, his 25-year industry career, and role at Paccurate. [04.23] The current parcel shipping landscape, and the key industry factors that have led us here. "Carriers are incredibly focused on generating revenue, specifically increasing the revenue per shipment of all packages in their network." [06.09] The 2026 GRI, why it looks different to previous years, and why it's more important than ever to have strong transportation technology and packaging partnerships. "Although the increase is that same 5.9% we've seen historically, the carriers are actually moving to non-stop pricing changes throughout the course of the year… They're coming with a 'death by a thousand cuts' mentality." [11.52] The changes carriers have made to target large and inefficient packages in their network, and how good data visibility and packaging can help mitigate these price increases. "Carriers are narrowing their ideal package profile, as much as they're trying to narrow in on their ideal customer, to get those inefficient packages out of the network." [16.57] The 'what, where, and how' of solving problems with data visibility, the power of continuous improvement in partnership, and how data visibility and packaging optimization solutions can work in tandem to drive results. "The improvement is cyclical… It doesn't matter which way the data is coming, we feed each other." [19.50] Why it's typically been so difficult to make changes to packaging, and how Paccurate makes it easier. "Packaging touches everything – warehouse layouts, automation, labor… But not many companies have packaging engineers that can look at this dynamically. So you end up static." [24.38] How improved transportation data visibility is helping businesses identify and realize opportunities for cost saving, and the power of negotiation capital. [28.51] Why transportation networks are like onions, and how 'peeling back the layers' can help you fully understand your costs and the underlying reasons for them. [30.20] Where AI will have the greatest impact on the transportation data visibility and optimization space. "The transportation industry is really well situated to get a lot out of AI." [32.07] How a combination of real-time data, agility, and packaging optimization can bring a real competitive advantage. "We're in such a rampantly changing environment. Every day there's something new. So using technology solutions and data visibility to stay on top of what's changing allows you to be a proactive shipper instead of a reactive one." "An educated shipper is a carrier's worst nightmare." RESOURCES AND LINKS MENTIONED:   Head over to Reveel's website now to find out more and discover how they could help you too. You can also connect with Reveel and keep up to date with the latest over   on LinkedIn, Facebook or X (Twitter), or you can connect with Quinn or Tony on LinkedIn. If you enjoyed this episode and want to hear more from Reveel, check out: 474: Leverage Data-Driven Optimization to Mitigate Tariffs, with Reveel 453: Driving Supply Chain Innovation with Reveel and Deposco 357: Leverage the Power of Shipping Intelligence, with Reveel You can also hear more from Paccurate: 297: Make Smarter Packing Decisions, with Paccurate. Check out our other podcasts HERE.

For more thoughts, clips, and updates, follow Avetis Antaplyan on Instagram: ⁠⁠⁠⁠https://www.instagram.com/avetisantaplyan⁠⁠⁠In this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Pranav Lal, Head of Business Technology at Gusto and former Enterprise Systems Leader at Slack, Eventbrite, Ethos, and OneTrust, to unpack what it really takes to build enterprise-grade systems inside hyper growth companies.Drawing from three pre-IPO to IPO journeys, Pranav shares hard-earned lessons about scaling from 500 to 5,000+ employees, why lead-to-cash is a company's “financial nervous system,” and how IPO readiness shifts the focus from shiny tools to provable controls and governance.The conversation dives deep into the reality behind AI hype — why AI can 10x velocity but cannot fix broken architecture, why SaaS isn't dead (but static SaaS is), and why giving AI agents “god mode” access is a dangerous mistake. Pranav also explores the evolving role of middle management, the shift toward outcome-based SaaS pricing, and how leaders must balance speed with architectural integrity.With insights on radical candor, trust-building after failed transformations, and how to protect team energy in high-pressure environments, this episode delivers a masterclass in modern technical leadership — where judgment, clarity, and guardrails matter more than ever.TakeawaysYou cannot outsource thinking. If you do, you inherit the mess.Scaling from 500 to 5,000 employees shifts from speed-driven execution to governance and ownership clarity.Lead-to-cash is the company's financial nervous system. Errors create revenue leakage and audit risk.IPO readiness is about provable controls, not new tools.Moving from MVP to enterprise-grade means building trust under stress, including uptime, recovery, and auditability.AI increases velocity, but without guardrails it creates chaos.AI cannot repair weak architecture or poor technical fundamentals.SaaS is evolving, not disappearing. Static SaaS is being replaced by dynamic and agent-driven systems.Clear communication is now a critical engineering skill.Middle managers must evolve into hands-on architects and AI orchestrators.Trust is rebuilt through consistency and quick wins.Strong leaders reduce ambiguity, protect team energy, and simplify complexity.Chapters00:00 Intro and Core Thesis01:00 Pranav's Background and IPO Experience01:28 Scaling from 500 to 5,000 Employees03:14 Why Lead-to-Cash Matters04:31 IPO Readiness and Compliance06:05 MVP Versus Enterprise-Grade Systems08:10 AI Hype Versus Reality12:07 Rebuilding Trust After Failed Transformations13:50 The Risk of Outsourcing Thinking17:44 Technical Skill Is Not Enough20:07 The Shift in Engineering Identity24:17 Is SaaS Dead25:46 The Future of SaaS Pricing26:57 The Danger of AI With Full Access28:34 Advice for Engineers in the AI Era36:06 Balancing Speed With Architecture41:16 Hiring for Ownership and Judgment43:15 Radical Candor and Leadership Growth46:35 The Billboard Advice47:02 Final Leadership PrinciplesPranav Lal's Social Media Link:https://www.linkedin.com/in/pranavl/Resources and Links:⁠⁠⁠⁠https://www.hireclout.com⁠⁠⁠⁠⁠⁠⁠⁠https://www.podcast.hireclout.com⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/hirefasthireright⁠

Chuck Zodda and Marc Fandetti break down the latest developments in the Middle East conflict as major shipping company Maersk suspends bookings across several Gulf nations and oil markets try to assess whether disruptions in the Strait of Hormuz will be temporary or prolonged. With crude prices rising and gas prices already climbing nationwide, the hosts examine how oil shocks historically ripple through spending, inflation, and economic growth.Chuck and Marc also discuss whether the U.S. economy is less vulnerable to energy shocks than in past decades, why homeowners are staying put longer than ever, what a surge in 401(k) hardship withdrawals may signal about household finances, and the mounting concerns around private credit markets that some investors believe could face a painful stretch ahead.

Hello to you listening in Woodburn, Oregon! Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with 60 Seconds for Wednesdays on Whidbey and your host, Diane Wyzga. We all want it - don't we? Perfection! We wait to ship our work until it looks right, feels right, sounds right. We hold back on letting go of the paintbrush and calling it art. We want another rewrite of the story before we're willing to share it out loud. We want our work to be perfect. But what did perfect ever do for you? Your being perfect won't help the world get better; but I guarantee you that shipping your imperfect work into the world will. How do I know? I've seen it happen. I'm not saying my imperfect work changes the world; but I‘m not saying it doesn't. When we trust ourselves to ship our imperfect work, we gain an opportunity to feel the magic of taking a leap of faith, welcome the unexpected, and connect with someone who has been waiting for our work. Join me! And thank you for listening!  You're always welcome: "Come for the stories - Stay for the magic!" Speaking of magic, I hope you'll subscribe, share a 5-star rating and nice review on your social media or podcast channel of choice, bring your friends and rellies, and join us! You will have wonderful company as we continue to walk our lives together. Be sure to stop by my Quarter Moon Story Arts website, email me to arrange a no-obligation Discovery Call, and stay current with me as Quarter Moon Story Arts on Substack. Stories From Women Who Walk Production Team Podcaster: Diane F Wyzga & Quarter Moon Story Arts Music: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron Music ALL content and image © 2019 to Present Quarter Moon Story Arts. All rights reserved.  If you found this podcast episode helpful, please consider sharing and attributing it to Diane Wyzga of Stories From Women Who Walk podcast with a link back to the original source.

Ross Hill is the founder and CEO of Insight Forward (IF), a Geopolitical Risk Intelligence advisory service specializing in corporate intelligence. He has over 15 years' experience in public and private sector intelligence. Dr. Treston Wheat is currently the Chief Geopolitical Officer with Insight Forward specializing in geopolitical risk and red teaming. Dr. Wheat is also an adjunct professor at Georgetown University where he teaches intelligence analysis.  J. Overton is co-host of the Sea Control podcast and edited the essay collection “Seapower by Other Means: Naval Contributions to National Objectives Beyond Sea Control, Power Projection, and Traditional Service Missions.” Links - Insight Forward Iran Escalation Scenario: What a humanitarian-framed intervention could mean for regional stability and corporate risk Pestle and Mortar newsletter Boardroom Statecraft

Geopolitics always factor into fertilizer markets, but the week's military escalation involving Iran has quickly added another layer of uncertainty to an already tight global fertilizer supply situation, raising concerns not just about prices, but about availability heading into the North American spring season. In this RealAg Markets discussion, RealAgriculture’s Shaun Haney speaks with Josh... Read More

This week on Inside the Economy, we explore the evolving job market and affordability, financial markets and inflation, and break down the latest trends in imports and exports. Job availability has been trending lower since 2022. What factors could influence whether this trend continues, stabilizes, or reverses in the near term? Commercial mortgage-backed securities (CMBS) delinquencies have risen sharply in recent years. Where might this trend lead next, and what could the downstream implications be? The Congressional Budget Office projects that federal deficits will rise from 2026 through 2035 due to policy changes. What specific spending and revenue adjustments are driving those increases? As for the biggest source of U.S. imports, European Union took the lead, which country or region is close behind? Foreign investors have steadily increased their holdings of U.S. government debt. Will this demand remain strong in the years ahead? Tune in to learn more. Key Takeaways: • Real GDP increased 1.4% in Q4 2025 • 30 year mortgage dipped to 5.98% • Crude Oil rose to $72.58 per barrel

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.The war in Iran poses risks to global fertilizer production and supply chains

Beth Ford of Baton Rouge, LA shares how she found new purpose, passion, and peace in life by opening a cottage food bakery and growing it until she could quit her job and focus on the bakery full-timeGet full show notes and transcript here: https://forrager.com/podcast/162

with Brad Friedman & Desi Doyen

On February 28, the United States and Israel launched an attack on Iran, killing the Supreme Leader along with other senior leaders of the Islamic Revolutionary Guard Corps (IRGC). In his initial statements following the attack, President Trump signaled that regime change was a potential objective. Iran responded aggressively, targeting a range of military, civilian, and energy infrastructure across nine countries at the time of recording. Energy facilities have been hit, including a refinery in Saudi Arabia and LNG export facilities in Qatar. The Strait of Hormuz, a strategic chokepoint handling roughly one-fifth of global oil flows and a key corridor for Qatar's LNG exports, is effectively blocked. Shipping companies and insurers are unwilling to risk moving through the narrow chokepoint amid ongoing missile and drone attacks in the region. Several tankers have also reportedly been struck. As a result, oil and natural gas prices have risen. If the Strait of Hormuz remains blocked for an extended period, even higher prices are expected. This week on the podcast, Peter and Jackie are joined by Josef Schachter, President and Founder of Schachter Energy Research Services Inc. They discuss the recent events, oil prices, available spare production capacity, and inventories, and what these developments could mean for the Canadian oil and gas industry. Content referenced on this podcast:Learn more about the Schachter Energy Report and the Eye on Energy Report Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Ep 90 | If you're reading Clearlight sauna reviews and wondering what the delivery process looks like in real life, this episode is for you.One of the biggest questions I get from people researching Clearlight is this: What happens after I order? How does Clearlight shipping work? How long is the delivery timeline? And what should I expect when that freight truck pulls up?In this Ask Jen episode, I walk you step-by-step through the Clearlight sauna delivery process—from payment confirmation to freight pickup, tracking links, pallet arrival, and setup prep. No hype. No surprises. Just the real-world details so you can make an informed decision and feel confident about your purchase.If you're sitting in analysis paralysis comparing sauna brands, reading reviews, or wondering about Clearlight shipping and delivery logistics, this conversation will help you understand exactly what to expect.

Today's show features: - Rob Dell, Vice President of Bob Ruth Ford
 - Frank Zombo, Vice President of Sales at Auto Hauler Exchange

 - John Murphy, Used Vehicle Director at Holler-Classic Automotive Group This episode is brought to you by: Great America – Planning a new service lane, collision center, or showroom refresh? GreatAmerica finances dealership build‑outs and remodels—including service equipment, collision & repair, body & paint, EVSE, car wash, signage, and software. Our fast credit decisions keep projects on schedule, while flexible financing structures are designed to support growth, efficiency, and long‑term ROI—without tying up cash needed for inventory, staffing, or daily operations. Visit https://carguymedia.com/4l4uK13 to learn more! AutoHauler Exchange – Auto Hauler Exchange is the vehicle transportation marketplace connecting shippers and carriers directly to remove inefficiencies, cut delivery timelines in half, and save 15-20% on transport. Visit https://www.autohaulerexchange.com/ to set up your free account today. Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ CDG News ➤ ⁠https://news.dealershipguy.com/⁠ CDG Jobs ➤ ⁠https://jobs.dealershipguy.com/⁠ CDG Recruiting ➤ ⁠https://www.cdgrecruiting.com/⁠ My Socials: X ➤ ⁠https://www.twitter.com/GuyDealership⁠ Instagram ➤ ⁠https://www.instagram.com/cardealershipguy/⁠ TikTok ➤ ⁠https://www.tiktok.com/@guydealership⁠ LinkedIn ➤⁠ https://www.linkedin.com/company/cardealershipguy/⁠ Threads ➤ ⁠https://www.threads.net/@cardealershipguy⁠ Facebook ➤⁠ https://www.facebook.com/profile.php?id=100077402857683⁠ Everything else ➤ ⁠dealershipguy.com

PRE-ORDER MY NEW BOOK (OUT MAY 5, 2026)!!! — ⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/43BquPd⁠⁠⁠⁠⁠⁠⁠⁠ Matt Eicheldinger is back and somehow since the last time he was on, he's casually signed over a dozen book contracts, written across multiple age ranges, and is now launching a dystopian trilogy. Meanwhile, I'm still over here arguing with copy editors about commas. We talk about what self-publishing actually looks like, what happens when Kirkus reviews decide your book is either brilliant or from the devil himself, and how middle schoolers might actually be the toughest literary critics alive. Matt shares the premise of his new YA trilogy, a flooded world, a foster teen, hardcore preppers, and a mysterious place called “The Hill”, and we get into what it feels like to pivot from autobiographical humor to dystopian survival. Takeaways: The version of self-publishing nobody romanticizes. The Kirkus review line that absolutely sent me. Why Matt's “violent” middle grade series is more autobiographical than I realized. The unexpected inspiration behind a flooded dystopian trilogy. The workplace interaction that reminded me kindness is free and somehow still controversial. Teachers' night out? Yes, please! Come see comedian Educator Andrea…Get your tickets at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠teachersloungelive.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Educatorandrea.com/tickets⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for laugh out loud Education! — Don't Be Shy Come Say Hi: www.podcasterandrea.com Watch on YouTube: @educatorandrea A Human Content Production Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Grootes speaks to JSE CEO Leila Fourie and Bidvest CEO Mpumi Madisa about their latest performance results, unpacking revenue growth, strategic priorities and what lies ahead for their respective businesses. In other interviews, Timothy Walker, Senior researcher on maritime security at the ISS talks about the impact of the Iran conflict on global maritime trade and energy markets. As tensions escalate in the Strait of Hormuz, the world’s critical oil and gas shipping corridor, tanker disruptions, stranded vessels and rising war-risk insurance costs are sending ripples through the local and international economy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett's top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

U.S. Central Command says 3 U.S. fighter jets were shot down by Kuwaiti Air defenses in a friendly fire incident. 6 crew members ejected safely and are recovering in the hospital. Officials in Kuwait reporting their condition as stable. The cause of the incident is under investigation. There's currently an ongoing threat of missile and drone attacks over Kuwait. The U.S. government is warning Americans in the country to take cover indoors. Kuwait early this morning saying it intercepted a number of Iranian drones. The country is home to the forward headquarters of U.S. Army Central.President Trump says the operation could last up to five weeks. Trump says it's too early to make any commitment regarding future leadership in Iran, adding that operations are “quite ahead of schedule.” A drone strike also hit a British Royal Air Force base in Cyprus overnight. The island's president and Britain's Defense Ministry saying today the strike causing limited damage and no casualties. Israel is also launching new air strikes on Monday, targeting sites in Iran and expanding operations to include Iran-backed Hezbollah in Lebanon.Oil prices are spiking after Iranian attacks disrupted shipping traffic in the Strait of Hormuz. The price of oil in the U.S. surging around 9% as markets begin trading. Roughly 20 million barrels of oil move through the Strait every day, along with 100 billion cubic meters of natural gas. Shipping data shows more than 200 vessels, including oil and liquefied gas tankers, are stalled outside the Strait.

The US President has warned combat operations will continue in Iran until all of Washington's objective have been achieved. US and Israeli strikes and Iranian retaliation have already cost dozens of lives and disrupted global shipping and air travel. Iran has retaliated, striking at US military installations in the region. The Gulf cities of Dubai, Abu Dhabi and Doha have been under bombardment. Middle East correspondent Jacob Brown spoke to Lisa Owen.

In today's episode on 1st March 2026, we talk about something in the global shipping industry that is so important, yet rarely spoken about – Freight Containers.Book a FREE call with Ditto

Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist.Today – what's fueling the latest oil market rally.It's Thursday, February 26th, at 3pm in London.What happens when oil prices jump, even though there's no actual shortage of oil? That's the situation we're in right now. Tensions between the U.S. and Iran have escalated again. Naturally, markets are paying attention.Over the past week, Brent crude rose about $3 to around $72 per barrel. WTI climbed into the mid-$60s. Shipping costs surged. And traders have started paying a premium for protection against a sudden oil spike – the levels we haven't seen since the early days of the Ukrainian invasion.But here's the key point: there's no clear evidence that global oil supply has tightened. Exports are still flowing. Tankers are still moving. And some near-term indicators of physical tightness have actually softened. When oil is truly scarce, buyers scramble for immediate barrels and short-term prices spike relative to future delivery. Instead, those spreads have narrowed, and physical premiums have eased.This isn't a supply shock. It's a risk premium. In simple terms, investors are buying insurance. So what could happen next? We see four broad scenarios.Before I outline them though, here's something we do not see as a core case: a prolonged closure of the Strait of Hormuz. Roughly 15 million barrels per day of crude and another 5 million of refined product moves through that corridor. A sustained shutdown would be enormously disruptive. But we think the probability is very low.Now coming back to our four scenarios. The first is straightforward. A negotiated settlement; conflict is avoided. Iranian exports continue and shipping lanes remain open. In that scenario, what unwinds is the geopolitical risk premium – which we estimate at roughly $7 to $9 per barrel. If that fades, Brent could drift back to the low-to-mid $60s, similar to past episodes where prices spiked on fear and then retraced once supply proves unaffected.Second, we could see short-lived frictions – shipping delays, higher insurance costs, temporary logistical issues. That might remove a few hundred thousand barrels per day for, say, a few weeks.. Prices could briefly spike into the $75–80 range. But balancing forces would kick in relatively quickly. For example, China has been building inventories at a steady pace. At higher prices, that stockbuilding would likely slow, helping offset temporary disruptions. That points to some further upside in prices – but then normalization.The third scenario is more serious, but still contained: localized export losses of perhaps 1 to 1.5 million barrels per day for a month or two. Prices would stay elevated longer, but spare capacity and demand adjustments could eventually stabilize the market.Now our last scenario is the more serious and considers a potential shipping shock. The real risk here isn't wells shutting down – it's shipping disruption. Global trade of crude oil depends on efficient tanker movement. If transit times were extended even modestly, effective shipping capacity could fall sharply, creating what amounts to a temporary tightening of about 2 to 3 million barrels per day – or about 6 percent of global seaborne supply. That is a logistics shock, not a production outage – but it would push prices toward early-2022-type levels, at least briefly.Now let's zoom out. Beyond geopolitics, the fundamentals look weak. OPEC+ supply is rising, and our forecasts show a sizable surplus building in 2026. Even if some of that oil ends up in China's stockpiles, a lot would still likely flow into core OECD inventories. Historically, when the market looks like this, prices tend to fall, not rise.Which brings us back to the central point. Oil isn't rallying because the world has run out of barrels. It's rallying because markets are pricing geopolitical risk. And unless that risk turns into actual, sustained disruption, insurance premiums tend to expire.Thank you for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.This podcast references jurisdiction(s) or person(s) which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

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