Podcasts about southeast asian

China opened a vital waterway on Wednesday, giving its landlocked southwestern areas a shortcut to the coast and overseas markets, as the country moves to further strengthen its trade relations with regional neighbors, particularly those in Southeast Asia.中国星期三开通一条重要水运通道，为西南地区内陆省区通往沿海和海外市场提供了一条“捷径”。随着中国进一步加强与周边国家，尤其是东南亚国家的贸易联系，这一工程将发挥重要作用。The Pinglu Canal, built in the Guangxi Zhuang autonomous region at a cost of 72.7 billion yuan ($10.8 billion), stretches for 134.2 kilometers from the Xijin reservoir in the county-level city of Hengzhou to the Qinzhou Port in the Beibu Gulf. It is the first waterway built in the country to connect a river system directly to the sea since the founding of the People's Republic of China in 1949.平陆运河位于广西壮族自治区，总投资727亿元人民币（约合108亿美元），全长134.2公里，北起横州市西津水库，南至北部湾钦州港。这是中华人民共和国成立（1949年）以来，中国建设的首条连接内河水系与大海的人工运河。The canal shortens the inland waterway journeys of goods from southwestern China by more than 560 km compared with traditional routes through ports in Guangdong province. It is expected to reduce overall logistics expenses and save more than 5 billion yuan in transportation costs each year.平陆运河使中国西南地区货物运输相比过去经广东港口出海的传统路线缩短超过560公里，预计将降低整体物流成本，每年节约运输费用超过50亿元人民币。Vice-Premier Ding Xuexiang, who attended the canal's opening ceremony, called for making full use of the new waterway to develop a first-class international gateway port in the Beibu Gulf and support further opening-up of China's western region.出席运河通航仪式的国务院副总理丁薛祥表示，要充分发挥这一新航道作用，加快建设北部湾一流国际门户港，进一步推动中国西部地区扩大开放。Ding also called for efficient operation of the canal, which serves as key infrastructure for multimodal transportation integrating river, rail and sea, and is a backbone project of the New International Land-Sea Trade Corridor — a strategic route connecting China's inland areas with regional and global markets.丁薛祥还强调，要高效运营平陆运河，使其成为连接江、铁、海多式联运体系的重要基础设施，并服务于西部陆海新通道建设。这一战略通道连接中国内陆地区与区域及全球市场，是推动内陆开放发展的重要工程。Construction of the Pinglu Canal started in August 2022 to address a long-standing geographical problem in terms of trade.平陆运河于2022年8月开工建设，旨在解决长期存在的贸易地理瓶颈问题。While Guangxi boasts a coastline and borders Vietnam, its major inland rivers flow east, which means cargo moving by water from Nanning, the capital of Guangxi, and other parts of the Xijiang River basin could only reach the sea through Guangdong.广西虽然拥有海岸线并与越南接壤，但其主要内河向东流动，这意味着来自广西首府南宁以及西江流域其他地区的水运货物过去只能经过广东港口出海。The Pinglu Canal, designed to handle vessels of the 5,000-metric-ton class, now allows cargo to turn south and reach the Beibu Gulf — the closest maritime outlet for much of southwestern China — through the Qinzhou Port.如今，平陆运河可通行5000吨级船舶，使货物能够向南转运，经钦州港抵达北部湾——这里是中国西南大部分地区距离最近的出海口。One of the biggest engineering challenges during construction of the canal was navigating a difference of 65 meters in the water level between its northern end and the sea. Three navigation hubs — Madao, Qishi and Qingnian — featuring twin-line ship locks were built to raise and lower vessels, effectively acting as giant elevators.建设过程中，最大的工程挑战之一，是需要克服运河北端与大海之间65米的水位落差。为此，工程建设了马道、企石、青年三座通航枢纽，并配备双线船闸，通过调节水位帮助船舶升降，如同巨型“电梯”。Ni Yuping, vice-dean of Tsinghua University's School of Humanities in Beijing, placed the megaproject in a broader context, saying that one of the key questions it seeks to answer is "how western China can better integrate into the global economy".清华大学人文学院副院长倪玉平表示，这一重大工程放在更宏观背景下，其试图回答的关键问题之一是：“中国西部如何更好融入全球经济。”Unlike the Suez Canal and the Panama Canal, which primarily provide shortcuts for vessels between major seas and oceans, the Pinglu Canal gives a vast inland economic hinterland a shorter route to the coast — and from there to international markets.与主要为连接不同海域和大洋船舶提供捷径的苏伊士运河和巴拿马运河不同，平陆运河为一个庞大的内陆经济腹地提供了更短的出海通道，并进一步连接国际市场。Wu Tao, a history professor at Sun Yat-sen University in Guangzhou, the capital of Guangdong, noted that inland waterway shipping routes "remain irreplaceable" even though China's road, rail and air transportation networks have expanded. Their large carrying capacity and relatively low logistics costs make inland waterways particularly suited for bulk cargo, Wu said.广州中山大学历史学教授吴滔指出，尽管中国公路、铁路和航空运输网络不断完善，但内河航运依然“不可替代”。他说，内河运输具有运量大、物流成本相对较低等优势，尤其适合大宗货物运输。For businesses, the new canal is already dictating logistics and investment decisions.对于企业而言，平陆运河已经开始影响物流布局和投资决策。On Sept 8, a consignment of auto parts from Chinese vehicle manufacturer SAIC-GM-Wuling left Liuzhou for Nanning Port, before continuing by ship through the Pinglu Canal to reach Can Tho Port in Vietnam.9月8日，中国汽车制造商上汽通用五菱的一批汽车零部件从柳州出发，运抵南宁港，随后通过平陆运河水运前往越南芹苴港。The company said the new river-sea route could cut its logistics costs by about 10 percent. "For us, the freight saved is real profit, and that translates directly into greater price competitiveness in ASEAN and other global markets," said Cai Yan, a senior technical officer at SAIC-GM-Wuling.该公司表示，这条江海联运新线路可帮助企业降低约10%的物流成本。上汽通用五菱高级技术主管蔡艳表示：“对我们而言，节省下来的运费就是实实在在的利润，也直接转化为我们在东盟及其他全球市场上的价格竞争力。”The canal has added waterway to the company's existing road and rail transportation options, giving it more flexibility as it expands its business and production links across Southeast Asia, Cai said.蔡艳表示，平陆运河为公司现有公路和铁路运输方式增加了水运选择，使企业在拓展东南亚业务和生产联系过程中拥有更大的灵活性。The new route is being factored into investment plans of companies.这一新航线也正被纳入企业投资规划。About 50 km from the Pinglu Canal's northern end, French chemicals producer SNF Group is building a plant in Nanning's Liujing Industrial Park, with an annual capacity of 370,000 tons.距离平陆运河北端约50公里的南宁市六景工业园区，法国化工企业SNF集团正在建设一座年产能37万吨的工厂。The factory, which will be the group's largest production base in southern China, is expected to start operations in stages before June 2027.该工厂将成为该集团在中国南方最大的生产基地，预计将在2027年6月前分阶段投入运营。"The Pinglu Canal will reduce our logistics costs and enable convenient delivery to South China and all of Southeast Asia. It offers great advantages in both materials sourcing and product distribution," said Thomas Wilsius, head of the company's Nanning project.该公司南宁项目负责人托马斯·威尔休斯表示：“平陆运河将降低我们的物流成本，使产品能够更加便捷地运往华南地区和整个东南亚市场。无论是在原材料采购还是产品配送方面，它都具有明显优势。”The waterway is likely to bring more Southeast Asian products to the Chinese market.这条水运通道也有望推动更多东南亚产品进入中国市场。Philippine Ambassador to China Jaime A. FlorCruz, who visited the canal with a group of ASEAN envoys in July, said that fresh seafood and other time-sensitive products could be exported more efficiently from his country to China.菲律宾驻华大使海梅·A·弗洛克鲁斯7月曾率东盟国家驻华使节团参访平陆运河。他表示，菲律宾的新鲜海产品以及其他对时效要求较高的产品，未来可以更加高效地出口到中国。"In the long run, this will benefit not only the local people, but the broader region and even the world," he said, adding that shorter shipping distances, lower freight costs and faster deliveries would bring tangible benefits to fishermen, farmers, traders and entrepreneurs.他说：“从长远来看，这不仅将惠及当地民众，也将惠及更广泛的地区乃至全世界。”他指出，更短的航程、更低的运输成本以及更快的交付速度，将为渔民、农民、贸易商和企业家带来切实收益。For Shen Guiping, a resident of Shangjing village in Qinzhou, who took part in relocation work for the project, the opening of the Pinglu Canal carries a more personal meaning.对于参与该项目搬迁工作的钦州市上京村居民沈桂平而言，平陆运河的开通有着更加特殊的意义。"It almost feels like a dream that has finally been realized. It is something generations of locals hoped for," she said.“感觉像是一场终于实现的梦想，这是当地几代人一直期盼的事情。”她说。【词汇提炼】shortcut /ˈʃɔːtkʌt/ n.捷径；便捷通道landlocked /ˈlændlɒkt/ adj.内陆的；无出海口的logistics /ləˈdʒɪstɪks/ n.物流；运输管理multimodal /ˌmʌltiˈməʊdl/ adj.多式联运的；综合运输的corridor /ˈkɒrɪdɔː(r)/ n.通道；走廊；经济带gateway /ˈɡeɪtweɪ/ n.门户；枢纽infrastructure /ˈɪnfrəstrʌktʃər/ n.基础设施hinterland /ˈhɪntəlænd/ n.腹地；内陆地区consignment /kənˈsaɪnmənt/ n.货物；托运物

We salute feminist freethinker Robin Morgan, and castigate Christian nationalist actions by various Cabinet members. Then, A.J. Surin, founder and president of Humanists Malaysia, tells us about the few brave freethinkers advocating for reason and tolerance of diversity in his ultrareligious mostly Muslim nation.

Chinese novelties firm looking for different growth path from Pop Mart中国新潮玩企业探索不同于泡泡玛特的发展路径In a shopping mall in Hopson One Mall in Yangpu district, Shanghai, hundreds of visitors line up at a popup store. They are drawn by a popular item — squishy cake toys — colorful, foam squeezables designed for stress relief and fashion statements. Unlike ultra-squishy toys, this item has a firmer foam texture, great for office desk decor, party gifts or relieving work and school pressure for both kids and adults alike.在上海杨浦区合生汇购物中心的一家快闪店外，数百名消费者排队等候。他们被一款热门商品吸引——解压蛋糕玩具。这类色彩鲜艳、柔软可捏的泡沫玩具，既能缓解压力，也成为一种时尚表达。与极度柔软、容易变形的传统解压玩具不同，这款蛋糕玩具采用更具支撑感的泡沫材质，既适合作为办公室桌面装饰，也可作为派对礼物，同时能够帮助儿童和成年人缓解学习与工作压力。The squishy cake toy comes in a variety of scrumptious shapes — strawberry, cherry, croissant and mushroom. Each of them is priced at around 25 yuan ($3.7).这些解压蛋糕玩具有多种“美味”造型，包括草莓、樱桃、羊角面包和蘑菇等，每个售价约25元人民币（约合3.7美元）。“I bought three squishy cake toys today. I like the soft touch of the toys. It is very stress-relieving,” said Zhang Le, a 30-year-old designer in Shanghai.“我今天买了三个解压蛋糕玩具。我喜欢它柔软的触感，真的很能缓解压力。”上海一名30岁的设计师张乐说。"I took my daughter to the pop-up store here. She likes squishy cake toys very much. She often shares the toys with her classmate. I bought five for her and one for myself. I can put the squishy cake toy on my office desk. It puts me in a good mood," said Cheng Yuqi, a 45-year-old mother in Shanghai.“我带女儿来到这里的快闪店，她非常喜欢这种玩具。她经常和同学分享。我给她买了五个，也给自己买了一个。我可以把它放在办公室桌上，每次看到它都会让我心情变好。”上海45岁的母亲程雨琪说。Since July, another style of squishy cake toys produced by Shanghai local brand Molynk have gone viral on TikTok. Related videos have already topped 180 million views. The product, priced at 299 yuan, sold out soon after its global debut, with 5,000 units purchased.自7月以来，上海本土品牌莫尼（Molynk）生产的另一款解压蛋糕玩具在TikTok上迅速走红。相关视频浏览量已超过1.8亿次。这款售价299元的产品在全球首发后很快售罄，共有5000件被抢购一空。The toys have become so popular that a large number of tourists from Southeast Asian countries such as Thailand are paying special visits to China, dragging their suitcases to offline stores in Shanghai for shopping trips. After these tourists return to their home countries, even if they resell their products at double or even higher prices, the products are still highly sought after by local consumers, as reported by Xinmin.cn.由于产品热度持续上升，越来越多来自泰国等东南亚国家的游客专程来到中国，拖着行李箱前往上海线下门店购买。据新民网报道，这些游客回国后，即使以两倍甚至更高价格转售，产品依然受到当地消费者追捧。At a soft rubber toy factory in Zhejiang province's Yiwu, located some 300 kilometers from Shanghai, millions of "freshly baked" bun-shaped decompression toys are about to board a truck bound for Ningbo Zhoushan Port, crossing mountains and waterways to Europe and North America.在距离上海约300公里的浙江义乌一家软胶玩具工厂内，数百万个“刚出炉”的包子造型解压玩具即将装车，运往宁波舟山港，再跨越山川河流，销往欧洲和北美市场。The latest data released by the General Administration of Customs of China showed that the total export value of Chinese toys in the first half was $15.6 billion, with some markets showing a recovery trend.中国海关总署最新数据显示，今年上半年，中国玩具出口总额达到156亿美元，部分市场呈现复苏趋势。Behind this evolving phenomenon of exports is a synergy of multiple factors, such as "China-Chic" design breakthroughs, mature supply chain support, global layout acceleration and the enduring and increasing appeal of emotional consumption.这一出口现象背后，是多重因素共同作用的结果，包括“国潮”设计突破、成熟供应链支撑、全球市场布局加速，以及情绪消费持续增长带来的吸引力。In recent years, the global emotional consumption market has continued to heat up, and stress relieving games and items have formed a billion dollar gold mine. According to the Global Stress Relief Toy Special Report issued by Verified Market Research, the global stress relief toy market is expected to reach $6.26 billion by 2026, and is projected to surpass $8.96 billion by 2030.近年来，全球情绪消费市场持续升温，解压游戏和相关产品正在形成一个价值数十亿美元的市场。根据市场研究机构Verified Market Research发布的《全球解压玩具特别报告》，预计到2026年，全球解压玩具市场规模将达到62.6亿美元，并有望在2030年超过89.6亿美元。Li Weiqing, founder and CEO of Molynk — one of the producers of squishy cake toys — said: “Since our establishment, the brand has aimed for a global layout. This may be different from Pop Mart, which was born in China and gradually achieved globalization with later development. When we were founded, we deployed branch offices in the United States, Japan and Spain, with Shanghai as our headquarters.”莫尼（Molynk）创始人兼首席执行官李伟庆表示：“品牌成立以来，就一直以全球化布局为目标。这一点可能不同于泡泡玛特——后者诞生于中国，并在后期发展过程中逐步走向全球化。而我们在创立之初，就已经在美国、日本和西班牙设立分支机构，总部设在上海。”Li Yun, general manager of Unie Toys in Minhang district, Shanghai, said: “We found the soft, colorful squishy cake toys well-received by consumers, both kids and adults. With the accelerated pace of modern life, people are increasingly placing emphasis on things that offer emotional value.”上海闵行区优尼玩具公司总经理李云表示：“我们发现，这种柔软、色彩丰富的解压蛋糕玩具受到儿童和成年消费者的共同欢迎。随着现代生活节奏不断加快，人们越来越重视能够提供情绪价值的产品。”Dong Peng, an independent senior analyst, said: "Shanghai squishy cake toys have gone from low-end OEM to cross-border hard currency, essentially completing the cognitive upgrade from 'emotional consumer goods' to 'cultural symbol carriers', no longer relying on simple price differences, but on precise translation and efficient supply of contemporary people's emotional needs."独立资深分析师董鹏表示：“上海解压蛋糕玩具已经从低端代工产品转变为具有跨境竞争力的产品，本质上完成了从‘情绪消费品'到‘文化符号载体'的认知升级。它们不再依靠简单的价格差异，而是依靠对当代消费者情绪需求的精准理解和高效供应。”squishy /ˈskwɪʃi/ adj.柔软可捏的；有弹性的novelty /ˈnɒvəlti/ n.新奇产品；新颖事物go viral /ɡəʊ ˈvaɪrəl/ v.走红；在网络上迅速传播be well-received /bi wel rɪˈsiːvd/ v.受到欢迎；获得认可emotional value /ɪˈməʊʃənl ˈvæljuː/ n.情绪价值；情感价值China-Chic /ˌtʃaɪnə ˈʃiːk/ n.国潮；中国风时尚潮流global layout /ˈɡləʊbl ˈleɪaʊt/ n.全球布局；国际化布局resell /ˌriːˈsel/ v.转售；二次销售

High-end design meets cross-border reality. Welcome to the masterclass in importing world-class home furnishings from Asia—without losing your shirt to logistical nightmares and factory missteps.In each episode, we uncover what it takes to navigate the global supply chain like a veteran:Material Mapping: Aligning your design vision with regional specialties, from Indian architectural metalwork to Southeast Asian woven fibers.Production Precision: Building airtight spec sheets and defining the ultimate "golden sample."Margin Protection: Mastering staged QC inspections, critical shipping terms, and defensive packaging that keeps moisture and transit damage out.Don't let freight delays and quality drift derail your margins. Subscribe to bridge the gap between initial sample and scaled production.Learn more with our blog https://mondoro.com/how-to-source-quality-asian-home-decor-without-making-costly-mistakes/

Could Scarborough Shoal become China's next artificial-island outpost? Can transparency effectively counter gray-zone coercion at sea? Why did scholars from seven Chinese universities suddenly claim that Batanes, the Philippines' northernmost and very much inhabited island province, belongs to China? And why has the Chinese embassy in Manila spent so much time attacking a Philippine Coast Guard officer, and one of our own podcast co-hosts, online?In this special crossover episode, the usual roles are reversed. Rear Admiral Jay Tarriela of the Philippine Coast Guard, a two-time Why Should We Care About the Indo-Pacific? guest and a leading champion of Manila's maritime transparency campaign, takes the host chair on his podcast, Just the Truth. Recorded in Manila, he puts Why Should We Care co-host Ray Powell in the guest seat.Jay and Ray examine what happens when China's pressure at sea is paired with political warfare on land. They discuss the risk that Scarborough Shoal could become Beijing's next fortified outpost, the sudden claims over Batanes as Chinese coast guard vessels push east of the First Island Chain, and whether publicly documenting water cannons, ramming, swarming, and other coercive acts changes China's behavior, or at least builds the national resilience and international backing needed for a long-term resistance.They also explore why the Philippines has embraced transparency while many Southeast Asian neighbors still prefer quiet diplomacy, how independent journalists aboard Philippine Coast Guard ships have helped make maritime encounters impossible to ignore, and why the political contest over facts, images, and public opinion may be inseparable from the contest taking place on the water.Jay then lightens the mood with some of his favorite “mean tweets” about Ray: that he is an American propagandist, or secretly Jay's CIA boss, or directing a half-billion-dollar U.S. government information operation against China… a windfall Ray's wife would very much like to locate.It is a candid, sometimes irreverent conversation about territorial claims, information warfare, Philippine agency, and why Beijing appears so determined to discredit the people pointing cameras at its actions.Be sure to subscribe for your weekly Indo-Pacific briefing.Follow Rear Admiral Jay Tarriela at the West Philippine Sea Transparence Office on Facebook, on LinkedIn or on X, @jaytaryelaFollow “Just the Truth” on the Philippine Information Agency's YouTube channelFollow us on X, @IndoPacPodcast, LinkedIn or FacebookSponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific

What if one of the most powerful tools for improving your cardiovascular resilience was already built into your body—and completely free? In this science-forward solo episode, Darin dives into the fascinating physiology of breath holding and the mammalian dive response, an ancient survival mechanism humans share with seals, whales, and dolphins. Simply holding your breath triggers an extraordinary cascade inside the body: your heart rate slows, blood vessels constrict to preserve oxygen for vital organs, and your spleen contracts to release oxygen-rich red blood cells into circulation. Darin explores research on elite freedivers, Southeast Asian sea nomads, cardiac hypoxic resistance, and the remarkable ways the human body can adapt to repeated breath-hold training. But he also separates the evidence from the hype, explaining why breath holding alone isn't a miracle intervention and why some of the most promising benefits appear when hypoxic stress is combined with movement and resistance exercise. This episode is a reminder that some of the most extraordinary tools for improving human performance aren't expensive supplements or complicated technologies—they're capacities your body has possessed all along. What You'll Learn What happens inside your body the moment you hold your breath How the mammalian dive response slows your heart rate and redirects blood flow Why your spleen acts like a biological reservoir for oxygen-rich red blood cells How humans share this ancient survival mechanism with marine mammals Why Southeast Asian sea nomads developed remarkable adaptations for freediving How breath-hold training can amplify the body's natural dive response What researchers discovered when elite divers reached extraordinarily low blood oxygen levels How repeated training may create greater hypoxic resilience in the heart Why the long-term benefits of breath-hold training in everyday people are still being studied Why combining hypoxic stress with movement may be more powerful than breath holding alone Chapters 00:00:03 – Welcome to SuperLife 00:00:34 – Sponsor: Alkemis 00:03:26 – The incredible thing happening when you hold your breath 00:03:57 – The ancient survival program you share with dolphins and whales 00:04:31 – The hidden cardiovascular tool almost nobody trains 00:05:03 – A free physiological capacity already built into your body 00:05:38 – What the science actually says about breath-hold training 00:06:09 – Understanding the mammalian dive response 00:06:37 – Your heart, blood vessels, and spleen react within seconds 00:07:11 – Your spleen is a biological oxygen reservoir 00:08:05 – Sponsor: Manna Vitality 00:09:59 – Why cold water amplifies the dive response 00:10:07 – The extraordinary physiology of Southeast Asian sea nomads 00:10:39 – Humans performing underwater like marine mammals 00:11:14 – The mammalian dive response is trainable 00:11:54 – What happened when elite divers reached extremely low blood oxygen 00:12:30 – How the heart adapts during extreme breath holds 00:13:08 – Cardiac hypoxic resistance and a stronger trained heart 00:13:55 – The important limitations of the current research 00:14:41 – Why breath holding alone isn't a miracle 00:15:09 – Combining hypoxic stress with resistance exercise 00:15:42 – Breath holding as a multiplier, not a replacement 00:16:33 – Practical takeaways for training the dive response 00:17:48 – Final thoughts and closing Thank You to Our Sponsors Alkemis: Go to https://alkemispaint.com/ and use code DARIN10 for 10% off your order. Manna Vitality: Go to mannavitality.com/ and use code DARIN12 for 12% off your order. Join the SuperLife Patreon: This is where Darin now shares the deeper work: - weekly voice notes - ingredient trackers - wellness challenges - extended conversations - community accountability - sovereignty practices Join now for only $7.49/month at https://patreon.com/darinolien Find More from Darin Olien: Website: darinolien.com Instagram: @darinolien Book: Fatal Conveniences Platform & Products: superlife.com New Show: Roadmap to Happiness Key Takeaway "You already have an ancient cardiovascular survival mechanism built into your body. Breath holding can trigger measurable changes in heart rate, blood flow, oxygen availability, and the body's response to hypoxic stress—and with training, that response appears capable of adapting. The goal isn't to treat breath holding like a miracle hack. It's to recognize it as another powerful physiological tool that may become even more effective when intelligently combined with movement and training. Bibliography/Sources Hypoxic Training & Cardiovascular Adaptation Bosco, G., et al. (2021). Effect of apnea-induced hypoxia on cardiovascular adaptation and circulating biomarkers of oxidative stress in elite breath-hold divers. Frontiers in Physiology . https://pmc.ncbi.nlm.nih.gov/articles/PMC8458773/ Combined training in hypoxic environments improves cardiometabolic health in older adults: A systematic review and meta-analysis of randomized controlled trials. (2025). Frontiers in Medicine . https://www.frontiersin.org/journals/medicine/articles/10.3389/fmed.2025.1728637/full Costalat, G., et al. (2021). Physiology, pathophysiology and (mal)adaptations to chronic apnoeic training: A state-of-the-art review. European Journal of Applied Physiology, 121, 2669–2685 . https://link.springer.com/article/10.1007/s00421-021-04664-x Palada, I., Bakovic, D., Valic, Z., et al. (2007). Cardiovascular regulation during apnea in elite divers. Hypertension, 50(2) . https://www.ahajournals.org/doi/10.1161/hypertensionaha.108.127530 Patrizio, I., et al. (2021). Cardiac hypoxic resistance and decreasing lactate during maximum apnea in elite breath-hold divers. Scientific Reports, 11, 3676 . https://www.nature.com/articles/s41598-021-81797-1 The Mammalian Dive Reflex & Genetic Adaptations Ilardo, M. A., Moltke, I., Korneliussen, T. S., et al. (2018). Physiological and genetic adaptations to diving in sea nomads. Cell, 173(3), 569–580 . https://news.berkeley.edu/2018/04/19/enlarged-spleen-key-to-diving-endurance-of-sea-nomads/ Schagatay, E. (2000). Studies on trained apnea divers' amplification of the diving response. Mid Sweden University . https://freedivecafe.com/2019/06/04/42-transcript-erika-schagatay-the-science-of-freediving/ Speck, D. F., & Bruce, D. S. (1978). Effects of varying thermal and apneic conditions on the human diving reflex. Undersea Biomedical Research . https://www.scientificamerican.com/article/breath-holding-dive-reflex-extends/ Inspiratory Muscle Strength Training (IMST) Craighead, D. H., Heinbockel, T. C., Freeberg, K. A., et al. (2021). Time-efficient inspiratory muscle strength training lowers blood pressure and improves endothelial function, NO bioavailability, and oxidative stress in midlife/older adults with above-normal blood pressure. Journal of the American Heart Association, 10(13) . https://www.ahajournals.org/doi/10.1161/JAHA.121.022203

Subscribe today for ad-free listening, early access, and all of our bonus content. Myanmar is not a country. It is a place of endless violence and ethnic strife, with its 50 million people trapped in another civil war, now in its fifth year, with no end in sight. Since its independence from Great Britain after the Second World War, Burma (now Myanmar) has been ruled mostly by military juntas. Every generation or so, a better future has seemed possible, but democracy and economic prosperity have never been allowed to blossom. Our guest is historian Maitrii Aung-Thwin, who teaches Myanmar and Southeast Asian history at the National University of Singapore. He is the co-author of A History of Myanmar Since Ancient Times. Further reading: The War Forgotten by the World is an Apocalypse Now (New York Times) Subscribe today to support our important work! Subscriptions begin at only $5 per month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where does innovation in Southeast Asia actually start? Not in a lab. In this compilation from the BRAVE archive: a lock that took eleven hours to install, a Peter Thiel put-down at Harvard, and customers using a real estate website to sell food. Anthony Chow built Igloo's first smart lock from parts bought in China, watched the first shipments fail, then invented an offline PIN lock (Google Authenticator, but for doors) because vacation rentals have no Wi-Fi. That invention won the Airbnb partnership and now runs more than half of Australia's tennis courts, fully unmanned.  Kelvin Teo heard Peter Thiel tell a Harvard room that Asia doesn't need innovation, just execution ("annoying, but factually accurate") and turned it into the method behind Funding Societies, which underwrites SMEs by asking for more documents than the banks, because its real competitor is the money lender charging 48% a year.  Dennis Velasco burned $150K on a broken real estate market before his users showed him the pivot, launched Prosperna three months before the 2020 lockdown, and argues that none of it counts until small businesses trust you to stay. Watch the full episodes: E676 Anthony Chow, Co-Founder & CEO of Igloo https://www.youtube.com/watch?v=rU1-wIvarVk  E678 Kelvin Teo, Co-Founder & Group CEO of Funding Societies | Modalku https://www.youtube.com/watch?v=Ob9Wq9DMpko  E692 Dennis Velasco, Founder & CEO of Prosperna https://www.youtube.com/watch?v=xVw0B8m3eN4  Watch, listen or read the full insight at https://www.bravesea.com/blog/innovation-playbook  BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #Innovation #SoutheastAsia #Startups #Singapore #Philippines #Indonesia #Malaysia #Vietnam #TechPodcast #Fintech #Proptech #Ecommerce #SmartLock #SME #MSME #VentureCapital #Founders #SEAstartups #Entrepreneurship 00:00 Intro 00:25 Anthony Chow: the lock that took 11 hours to install 06:20 Kelvin Teo: "Asia doesn't need innovation" becomes a playbook 11:01 Dennis Velasco: the customers showed us the pivot 15:23 Kelvin Teo: more documents than the banks 20:50 Dennis Velasco: the trust factor gap 23:37 Anthony Chow: half of Australia's tennis courts, unmanned 27:03 Outro

If China controls maritime East Asia, what would that mean for Taiwan, the Philippines, Japan, global trade, and U.S. security?In Episode 163, Ray Powell and Jim Carouso speak with retired U.S. Navy Captain Brent Sadler, a career submariner, former U.S. defense attaché in Malaysia, Heritage Foundation Senior Fellow and author of two books: U.S. Naval Power in the 21st Century and Naval Power in Action: Seizing the Initiative in the New Cold War with China.Sadler's answer is blunt: China is exercising growing control over maritime East Asia, as Beijing has spent decades building the military, commercial, and political leverage to do exactly that. He says this is not just a question of aircraft carriers, missiles, and hull counts, but also about China's strategic commercial footprint in ports, shipping and repair infrastructure, distant-water fishing fleets, maritime militia, and the China Coast Guard.Ray and Jim ask what it means that China's coast guard vessels are operating east of Taiwan. Are these deployments preparation for a possible blockade? Why are fishing fleets moving in organized formations? And how could Beijing use gray-zone coercion to change the status quo before anyone agrees that a crisis has begun?The conversation also examines the recent China-Russia naval exercises and potential for submarine technology transfer, Russian pressure on Japan around the Kuril Islands, and Beijing's efforts to turn even limited naval interactions with countries such as Indonesia into political and propaganda victories. Sadler explains why Southeast Asian leaders' rhetoric must be weighed against what matters on the water: maritime rights, military exercises, commercial ties, and freedom of navigation.Finally, Sadler assesses the military balance approaching the much-discussed 2027 window of war concerns, China's Taiwan contingency preparations, gaps in America's carrier presence in the Indo-Pacific, U.S. shipbuilding deficits, the future of unmanned vessels, and what Ukraine's drone war may mean for Taiwan and regional partners.Sadler's larger warning is that maritime control is no longer just a contest of fleets, but a contest of coercion, commerce, access, and political will; one in which Beijing can test regional governments, reshape behavior below the threshold of war, and learn whether America and its allies will respond before temporary pressure becomes a permanent advantage.Follow Brent Sadler at the Heritage Foundation, on LinkedIn or on X, @brentdsadlerFollow us on X, @IndoPacPodcast, LinkedIn or FacebookFollow Ray on X, @GordianKnotRay, or LinkedInFollow Jim on LinkedInSponsored by BowerGroupAsia

As China and the US vie for power, Southeast Asian countries look to diversify, and that includes new and strengthened ties with New Zealand As the great superpowers battle for supremacy, power dynamics in Southeast Asia are shifting - and for New Zealand, that means strengthened partnerships with countries across the SEA regionFind The Detail on Newsroom or RNZGo to this episode on rnz.co.nz for more details

"Tourists are now viewed as a source of taxation revenue. It's increasingly hard to raise taxes on your own citizens, but if you have 30+ million tourists each year, that's a lot of potential tax you can raise." This week, Gary and Hannah discuss the multiple challenges Thailand faces in increasing its proposed tourism tax, from THB300 to THB450 - and collecting it. Meanwhile, Vietnam's stellar tourism run continues with a raft of upcoming initiatives and an eye-watering new inbound tourism target. As South East Asian nations have become accustomed to welcoming more Russian tourists, what about travel in the reverse direction? Russia's tourism authorities are targeting tourists from the region to bolster its visitor economy. Plus, we tackle the latest airline route rationalisations and service cutbacks attributed to the Iran War fuel crisis, and a new tourism budget row in the Philippines. Finally, we look at how Vietnam (digital heritage passport) and Indonesia (premium tourism) are introducing new thinking into their domestic travel economy planning. All this and much more.

Explore APSC's My Family Audio Series A story-driven 3-part audio project about Cambodian, Hmong, Laotian, Vietnamese, and other Southeast Asian families doing everything possible to breathe with ease and live freely besides the people we love.  Created by the Asian Prisoner Support Committee and APEX Express, and hosted by writer and activist Michelle MiJung Kim, My Family seeks to answer many of the questions countless families in our communities are grappling with today. Mass deportation and family separation are fueled by isolation and silence. With My Family, we aim to dismantle both with stories full of heart, compassion, and an honest look at the tangled paths many of us take to reckon with the past, rebuild our lives, and make a new place home.  Our deep gratitude extends to all the community members who shared their stories with us, even while painful to recount. Their commitment to creating stronger, more informed communities is unparalleled.    My Family Ep. 1: How did we get here?  In our first episode, we talk to Roger Viet Chung to bring APSC's longstanding Restoring Our Original True Selves (ROOTS) program from inside San Quentin to listeners outside. Roger is faculty in the Department of Ethnic Studies at Laney College and a founder and faculty lead of Restoring our Communities (ROC), Laney College's program for formerly incarcerated students and justice involved juveniles. He previously served as the lead instructor and curriculum designers of ROOTS.  We also speak with NC, Pam, and T. NC was deported to Laos this past year. Pam was deported to Cambodia three years ago, and T was deported to Cambodia six years ago.  Music from episode 1, as well as related resources, can be found below in the show notes. If you are an impacted community member in California or have a family member who is directly impacted by detention and deportation, we encourage you to contact APSC at info@asianprisonersupport.com or our partners at New Light Wellness and the Center for Empowering Refugees and Immigrants.   Music: Somleng Tro Khmer by Satiya, a Cambodian Australia singer and songwriter Pka Kompong Thom by Satiya   Resources: My Family Episode 1 discussion guide  APSC Data Report on Incarcerated and Formerly Incarcerated Asians and Pacific Islanders Asian Law Caucus legal resources and video explainers for Southeast Asians facing deportation threats Eddy Zheng's story    Transcript Michelle MiJung Kim: [00:00:00] All across the United States, ICE, Immigration and Customs Enforcement, is terrorizing immigrant neighborhoods. Every time I scroll on social media, I see horrifying videos of children being ripped apart from their parents as they get shoved inside unmarked cars of ICE agents. You can hear the family's cries for help, children wailing, neighbors and protesters yelling at the abductors.   The scene is [00:01:00] pure chaos, swirling with desperation and fear. I notice I'm clenching my jaw as I imagine the trauma of the moment that will last a lifetime for these families. But the scene usually ends here, and not long after I scroll away, I'm met with another slew of videos of similar intensity. But what happens to the people after this painful moment?   What happens to the families after the protesters depart? What happens when their loved ones actually get detained, get deported? where do they go, and what happens to those who remain? I'm your host, Michelle MiJung Kim, and I'm partnering with the Asian Prisoner Support Committee and APEX Express to bring you stories from families who are grappling with the impossible choices amid the cruelty and horrors of mass detention and deportation, stories full of truth, understanding, and lived experiences that are too often hidden or silenced. [00:02:00]   Tony (pseudonym): Even though I don't have no family and I don't even have no family over there, and I don't even know nothing about Vietnam because I left the country when I was 10 years old.”   My dad raised all four of m- you know, me and my sibling all by himself. So just emotion and everything rush in, it's just like, you know, heartbreaking.   So every time, when my dad come to visit me, he always break down and cry because he just like, feel sad that his oldest son is gonna get shipped back to his country.   Pam (pseudonym): My son bought a car for me. He bought a car. He's like, “Mama, you're not getting deported. I got you a Honda Civic already. I got you a car. I got a place for you.” You know how, that affect me when your family member bought you stuff be thinking they'd be coming home?   Michelle MiJung Kim: [00:03:00] Every family threatened by ICE is different, with their unique traditions, memories, and inside jokes. But there are also fears and questions that every community being ripped apart shares, whether our families are Asian, Latino, Black, or Arab. For many Southeast Asians in the United States, there's one other thing in common.   Their families found refuge here in the '70s and '80s, fleeing unthinkable genocide and war in Vietnam, Cambodia, and Laos. Most have loved ones who didn't survive. The ones who made it out, around one point one million, are the largest refugee community ever resettled in the United States. Upon arriving here, families were forced into impoverished and under-resourced neighborhoods.   Parents who just lived through war and genocide never got the mental and physical healthcare they critically needed. To survive poverty and attacks in their neighborhoods and schools, some youth turned to gangs and [00:04:00] crimes. After serving their time, they've since grown up, transformed, and found their ways to heal.   They are now mentors, parents, small business owners, homeowners, just everyday neighbors who, like most of us, take their kids to school and pick up groceries and call this country home. And yet, around sixteen thousand of these Southeast Asian community members are facing imminent deportation based on convictions from years, if not decades ago, and despite the fact that they already served their sentence.   Today, California is home to the largest Southeast Asian American population, followed by Texas, Washington, and Minnesota. And these families are seeking answers. How did we get here? What can we do to keep our family safe and together? And their friends and neighbors are asking questions, too. How can this be?   What can we do? That's where these stories come [00:05:00] in. We're taking a closer look at what happens to families after the headlines pass and the blaring noise quiets down. You'll hear directly from people who are living on all sides of this nightmare, all trying to do what's best for their kids, their parents, their loved ones.   Welcome to My Family.   As some listeners may know, the Asian Prisoner Support Committee based in Oakland, California, was born out of the campaign to support the San Quentin 3, Eddy Zheng, Viet Mike Ngo, and Rico Riemedio. The San Quentin 3 advocated for ethnic studies in the California State Prison, and in retaliation, the prison administration sent them to solitary confinement.   Out of that struggle, they started the Restoring Our Original True Selves, or ROOTS program at San Quentin, which the Asian [00:06:00] Prisoner Support Committee continues today, teaching hundreds of people under the motto, ” No history, no self. Know history, know self.” Together in ROOTS, community members incarcerated in California Department of Corrections and Rehabilitation prisons, or CDCR, learn immigrant and refugee histories, address intergenerational and inherited trauma, and build lifelong leadership and community skills.   Many ROOTS alumni are now mentors and counselors in California, while others are working in reentry, violence prevention, faith, and other community organizations across the state.   To kick off our first episode, we'll start with some context from Roger Viet Chung. Roger is faculty in the Department of Ethnic Studies at Laney College in Oakland, and founder and faculty lead of Restoring Our Communities, Laney's program for formerly incarcerated students and justice-involved youth.   He has served as the lead instructor and curriculum developer of the ROOTS in San [00:07:00] Quentin.   A content warning for our listeners that in today's episode we'll be discussing war and genocide, inherited trauma and self-hatred, depression, and family separation. Here's Roger.   Roger Viet Chung: My name is Roger Viet Chung. Uh, I'm from Oakland, California, and I currently work for Laney College. At Laney College I instruct in the Department of Ethnic Studies, a range of classes that range from Southeast Asian studies all the way to courses like race, gender, and sports.   In 2013, um, I had the honor and privilege of, supporting and facilitating a course for Asian Americans and others in San Quentin State Prison, and which launched me on a, a journey of understanding more about incarceration, the prison industrial complex, abolition, the way pipelines form. And since 2013, I've been deeply involved in figuring out how to work reentry, how to support those in custody, how to help people come home, how to help people on parole tell their stories.   Um, [00:08:00] and so since 2013, uh, I've been working for a program called Restoring Our Communities, which is a reentry program at Laney College, where we support the reentry of folks coming home from prison, jail, juvenile hall and help them explore their post-secondary pathways and dreams. In addition to that, I also run our Laney College, a satellite campus inside the Alameda County Juvenile Justice Center, where, we work with, uh, young people who are interested in going to college, transferring to four-year universities, um, and, uh, reuniting with their families.   Uh, I'm a Vietnamese American. I was born in, uh, 1978 and, born in the United States, my proximity to incarceration and the entire carceral landscape you know, was pretty distant up until I went to graduate school. Uh, when I was in graduate school in, um, the early 2000s, I heard a story about a person named Eddy Zheng, who at that time was incarcerated in San Quentin State Prison.   We heard this story about how Eddy and two other folks were asking for ethnic studies programming at their [00:09:00] prison when there was a growing movement for education inside CDCR. Uh, we understood that, you know, that movement, um, you know, landed Eddy in solitary confinement, got him transferred, uh, to another prison.   And I think for me, that was my first moment where as an Asian American, I connected both with this idea that Asian Americans were doing time, but also you know, it intersected with my field of study, ethnic studies. And so, that was probably my first moment where I saw myself possibly in the work.   Michelle MiJung Kim: Before we come back to Roger, we had a chance to talk to Eddy Zheng about his fight for ethnic studies at San Quentin, the early days of APSC, and how he continues to support incarcerated and formerly incarcerated community members. Let's hear from Eddy   Eddy Zheng: Happy New Breath everyone. My name is Eddy Zheng.   The importance of ethnic studies, Asian American study, [00:10:00] is really focuses on the long tradition of the struggles, that many of the immigrants and refugees, the people who came to this country, uh, for multiple reasons, right? Some of them came voluntarily, and some of them came as refugee because the forced migration as a result of the United States' foreign policies, and then many of the push and pull challenges that came from other, uh, countries across the world.   The long tradition of, of that struggle really is a internal one, right? The internal struggle is finding a sense of belonging in a foreign country or in a country even though we may be born here sometimes, there's still this sense of being treated and being respected as an American versus a perpetual uh, foreigner.    And for many of the people who were impacted by the criminal legal system [00:11:00] and by this type of oppressive foreign policy and systemic racism oftentimes people don't necessarily get an opportunity to understand their culture and history that informs their identity. So therefore as even I was learning how to read and write and speak English and to eventually to become thinking critically I have experienced the power of when I was able to comprehend and articulate the connection that I have, right, with my ancestors and my culture and the history that informs my identity.   Immediately, I was able to, find confidence and find that sense of belonging that I was not alone, that there, there was a long lineage of the knowledge, The connected point to, not only who I am as an individual, but then who I am connected [00:12:00] to, the rest of the humanity, right?   I think when we talk about that lineage really ties back to the 1968 Third World Liberation Front, when students and people in the community, the activists that who stood up fighting for the opportunity to have curriculums and, or materials that really teaches a more well-rounded history around, the makeup of the United States of America, So the fight for the Asian American studies, women's studies, and global studies was very important, as it continue to 1969 in UC Berkeley, and then also later on in 1999, where students are also facing threats of having ethnic studies and Asian American studies eliminated, from the university curriculum, right?   So I have experienced all those lineage of struggles to fight for what the basic academic right, for people [00:13:00] to learn about each other's culture and history and how that historically has been continued to also trying to erase history. when I was in San Quentin State Prison, then once I was able to start to become a thinker, then I realized especially after September 11, the scapegoating of people of color, scapegoating of people that who came from other countries is perpetuated within the prison industrial complex, myself and three of my friends, we were advocating for, uh, the opportunity to be able to, uh, engage, in this process of, Asking to have Asian American studies or ethnic studies within the prison college program, And so that, that was when we signed a proposal, you know, advocating not only for the opportunity, to study, Asian American histories a- and cultures, but other people's culture and [00:14:00] histories at the same time, and then also honoring the prisoners' rights, right?   To choose, what we want to learn and how we participate in the decision-making process within the volunteer-ran college program in the San Quentin State Prison. The outcome was the three of my friends who signed the proposal you know, Mike Ngo Rico Riemedio we were, uh, put into solitary confinement uh, for signing that proposal.   And then my other friend that, who signed the proposal, Stephen Liebb, you know, even though he didn't go to solitary confinement, that he, but he was punished as a result of signing the proposal. That's when the forming of an unexpected Asian American movement, right, in the Bay Area, which is the Asian Prisoner Support Committee, where volunteers and activists that who have heard of the struggles, of the activism inside San Quentin advocas- in advocacy for Asian American studies, ethnic studies, and prisoners rights, that they [00:15:00] came together to support us, you know, inside the prison system.   And so it's very interesting in that, the dynamic, uh, between, we want you to, uh, learn and we wanna give you opportunity to learn, but then learning and applying what you learn comes at a price, that's where the importance of why ethnic studies of Asian Americans are important because it allow us to gain power, right? when we gain power of thinking, and critical thinking, then there's this fear from the, the people that, who have power and don't wanna share that power.   And so that's why it's very important. So fast-forward to post-incarceration after… first of all, I spent 11 months, uh, in solitary confinement as a result of that advocacy in San Quentin. And then later on, uh, when I was finally released after, uh, being incarcerated for 21 years, [00:16:00] I've never forgotten the importance of, creating more learning opportunities within the prison system for those that who are still incarcerated.   Around 2012, that's when we, you we meaning that, you know, that's when I me and members of the Asian Prisoner Support Committee, we started thinking about how do we go inside the prison and create Asian American studies and ethnic studies program inside, We were able to went under you know, as volunteers, we were able to go into San Quentin State Prison to participate, uh, in in this program called, TRUST. I believe the acronym is, uh, Teaching Responsibility Utilizing Sociological Training, uh, which is designed to transform incarcerated men, uh, from social liabilities into assets, right?   So, Uh, while we were participating, we were able to get an opportunity to engage The participants who are [00:17:00] AAPIs to ask them if they are interested into creating a program where we're able to, learn about our culture and history, And they all agreed that it's important.   After about, like, almost like a year or more of kind of like a collaboration, brainstorming, and advocacy from within the prison, finally in 2013, I think that's when, we started the first cohort of the ROOTS program. The ROOTS acronym is Restoring Our Original True Selves, uh, which is, really came about as a result of the brainstorming of the prisoners, a lo- of many of the lifetime prisoners who were inside.    Because they felt that along the way they have lost themselves, right, as they were trying to find a sense of belonging.   So the goal is to, uh, use that as a way to heal intergenerational trauma that many of the prisoners experience when they came to the United States, and that ended up, making poor choices and then, [00:18:00] uh, involved in the criminal legal system.   that's when the first ROOTS program was started in 20, uh, 13. And then what is interesting was that when it started, I wasn't allowed to go in to participate in the program that I co-founded with the people inside, it wasn't, uh- Until the graduation of the first cohort of ROOTS, uh, that they allow me to go in to do a keynote speech, right? Because the participants inside, advocated saying that, “Hey, we would like Eddy to come in to be our keynote speaker at our graduation.”   And so that's when I was able to go in and really, experience this fruition of all the advocacy. seeing many of those leaders and participants graduating from the first year of the ROOTS program really solidified why an Asian American study is so important, right? It really focuses on, uh, for the participant to [00:19:00] learn about the connection the, to the ancestors and the culture and, and the history.   I mean, That sense of belonging they had lost along the way or for many was not able to learn in traditional economic environment, and then part of this is also even though the curriculum focused Asian American studies, but then it also connects to other people's colors of histories and how the intersection of that of that experience domestically, internationally, are connected to the same systems of oppression in, in that space.   I think what, what is also important is that once they were able to learn about their own culture and history, they inform their identity. They're able to also learn about other people's history, other people's culture that inform their identities. So immediately there's opportunity to, humanize each other And so that's why this is so important that we must engage in the collective learning [00:20:00] process that allow us the opportunity for collective healing. And when the collective learning, collective healing is invested and engaged in racial solidarity, that's how we can embark on this journey of collective liberation.   The ROOTS program is the first ever Asian American studies ethnic studies program in the history of the penal system, and then this continues on to today, right? since 2013.   Michelle MiJung Kim: That was Eddy Zheng. In 2017, Eddy founded the New Breath Foundation to help underserved frontline groups empower, heal, and change the lives of Asian, Native Hawaiian, and Pacific Islander community members with a focus on the incarcerated, formerly incarcerated, and those who have been impacted by immigration and criminal legal [00:21:00] systems.   Let's return to Roger and what stood out to him when he first started working in San Quentin.   Roger Viet Chung: I think when I first went into San Quentin State Prison in 2013, um, again, I mentioned I was born in 1978, and, um, you know, I looked across the room to people who were around my age, um, none of whom were actually born in the United States. And so I think there's this really interesting question that needs to be pursued around Southeast Asians, Asian Americans that have immigrated at a young age, you know, largely through, the pathways of war that make that experience so much different than a, an experience like my own, right?   Born here in the United States, but also different than my parents, who immigrated to the United States as adults. And so the 1.5 generation as we will frame it today, we're gonna be talking about Asian Americans, Southeast Asians, refugees, immigrants that came to the United States at a, a young age, you know, all the way up until their adolescence. We're looking at a population that has had significant experience with [00:22:00] social institutions like schools, uh, elementary schools, middle schools, and high schools that their parents may not have.   This was a time in California where we began to see more prisons being built, more apparatuses designed to be able to figure out how to work with young people, mainly through the lens of punishment and deterrence.   And so I think the idea of coming into, a state like California during a political landscape where, punishment, prisons and tough on crime positions were being applied to both adults and young people is something to consider when we're thinking about the 1.5 generation, um, that has been incarcerated.   I think that as the 1.5 generation immigrated into the United States you know, through various refugee and immigration policies, you know, they're inheriting a context in California where they've already been criminalized and their pathways into, uh, juvenile halls, into county jails, and into state prisons are being mapped out, without them really even knowing.   In [00:23:00] ROOTS, um, which was an Asian Prisoner Support Committee sponsored program, everyone has an, a unique and individual story, but, you know, the more we learned about people's stories, there just seemed to be a lot of collective threads that, tied everyone together. so if we were to talk about the 1.5 generation, you know, like a common collective journey would be something like this, right?   You know, whether a person escaped from Vietnam, Cambodia or Laos a lot of the common stories were, young people were born in Southeast Asia during or at the tail end of the wars in Southeast Asia, and most of them were not part of the original refugee exodus, which mainly featured, the elite and the educated.   And so one of the collective stories has been that a lot of the 1.5 generation, who would have otherwise left at much younger ages or even been born in the United States were experiencing significant transitions in countries that, were returning from civil [00:24:00] war. a lot of that destruction and a lot of the, the trauma and those experiences, right, began right around there.   And when people began thinking about, exiting, these positions, whether it be for political or, or class-based reasons or both, one of the collective stories that we tended to hear very often was that young people were really able to visualize, remember, right, even today, a lot of violence, a lot of trauma, that, you know, really propelled their, either their escape or, their emigration Young people met, went to camps oftentimes.   If they left Vietnam, they were in the Philippines, Malaysia, Hong Kong or Thailand. And if, you left Cambodia or you left Laos, you ended up in a variety of different forms of camps in Thailand awaiting for United Nations sponsorship. I think this is an important part of understanding the journey, because a lot of the one point five generation that became incarcerated were exposed to a variety of different traumas at [00:25:00] young ages that they still had kind of these vivid memories of.   And so as they, they left camps, you know, many stayed in camps for months, some even years. They were resettled into the United States, often in places that didn't have a lot of Asian Americans. And so at the time, United States refugee policy really asked all the states to share, right, some sort of, right, burden in resettling refugees.   And so a lot of the one point five generation that we met inside San Quentin, you know, their story in the United States didn't actually originate in California. Many of them were in Wisconsin or Ohio or Florida or Arkansas as their first stop into the United States before their parents did a secondary migration into a place that had more support, had a stronger ethnic community, um, and in some cases, right, just had, more protection against racial discrimination.   And so as parents, moved into ethnic communities and, and sought spaces that could protect themselves from racial [00:26:00] discrimination, the young students, right, the one point five generation didn't have, those same protections. And so many of them were enrolled into public schools, oftentimes schools that were underfunded and oftentimes schools that, uh, were in districts that had young people of color competing for resources.   When it came to that, that 1.5 generation, that journey into United States schools, was, I think, the beginning of understanding how to survive in a place where, a unique form of racial discrimination, a unique form, right, of class identity had to be navigated as they began their journeys in education, a lot of them feeling a lot of pressure to be, strong students in order to, you know, deliver their parents out of poverty. A lot of themes came up. One of the approaches that we took in the ROOTS program was looking at trauma.   We're not the first program to look at this, but I, I do think that it's a very important and interesting way to think about, [00:27:00] understanding the stories of people who are incarcerated. You know, oftentimes the, the narrative of people who are incarcerated is that they have committed an act that has traumatized another person, and therefore, right, their own trauma is something that we often either don't allow, ignore, or outright say, right?   “You don't deserve your own trauma because of the things that landed you in custody.” And so I think one of the projects that we really wanted to look at was to help people kind of, like, name their trauma, explore it, and, right, heal from it. And so when we thought about, the activities and the curriculum design, you know, we had people kind of, share stories of immigration, share stories of how, their parents came to name them, stuff like that.   And, you know, one humongous theme that came out in the ROOTS program was this idea of self-hatred and how much being in, right, the United States and being in places where you experience discrimination and you experience poverty led to really, really low concepts of [00:28:00] self and, , really resulted in, people, literally writing, right, reflections, saying things like, “I hated myself.   I hated how I looked,” right? “I hated my name.” Those are some of the themes that kind of were fleshed out as we explored the ROOTS program. And we wanted to take a look at, How that trauma not only would h-help people kind of understand their own trajectories more, but how that trauma could also be translated into, right, a more institutional form of advocacy for themselves and understanding how to do things like describe and explain, right, and be introspective about the things in their youth that led to, right, their incarceration.   Because one of the things we also noticed was that people were struggling to tell stories about their families because they didn't wanna bring shame, they didn't want to blame their families. And so, a lot of our 1.5 generation folks struggled with being able to tell a story to a parole board that kind of held their freedom in their hands.   And so being [00:29:00] able to have people tell their stories, right, to engage, right, some of the things that they experienced as traumatic, help them heal from those things, but also name them, , through ethnic studies concepts, through, history and through culture, was in a lot of ways, very freeing.   I think I'd be remiss to not mention that, you know, when we did programming inside ROOTS, there was a very, very, I think collective agreed upon, workshop that people inside wanted to do, and it was a workshop about gangs. Not just the criminalization of gangs and how gangs have become criminalized into the '90s, into the 2000s, but I think, incarcerated people, were really advocating around things like gang prevention. And so a lot of stories came out around, like, why people join gangs in the first place and, , it's not a brand-new story at all, but it was something that they wanted to explore and they were really, I think, very adamant about exploring among themselves.   And, you know, I think if you talk to incarcerated people, one of the things that they're so passionate about is [00:30:00] making sure their stories reach young people, which has also inspired me to go into juvenile hall to do a lot of work. But, one of the things that they wanted to develop, I think conceptually, was the idea of the migration to school-to-gang pipeline.   And, you know, whether or not the gang itself, should be conceptualized as, right, a protective, mechanism against racism, against bullying, against harassment, against exploitation. I mean, those are all things that we know, young people are looking for, as they join gangs, especially those that are immigrating from Southeast Asia or even, right, Latin America.   I think the folks inside were really, really adamant about making that connection and understanding that, not only their participation in gangs, but the criminalization of the gangs through that participation was one of the pathways that led them to places like juvenile hall, the California Youth Authority, the Division of Juvenile Justice.   I think the folks inside would, um, say that they need to be accountable to you know, the decisions that [00:31:00] they made and they wish that they were stronger about not making decisions to do things like join, criminal-based organizations. But, I think that there is a reality that, you know, there are a lot of social forces that, drove, that type of youth behavior.   And so, when we were in San Quentin, I think a lot of the folks were like, we need to improve this idea by, you know, understanding that, part of our journey has been, as 1.5 generation young people is , our responses to our trauma, our responses to racism, our responses to, disconnects between us and our families, particularly our parents, right, led us through a path, that was laden with policies that were designed to punish us.   You know, I think something that's really important that that I would wanna mention is, you know, the apparatuses that were designed to control and to rehabilitate and to correct youth, those apparatuses have been abolished because they didn't work.   And so when I think about the 1.5 generation that immigrated to the United States during a time of [00:32:00] heavy, heavy juvenile punishment, had they immigrated today, right, and, these systems not existing, you know, would they have done a significant time in state prison? You know, I don't know.   Would they been criminally adjudicated as adults? I don't know. And so I think that when we think about, you know, Asian Americans and Southeast Asians and Pacific Islanders that are coming to the United States at a very specific time, specifically those guys we worked with in ROOTS, you know, history was just not on their side, and that's not something that individuals can control.   And so when we think about the situations that we're put in, I reflect on my own life about, you know, looking at people that look like me that were the same age as me and, just weren't born in the United States and had privileges like I did. You know, I think those are some of the things that, I would ask the community to reflect upon.   That, you know, we're looking at, such a traumatic and punished time in California and U.S. history to really kind of take, a broader approach and to be able to, you know, deconstruct some of the things that have happened to help understand the lives of people who, you know, are in ICE detention today   Michelle MiJung Kim: [00:33:00] That was Roger Viet Chung, faculty in Laney College's Department of Ethnic Studies and founder of Restoring Our Communities. This is APEX Express. We'll return after a short break. [00:34:00]   NC (pseudonym): We were refugees. It was because of the, the war, the secret war in Laos, I guess.   Michelle MiJung Kim: This is NC. He grew up in California after his parents' harrowing escape from war and persecution in Laos. He was incarcerated for 24 years as a result of a conviction when he was a young person. He earned parole last year in [00:35:00] 2025.   NC (pseudonym): You know, I don't know for sure, but I'm just going off what people say and what they tell me is because- we were refugees, and we were hunted, and, so we fled, and crossed the river into Thailand.   And from Thailand we were, um, we were sent to the US. That's it.   When my, when I came here, my dad says, ” Well, you gotta learn everything here, know the language and everything, because this is your country now.   You're gonna live here.” So that's, that's what he told me.   Things were tough because my parents don't know nothing about this country, so they don't, You know, it's help was very, I would say, I think the best word I can use is help was very narrow, because we had, like, an…   I had, like, an uncle who knew the language, and they would help my, dad and my mom. And then, um, my dad actually went to a vocational training school to learn how to do auto body, This was in when we were in, in Long Beach, but they [00:36:00] came over to, uh, Stockton to open up a, um, garage, you to fix cars and do auto body. Growing up it was just hard because, you know, we were, uh, always poor and we didn't know how to adjust to the c- you know, the community.   America is, like, totally different, 'cause we go to school and then we read, write, speak English, and then we don't, we don't do none of that inside the house. So there's kind of that culture clash where, you know, the parents wanna teach you something and then you go to school and you learn something else, and then you're s- you struggle with your, um, you know, everyday life because, those are two different things   I was basically working while I was in prison, taking a lot of self-help classes and, um, earning certifications and trying to better myself, um, learning job skills. So when I, parole, I can, become a productive member of society. So while I was in, also incarcerated, I was taking college courses, to try to, attain a [00:37:00] AA degree.   So I was doing a lot of that stuff while I was in prison programming. My plan was… when I got out, as far as for work I would just like any job will do, just as long as I got work, any job will do.   But the goal was to continue my education, get my, uh, degree in, um, sociology, try to to open up a, a place and to be, um, LCSW certified, a licensed clinical social worker so I can help people, just like how, um, when I was, um, incarcerated, I was talking to, um, an LCSW so they can like, help you when you get back from this environment to the streets to help you adjust. First of all, it's helping people, and a lot of people, when you come out and get out, there's really nothing, like nobody's… the way I see it is, like- I don't see a lot of help, you know?   I don't see a lot of help or any [00:38:00] help, in my community that I'm at. I figured that, you know what? More help or help is always good, and a lot of times people… While, while I was in, um, incarcerated, you know, incarceration does affect you, it, in a way, institutionalizes you and makes you think a certain way, act a certain way, be a certain way, and when you come out, you have to, like, try to adjust to, you know, the norms of, outside living.   When I was talking to my, um, social worker, she was giving me a lot of those pointers. So I was thinking, like, “Okay, you know what? This is something I could do.” I could help, you know, like, a youth who's been incarcerated or young people coming out or anybody of any ages from anywhere that has, um, cultural issues, You know, like, if they're coming from a different country and they're, they're coming to the US and they're having, like, cultural issues. it's just about transitioning from one place to another place.” when I paroled from prison and they told me that, I have a ICE hold, an immigration hold. And [00:39:00] then I wasn't sure, like, what that was, if it's happening or not. And then when they paroled me, uh, immigration came and picked me up and took me to a detention facility.    ICE came and picked me up at the prison and, um, I went to a detention facility in Bakersfield called Mesa Verde   Michelle MiJung Kim: We're gonna come back to NC and what he experienced at Mesa Verde on the next episode, and what happened after he was deported to Laos just four months ago. Right now, I want to introduce you to another community member, Pam. Pam also grew up in California. She was incarcerated for 16 years. Three years ago, she was detained by ICE and then deported to Cambodia   Pam (pseudonym): [00:40:00] So I'm gonna start it off when the day I find out that, um, I probably get deported in 2000… yeah, 2012. ICE came and see me, and they say, ” Well, we got you on record that, you know, you're on a list that you're gonna get deported when you parole.” So if I have any kind, like American citizen to prove that, you know, I can't parole, and this and that.   I was like, “Okay.” I really didn't pay attention. My mind was more like stuck. On that day, my mind was more like, “Wait, my attorney told me I'm not ever gonna get deported,” and it just, my mind is like wondering off, like, why is this happening now? So other than that, I started doing research. I just signed the paper.   I didn't even hear exactly what they told me because I, my mind's already like blow. So I just signed the paper. Didn't even know what I'm signing, so I just signed the paper like so they can leave me alone. I just [00:41:00] need to process something on my own.   When I finally process, I start doing research and…   But before I start doing research, I call my parent up and told them, “What's gonna happen?” And they, you know, and my parents tell me, “Just tell them you don't have a family over there. There's nobody over there that could support you, take care of you. You've been, uh, here in America all your life. There's nobody.   Nobody. So why they came and… why did someone send it to you, send you over there, and since you already did your time?” So it's some kinda- mixed feeling. It's a lot of mixed feeling as I can see there's a lot of hurt inside my family. I can see what they go through, and then I was like, “Okay, now just too much.”   So after I talk to my parent and then see how they feel about it, and I understand, and I do feel them, too.   And I do understand, and, um, ‘ cause I've never been really separate from my family that long until I got [00:42:00] locked up. So it's harder difficulty than anything. I don't even move away from my mom that far.   I live across the street. So it's hard for me to see that, I'm really, like, can't see my mom ever again. I started doing research for years and years and still, hoping that I could fight and why I'm in prison, but people keep on telling me, “You can't fight your case until you get through, um, the ICE detainer, and that's how you fight your case.”   And it's like, eh, I need to find a… You know, I started doing more research on the law library about ICE and, you know, about deportation, everything about the law. I did all that, but it's nothing that really helped me unless it's something against my life. So and I did more research about, like anything They say the only way you could get away from it is, like, something affects your life, something that danger you. It's like, it mean life or death. [00:43:00] But I even do research on that. They say if they stop the war in Cambodian… So it was hard. It was just a lot. It was just a lot of paperwork that I would have to go through and try to do the research and find out.   So I started talking to more about with my family about that, and then my dad say, “You know, I can see this is really stressing you out, and I can see that you're looking through a lot of stuff that don't help you to get out. But we still have hope that you're gonna come home to us.”   Michelle MiJung Kim:  Every person who shared their story with us talked about the family members and friends who supported them through these traumatic experiences, those who have stood with them in the darkest of times. Those relationships are what keeps people going, and it's no different for the person you're about to hear from, T.   T served his time in prison many years ago. After he got out of prison, he led a [00:44:00] full life. He got married, became a father, and grew in his career as a superintendent of a welding business, including jobs for the US Navy. And then one day, everything changed.   T (pseudonym): You know, I, I'd been reporting, uh, as scheduled, to the, you know, the ICE agent e- every, you know, I start out once a month, once every three months, once every six months, once every year.   And I, I, I've been reporting perfectly how they want. And then one day, you know, I, I came home and I went look at, check my mail and, there's a, a mail from them. So I opened the mail up and it tells me, the mail tells me they're gonna detain me. They give me a date to be there, and they say they're gonna detain me.   You know, I, and my, my heart just sank, you know. When I saw that letter- Mm … I'm like, “Oh my God.” And you know, I, I, it broke me down right there, standing over there by the mailbox. And then I told my wife and, , we [00:45:00] both, sat and, you know, did a little, a little crying.   And it's just like depressed knowing that they can, uh, detain me, that scheduled date that they gave me, yeah, it, it, it was tough. It's like a, a little… I think they gave us like a, a month or something. No, three weeks, half a month, something like that. it, it, it was tough 'cause I, I, me, me and my wife and my two daughter we, you know, we have family.   They, they okay, you know. yeah, I, I've checked in and, uh, they, they, they did detain me and, uh, of course my wife's all crying and, you know, my daughter, my, both my daughters young at that time. They're still young. They don't know what, what happened, you know. They asked my wife, “Hey, where's Dad?”   And you know, my, my wife didn't tell them what happened yet because they didn't, my wife didn't want them to, you know, worry. So my wife just told them, “Oh, you know, uh, your dad went to work. Maybe he'll be gone maybe a month or so.” She just don't want them to feel bad.   But yeah, my wife went through some stuff and trying to figure things out while I was in the detention center. and uh, [00:46:00] yeah, I got interview and got deported. and my wife, she was struggling at that time. She didn't work either because she's the, you know, she stayed home as a housewife, take the kids to school and stuff like that.   Michelle MiJung Kim: T's wife and daughter are now with him in Cambodia. He's currently serving as a staff member at New Light Wellness in Phnom Penh providing mental health and healing services to other people and families who are deported and separated   T (pseudonym): Yes. To me it's very important, to have someone to talk to 'cause when you're deported, uh, you, you already broken. you feel like you're a broken person, and, and sometime you don't know who to talk to because you're at a new, new place.   You don't really know no one, you know? And, uh, it, it, it's heartbreaking you trying to, uh, find someone to talk to. You, you feel like you're alone.   But at New Light, [00:47:00] we provide all that. You need someone to talk to, here. We, we, here you could pick one of our team here to talk to. You can go to the facility that we have over there and just talk to someone and just relax over there and just, you know, we, we have, always have someone there to help, talk about anything you want, to guide to bring closure, that, that's the thing, uh, about our team here.   We wanna make sure we have all that, everything Cause we understand, we understand, uh, being deported need someone to talk to, because that's what I, I did when, uh, the first couple years when I got deported here and I, I was so stressed out, and I don't know who to turn to, where to go.   Luckily, I found New Light, and I'm so glad, and I'm still with them now.   Deportation to me, I feel it is very cruel. It breaks families apart, and then it'll change the life and future of, your children. You know, it, it… Deportation, it, it's just a sad [00:48:00] word, it's just a sad word. It, it's just… It's like pain. It's a lot of pain, that word deportation.   It's a lot of pain. I mean, I, I… It, it's just… To me, it's just a lot of pain. It is just getting ripped off from your family, and affect everyone. It affect, you know, your brother and sister, your cousin, your niece, your nephew. You know, that's how, that's how I, I sees it,   Roger Viet Chung: Yeah, I think it's, um You know, I, I think it's important to, understand that, um, you know, deportation, isn't something that existed, since 1776, right?   Michelle MiJung Kim: That familiar voice is Roger, who you heard from earlier. Here's what he thinks about previously incarcerated people getting deported despite having already served their time.   Roger Viet Chung: And so I think when we kinda think about the logics of a [00:49:00] person who is serving a sentence and is being released by even authorities around in the carceral state and determining that they're not a threat to society, that they're no longer harmful to society, that they've done their rehabilitation in order to continue to contribute to, right, the nation and to their families and their communities, I think we have a very contradictory message where, you know, you actually have, a, a carceral apparatus naming a person as no longer a harm to society, but then, right, being deported.   And so when we think about these stories and, you know, I remember talking to a life term prisoner who has children who were born in the United States. And, he's going up to the parole board, and he has, an ICE hold. He has, you know, a mandatory deportation because of his conviction. He's asking the questions to himself, you know, “What do I do? do I fight to be released from prison? If that's the case, I might get taken to ICE custody right away and, [00:50:00] get my travel documents prepared to be deported. Or do I stay in prison so that my family can continue to see me in the United States, right?   And maybe, I don't do the types of things that are gonna win me my freedom in front of a parole board.” And I think those are the types of contradictions in the stories that I think illuminate the contradictions and, right, like, the problems with the way that we approach, deportation today.   There's, the idea of deportation, we often, I think because it's related to law, oftentimes, right, you know, our communities, see that as an objective or neutral phenomenon, that's always been that way. And so I think, when we try to get folks to kinda understand the ways that deportation and, you know, immigration policy, has been shaped, one of the things that I'll ask students, I remember being inside San Quentin, and I, I ask this of my Laney students all the time, you know, I ask them, “When was Immigration and Customs Enforcement founded?”, “What year was like the birth of what we understand now as ICE?” And, [00:51:00] students will guess, they'll guess, they'll guess, and maybe they'll look it up online, and they'll say, ” Oh, Roger, it's 2001.” Then I'll ask people, “Who's older, you or ICE?”   And most of the time, the people that I ask are older than ICE. And so I think one of the ways that we kind of approach this is, you know, by understanding that what's happening now is a, a very new and contemporary phenomenon immigration in its most brutal form, right? Or deportation in its most brutal form.   And I ask people, right, you know, “What was ICE called before it was called ICE?” There was an, a, an organization that existed before. And, you know, people will struggle a little bit, and then, you know, I'll say the initials, uh, INS. And then people will say, “What does that stand for?” INS stands for, uh, Immigration Naturalization Services.   And so you have this really significant institutional difference, just in the name itself around how a migrant is being treated and perceived. Right? On the one hand, right, you have enforcement through [00:52:00] ICE. But for the most part, right, immigration policy in the United States was not ICE. It was Naturalization Services, right?   It was about welcoming people to come to the United States, contribute, be taxpayers, right? And, become citizens, become naturalized. And so I think that's one of the ways that we begin thinking about how to deconstruct the idea that deportation is just a matter of law, it's a neutral idea, and that it's always existed in the form that it has.   And, you know, we know that the law that really is driving Asian American deportation or a- and other immigrant-based deportation today is a law that was designed in 1996. And so- The way that we see, right, immigration today is really kind of like a parcel, a very small piece of immigration history and deportation history for that matter in the United States.   And I think that's one way that I think helps people understand that you know, what we're seeing now is, a phenomenon that doesn't have to be what it is.   I'm lucky enough to be able to be [00:53:00] part of a post-secondary system that is, you know, one of the largest in the world and one of the most welcoming in the world.   I feel like part of my passion or my drive to keep going is I feel like there are some things that are still very much unexplored around this concept of re-entry. When I was in juvenile hall a couple of years ago, I met a young person who told me that he didn't have a good relationship with his dad.   His dad wasn't in his life. His dad has been in and out of prison and learned mostly about his dad through his sister, but began reconnecting with him a little bit. this young person had, a pretty significant conviction inside the juvenile hall which, like I mentioned earlier, which had it happened 10, 15 years ago, he would be in the California Youth Authority.   And, you know, he was telling me about his dad and, you know, there were so many things that felt like I knew him. He told me the job that his dad had, which was a very unique job [00:54:00] that is not very common. And I wrote who I thought his dad was on a piece of paper and I showed it to him and he said, “Yes, that's my dad.”   And so his dad, came to Laney College, um, joined the machining program after years in prison and got you know, a living wage job, in the steel industry, was able to buy a home and he was able to put his daughter through graduate school. but he never mentioned a son to me. And I left the hall that day and, I called him walking to my car and I said, “Hey, like, um, I think I met your son.   I didn't know you had one.” And he said, “Yeah, that's still a shameful part of my life that I'm, still trying to figure out.” And so I, I think that there's something that we're missing still. I think, you know, when in San Quentin we talked about, intergenerational trauma and the trauma that you can inherit from your parents and your parents' parents, and I think there's something here where, you know, we, we can engage both generations at [00:55:00] once to really kind of figure out some of this healing.   I feel like there's still something that, we as a team as a family and as a community are on the verge of understanding a little bit better and breaking those cycles.   Michelle MiJung Kim: I can't stop thinking about what T said about the word deportation. It's cruel. It's a painful word. It's a sad word that rips you off from your family. Many of our listeners are here because you believe a different world is possible, one that replaces isolation with kinship, trauma with repair, and loss with transformation.   You want a future full of families together and safe. That's the kind of future we at My Family want, too. Each story we share is not only a reminder about the violent systems that harm so many communities, but it's also a reminder of how much each of us is [00:56:00] needed in this fight for a more just and liberatory future.   There is so much pain and trauma in each person's story, there's also so much strength, resilience, and a steadfast belief in community and hope. I'm taking a deep breath as I reflect on these stories, and I invite you to do the same.   And if you're impacted by mass deportation and detention, there are organizations and advocates who can help you, from mental health and wellness to legal help and family support. In Northern California, where we are based, we encourage you to reach out to the Asian Prisoner Support Committee, the Center for Empowering Refugees and Immigrants, and New Light Wellness.   You'll [00:57:00] find links to these organizations in the show notes at kpfa.org/programs/APEX-express. The music in today's program is by Cambodian Australian singer and songwriter Satiya. We'll include links to his songs in the show notes, too.   We hope you'll join us for episodes two and three of My Family, where we'll deep dive into what happens when our family and neighbors are detained, and what happens when they are forced to move to a country they've never known. Thank you for joining, and we'll see you next time on My Family.   I'm your host, Michelle Mijung Kim, and this podcast is brought to you by APEX Express and the Asian Prisoner Support Committee. APEX Express is produced by Ayame Keane-Lee, Anuj Vaidya, Isabel Li, Jalena Keane-Lee, Miko Lee, Miata Tan, Preeti Mangala Shekar and Swati Rayasam.   Have a great night.   [00:58:00]    The post APEX Express – 8.20.26 – My Family Ep. 1 appeared first on KPFA.

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/southeast-asian-studies

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/food

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

From misty mountain oolongs to the global boba boom, Taiwan's teas carry far more than flavor. They embody contested borders, evolving identities, and the complexities of nationhood. Routes of Taiwan Tea: Mobility, Borders, and Territoriality (U Washington Press, 2026) by Dr. Po-Yi Hung traces tea varieties, processing expertise, and merchants across Taiwan and Southeast Asia to reveal how a simple leaf has become a force in global politics.Drawing on decades of fieldwork and extensive archival research, Dr. Hung delves deep into the history of Taiwan's tea industry, from its roots in the Qing empire to its role in modern food nationalism. Hung shows how advocacy for Taiwanization—the movement to recover and celebrate the island's unique history and culture—occurs not only within Taiwan's food scenes but also through cross-border exchanges. Oolong cultivation in Thailand's highlands and bubble tea's rise in Vietnam demonstrate how tea acts as a nonhuman agent, fostering connections and unsettling conventional notions of sovereignty. Through these routes, tea becomes more than agriculture; it becomes an instrument of diplomacy, a marker of authenticity, and a symbol of cultural pride.Offering a fresh perspective on Taiwan's geopolitical positioning, Routes of Taiwan Tea redefines how borders are imagined and lived. It is an essential contribution to food studies, political geography, and East and Southeast Asian studies, illuminating how everyday practices like drinking tea shape global relations. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/geography Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to the Official TrikePatrol Podcast!In this episode, we sit down with Salee Lee, a talented Cambodian-Vietnamese model from Sacramento, California. She shares what it was like growing up in a traditional Southeast Asian household, the values she learned from her family, and how those experiences shaped her journey.We also dive into how Salee first entered the modeling and entertainment industry, the challenges she faced along the way, and what keeps her motivated today. From behind-the-scenes stories to her favorite parts of the job, this conversation offers a fun and honest look at her career and personal experiences.If you enjoy getting to know interesting guests and hearing unique stories from the people behind the camera, you won't want to miss this interview!

Golden Gate Ventures is one of Southeast Asia’s most established early-stage venture firms, having backed companies across the region since 2011. They have invested in companies that are now household names in the region. Examples include Gojek, which started as a motorcycle taxi service in Indonesia and grew into a super app spanning payments, food delivery, and logistics, and Grab, which began as a ride-hailing service in Singapore and similarly expanded across Southeast Asia into food delivery and financial services. Jeffrey Paine is a co-founder and partner at Golden Gate Ventures. In this episode, Jeffrey joins Gregor Vand to discuss how the Southeast Asian startup ecosystem has evolved, why the regional copycat model is giving way to globally ambitious technical founders, what companies like Manus and Supabase reveal about Singapore’s emerging role in the global tech landscape, and what advice Jeffrey gives founders today who want to build something that matters beyond their home market. Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post The Startup Scene in Southeast Asia appeared first on Software Engineering Daily.

Golden Gate Ventures is one of Southeast Asia’s most established early-stage venture firms, having backed companies across the region since 2011. They have invested in companies that are now household names in the region. Examples include Gojek, which started as a motorcycle taxi service in Indonesia and grew into a super app spanning payments, food delivery, and logistics, and Grab, which began as a ride-hailing service in Singapore and similarly expanded across Southeast Asia into food delivery and financial services. Jeffrey Paine is a co-founder and partner at Golden Gate Ventures. In this episode, Jeffrey joins Gregor Vand to discuss how the Southeast Asian startup ecosystem has evolved, why the regional copycat model is giving way to globally ambitious technical founders, what companies like Manus and Supabase reveal about Singapore’s emerging role in the global tech landscape, and what advice Jeffrey gives founders today who want to build something that matters beyond their home market. Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post The Startup Scene in Southeast Asia appeared first on Software Engineering Daily.

Red, White & Blues FC | 4:45 AM Football, a Set-Piece Guru, and a Plan to Get a New GoalkeeperChelsea are in Sydney, we are not waking up for it, and Xabi Alonso just gave us a reason to root against our own back line.Preseason is here, which means Chelsea are on the other side of the planet playing Western Sydney Wanderers at 4:45 in the morning our time. We open by loudly committing to live stream it and then immediately un-committing, which tells you most of what you need to know about how much stock we put in the Sydney Super Cup. But underneath the jokes there's actually a bit of optimism creeping in this year — a training session that looked like real coaching, a new set-piece coach who might be the best in the business, and a manager saying things a manager is supposed to say. Then there's the goalkeeper situation, where we land on a plan so stupid it might work.Australia at 4:45 AM, and Why We're Even ThereThe tour is Sydney (Western Sydney Wanderers, then Tottenham), Hong Kong, Jakarta, and Malaysia, with Juventus and AC Milan in there too, a Real Sociedad friendly at Stamford Bridge on August 15, and then the season opener away at Fulham because we are apparently never allowed a home opener. Jason's read: this is a cash grab with terrible timing, and if BlueCo would just sell the front of the shirt — four years running now — maybe we wouldn't need to be chasing the Australian and Southeast Asian markets at dawn. Daniel's more forgiving: let the boys go on tour, do some PR, build rapport with a new manager. We check the weather in all four cities like the professionals we are. We also agree that a Tottenham derby in Sydney is not a derby, because nobody out there is going to hate anybody properly.Preseason Expectations: Please Just Don't Get HurtJason's forecast is bleak and specific — one to five players will get injured, they'll be pivotal, and the transfer strategy hasn't accounted for it, because it never does. Daniel finds the silver lining: minutes for the academy lads, Levi Colwill getting his legs back, Cole Palmer maybe getting going, and Estêvão on the pitch. We're missing Caicedo, possibly Enzo, Reece James, Morgan Rogers, and Geovany Quenda, which limits what anyone can actually learn. The bar is simple: don't lose to Western Sydney Wanderers, don't lose to the side in Jakarta. Lose to Tottenham, Juventus, or Milan and fine, we're learning a new system. And if there is one prayer we're saying out loud, it's that Estêvão comes home in one piece.Austin MacPhee Is Here and He's a Glorious BastardThe genuine highlight. Chelsea have hired Austin MacPhee from Aston Villa, the Scottish set-piece specialist who also works with the Portugal national team, whose Villa side outscored every club in Europe's top five leagues from set pieces in 23/24 and finished joint-top with Arsenal in the Premier League last season — the difference being Arsenal shat their way to it and MacPhee does it properly. If this podcast has one recurring complaint over four years, it's Chelsea set pieces. We once lost our minds over a short corner under Pochettino. Hiring an actual set-piece guru, rather than another motivational coach imported to install a “winning mentality,” is the single clearest sign that somebody at the club is taking this seriously. Daniel is now on a mission to find MacPhee's Twitter, ask him his favorite scotch, and get him on the show. Austin, if you're listening: there's also Miller Lite, and you look like a Miller Lite guy.The Goalkeeper Plan (Root Against Your Own Defense)Xabi Alonso has said everything is open, every position, and per Ben Jacobs on the CFC Hub he's asked the club for time to assess the keepers in preseason before making a recommendation. Which leads Daniel to the big-brain question: shouldn't we then want to ship a load of goals in Australia? Jason is fully on board — a preseason loss tells you nothing about the club, but it tells you plenty about the goalkeeper. So, Levi and Josh, do us a solid and let a few in. Underneath the bit is a real argument we go back and forth on. Robert Sánchez is a genuinely excellent shot-stopper — 95 saves, nine clean sheets, statistically a better shot-stopper than Mike Maignan, in a harder league — and the 47 goals conceded says as much about Wesley Fofana's pace, Tosin's one-v-one defending, and Mamadou Sarr as it does about him. But he can't distribute, he can't play with his feet, and every manager keeps asking him to do exactly that. There's a £60m keeper with a release clause sitting there in Diogo Costa who does both. Pay it, keep Penders, and let us stop holding our breath every time the ball rolls back.Estêvão vs. Yamal, and the Photo We Refuse to BelieveWe close on the good stuff. Alonso on Estêvão: “plays with the confidence of someone who's been in Europe for years — age means nothing when the talent is that special.” We both think this is his breakout year and the hype only grows. Jason rates him above Lamine Yamal for one reason: humility. The only off-pitch photos of Estêvão are of him in church; Yamal's are from the club. Not a moral judgment, just a pattern — Messi didn't live that way, Ronaldo didn't live that way, and Daniel's comparison point is Neymar, all that talent shadowed by off-pitch noise and injuries. And speaking of Messi, we are not letting go of the bathtub photo. Why did nobody see that image until the World Cup? We're calling AI, we're calling gaslight, and we're calling for a whole midweek episode of football conspiracy theories where we take turns dragging each other down the rabbit hole. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redwhitebluesfc.substack.com

Golden Gate Ventures is one of Southeast Asia’s most established early-stage venture firms, having backed companies across the region since 2011. They have invested in companies that are now household names in the region. Examples include Gojek, which started as a motorcycle taxi service in Indonesia and grew into a super app spanning payments, food delivery, and logistics, and Grab, which began as a ride-hailing service in Singapore and similarly expanded across Southeast Asia into food delivery and financial services. Jeffrey Paine is a co-founder and partner at Golden Gate Ventures. In this episode, Jeffrey joins Gregor Vand to discuss how the Southeast Asian startup ecosystem has evolved, why the regional copycat model is giving way to globally ambitious technical founders, what companies like Manus and Supabase reveal about Singapore’s emerging role in the global tech landscape, and what advice Jeffrey gives founders today who want to build something that matters beyond their home market. Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post The Startup Scene in Southeast Asia appeared first on Software Engineering Daily.

Golden Gate Ventures is one of Southeast Asia’s most established early-stage venture firms, having backed companies across the region since 2011. They have invested in companies that are now household names in the region. Examples include Gojek, which started as a motorcycle taxi service in Indonesia and grew into a super app spanning payments, food delivery, and logistics, and Grab, which began as a ride-hailing service in Singapore and similarly expanded across Southeast Asia into food delivery and financial services. Jeffrey Paine is a co-founder and partner at Golden Gate Ventures. In this episode, Jeffrey joins Gregor Vand to discuss how the Southeast Asian startup ecosystem has evolved, why the regional copycat model is giving way to globally ambitious technical founders, what companies like Manus and Supabase reveal about Singapore’s emerging role in the global tech landscape, and what advice Jeffrey gives founders today who want to build something that matters beyond their home market. Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post The Startup Scene in Southeast Asia appeared first on Software Engineering Daily.

Golden Gate Ventures is one of Southeast Asia’s most established early-stage venture firms, having backed companies across the region since 2011. They have invested in companies that are now household names in the region. Examples include Gojek, which started as a motorcycle taxi service in Indonesia and grew into a super app spanning payments, food delivery, and logistics, and Grab, which began as a ride-hailing service in Singapore and similarly expanded across Southeast Asia into food delivery and financial services. Jeffrey Paine is a co-founder and partner at Golden Gate Ventures. In this episode, Jeffrey joins Gregor Vand to discuss how the Southeast Asian startup ecosystem has evolved, why the regional copycat model is giving way to globally ambitious technical founders, what companies like Manus and Supabase reveal about Singapore’s emerging role in the global tech landscape, and what advice Jeffrey gives founders today who want to build something that matters beyond their home market. Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post The Startup Scene in Southeast Asia appeared first on Software Engineering Daily.

Today I am in a studio in Bali, Indonesia, recording this episode with my dear friend Gabrielle Martorana, who I've known for many years and since I know her her life has changed so much. Gabrielle is a new mom with her first child who is living abroad in a Southeast Asian country. She didn't start there though, she used to work in corporate in a big fancy job in San Fransisco till she realized there was another way..From pitching her employer to become her first freelance client to creating a life that puts family, freedom, and intention first, Gabrielle broke out of the matrix. We also dive into what it's actually like to have a baby abroad, why Bali became home for their family, and how they're raising their daughter while living as expats. If you've ever wondered whether digital nomad families are realistic or if you have to choose between adventure and motherhood, this episode is for you.So today I'm really excited to have her talk about her slightly unconventional yet traditional lifestyle and how she got to where she is now.In this episode, we talk about: Why Gabrielle left corporate life to become a digital nomad  The mindset shift that made moving abroad feel possible  How she turned her employer into her very first freelance client  Building a business while traveling the world  What it's really like living as expats in Bali  Navigating relationships while traveling full-time  Deciding where to raise a family abroad  Why she chose to have a baby abroad instead of returning to the U.S.  Creating a birth experience aligned with her values  Why digital nomad families are more possible than people think  Designing a life around freedom instead of following the traditional timeline Whether you're dreaming about moving abroad, wondering how to become a digital nomad, or simply looking for permission to create life on your own terms, I hope this conversation reminds you that there isn't just one way to build a beautiful life.Connect with Gabrielle:Follow her Instagram: @expandwithgabrielle Ready to create your own location-independent life? If this episode sparked something in you and you're ready to stop dreaming and start building your own digital nomad lifestyle, send me a DM on Instagram @christabellatravels with the keyword "APPLY." We'll chat about where you're at, where you want to go, and whether the Digital Nomad Life Academy is the right next step for you.Send us Fan Mail

Back on 7 January, Hannah and Gary kickstarted the year by analysing 12 topics, themes and issues that we expected to influence the direction of travel across the 11 nations of South East Asia during 2026. As we near the end of the 7th month of the year, how do those forecasts stand up? And will they pertain across the rest of the calendar year? This week, Gary tracks back across those 12 themes and assesses each one in the context of global and regional influences - and, of course, the Middle East War. Two key words stand out above all else: Risk and Uncertainty - which we chose (back in January) as our Words of the Year Ahead!

Danny Hoffman, director of the Jackson School of International Studies and interim director of University of Washington's Religious Studies Program hosts a conversation on researching and teaching Southeast Asian literary Islam today with UW faculty Nazry Bahrawi, Assistant Professor, Department of Asian Languages and Literature, and Celia Lowe, Professor of Anthropology and International Studies. Dr. Bahrawi was trained in comparative literature and specializes in in the decolonial study of genre fiction and literary Islam from Southeast Asia and its diasporas. Dr. Lowe is the outgoing Director of the Center for Southeast Asian Studies and its Diasporas and currently serves as Associate Director of the Jackson School of International Studies. Her work concerns science and technology studies in Indonesia. Recorded on May 26, 2026. Our UW Religious Studies Series introductory and closing music are generously provided by Dr. John-Carlos Perea, chair of the UW Department of Ethnomusicology, from the title track of his 2014 CD Creation Story. For more, see johncarlosperea.bandcamp.com/album/creation-story.

The next decade of global dairy growth may look very different from the last one. For years, much of the world's additional milk came from pasture-based systems. New Zealand added acres. Production expanded across parts of South America, Australia and Europe. But those regions are not growing the way they once did. Today, the next unit of milk is increasingly coming from grain-fed systems. That shift could put the U.S. in the driver's seat for global dairy markets over the next 5 to 10 years. In this episode of The Milk Check, host Ted Jacoby III and the Jacoby team are joined by Scott Briggs of Bridgecape Commodities. We dive into: Why marginal milk growth is shifting from grass-fed to grain-fed systems What environmental policy and structural inefficiencies mean for European milk production Why China is shifting from building milk supply to creating higher-value dairy products Why the U.S. will need to become a more consistent exporter of butterfat Plus, beef income has helped support dairy farm margins and encouraged producers to breed more cows to beef. What happens if beef prices fall? The cows are ready. The plants are being built. What's next for U.S. dairy? Listen to The Milk Check episode 102: Who Wins the Next Decade of Milk Production? Also available on Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Intro commercial [Text not included.] Ted Jacoby III: Coming up on the Milk Check. Ted Jacoby III: You’ve got the U.S. dairy industry now in a position where even the worst-case scenario continues to be a threat for Europe or the rest of the world from a milk supply standpoint. Ted Jacoby III: Welcome to the Milk Check from T.C. Jacoby & Co., your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. This week, we are excited to have Scott Briggs from Bridgecape Commodities joining us. Scott lives in Australia and really understands what’s going on with dairy markets on that side of the pond. Scott, thank you so much for joining us. We’re excited to have you. Why don’t we start by having you tell everybody a little bit about yourself? Scott Briggs: Thanks very much for the intro, Ted. I’m Scott Briggs, Bridgecape Commodities, based down in Melbourne, Australia and work with a number of Asian and Oceanic consumers to try and understand global dairy markets and try and help them risk manage. Thanks very much for the opportunity to be a part of the podcast. Ted Jacoby III: Scott, thanks for joining us. We’re really excited to have you. We’re gonna have a little bit of a debate: How do U.S. dairy production costs compare to those in New Zealand, Europe, and China today? Do we think the U.S. is building a lasting competitive advantage? And what does that mean for the global dairy market over the next five years? Scott, I’ll start with you. You’re based down under. Do you think the U.S. Is developing a competitive advantage, or do you think New Zealand will continue to be in the driver’s seat? Scott Briggs: It’s a very big topic Ted, but I think the short answer is that yeah, the U.S. is really in a great position to drive global dairy markets over the next 5 to 10 years. One of the major things that’s changed probably since about 2015, we’ve been in a transition period where the marginal milk growth is not coming from a grass-fed system anymore, it’s coming from a grain-fed system. Between 2000 when a lot of global dairy markets started to deregulate and we had falling trade controls and those sorts of things, quotas in the EU eventually coming off, between 2000 and 2015, the marginal milk growth was really coming from a grass-fed system, be it New Zealand growing the number of acres that it planted or the number of acres that it farmed. Places like Uruguay or southern Brazil or Argentina growing quite strongly and other parts of Europe and Australia as well. So that was the driver of the growth, and that’s why we saw that volatility in global dairy markets driving back towards a grass-fed cost of production. But since then, those places have stopped growing and really the next unit of growth or the next liter of growth comes from grains and ultimately that does mean that the U.S. is in a great position to respond to the milk production needs of the world. At the end of the day, you’ve got the greatest exportable surplus of grains and you’ve got a fantastic platform to grow from. That’s the 10,000-foot view of why the U.S. is in the box seat. Ted Jacoby III: You mentioned that even New Zealand is starting to go towards a grain-based system. Could you tell me a little bit more about that? Scott Briggs: I would say that’s pretty incipient, Ted, but there’s certainly steps that are being taken in New Zealand that seem to mirror what Australia’s been doing for probably the last five to 10 years. You have a marginal cost of production that is grain-fed and it’s being led by the U.S. At the moment, if we looked at the margins in the U.S. for a dairy farmer, they’re pretty good given your beef situation. But if you were to remove that beef situation or that beef revenue, you’re probably at a pretty low income over feed cost. But that’s still a highly profitable milk price for a grass-fed system. And a lot of the fixed costs are already being paid off, be it the farmer’s labor the equipment on the farm all of those overheads, they’re already being paid off by a pasture fed system. So, there’s a huge marginal return for that extra liter of milk that comes out of a pasture fed system. If you look at the steps that have occurred in Australia and that are probably starting to come to New Zealand, it is a lot more shared housing in wetter areas, feed pads, dry feed pads. It's certainly not moving to the barn fed system that the States has got. More multiple calvers, if you like, to flatten out that milk curve. A lot more maize silage production, which just stores that little bit better and gives you more dry matter per acre as well. It’s these kind of marginal steps which have occurred a lot in Australia or even in some of our more grass-fed areas, and that are starting to occur in New Zealand. And some of the incentives that are being given, market-wise, in New Zealand to produce that shoulder milk or that additional milk are starting to respond with additional investment on farm. Ted Jacoby III: So, is maybe another way to put it that core pasture-based part of New Zealand dairy farming continues to be very profitable, but any marginal increase in milk production that would come from New Zealand, the cost of that marginal increase is probably the same or more likely probably less than the same marginal increase in milk production in the U.S.? Scott Briggs: Look, I would say that the marginal cost of production out of the States is pretty good. If you think that you’ve already got all the infrastructure paid for and it’s really just an additional growth there. But I think it’s more so the profit margins that sit in a pasture-fed system in New Zealand allow for that investment to try and get that little bit of extra milk as well. So, I wouldn’t say either or are better placed. It’s just that we do have a lot of low-hanging fruit in Oceania, if you like, to start moving into that kind of system. Ted Jacoby III: That makes sense. That makes sense. Mike Brown (2): One thing I think about New Zealand and why the system is the way it has been historically has been your cost of concentrates or grains hasn’t always been as competitive. You lead world price in a lot of cases, and your location makes you very competitive. Your dairymen have more room to pay some of those higher costs for that marginal production. So my question is the strong world price has a fair amount to do, obviously , with everybody’s growth, but in your case when you look at that difference in marginal cost versus that pasture based cost, are you more sensitive to that marginal change in price than maybe some other markets just simply because your feed costs are higher? Scott Briggs: Let’s have a look at world milk prices at the moment. The U.S. at $17 a counterweight, if you like, $16.50, $17 a counterweight. That’s low on your range. On the New Zealand numbers, that’s coming out at a $9.50 dollars per kilo in New Zealand dollars, which is a historically pretty high milk price. So, they do have that ability to just bring in PKE exports. One of the major sources of additional feed or additional milk growth in New Zealand is this palm kernel expeller which comes off of the palm kernel crushing. It’s kinda like soybean meal, if you like that they bring in from Indonesia and other palm kernel or palm crushing countries. Fonterra had placed limits on that for a long period of time because it was affecting the fat composition of the milk. Once they removed those limits, PKE imports went up 20% or 30% almost in one or two years. The last two seasons, New Zealand milk growth has been about 4% or 5% this year, and probably 2% or 3% the year before, so 6 or 7%. Nearly a third to a half of that has come from the additional energy that’s coming in the PKE. So it’s having a huge marginal impact on their growth, and it’s coming at a pretty low cost ’cause it’s a low-cost feed source. So, I think, Mike, going back to your question, they have that ability to grow because there’s such a lot of low-hanging fruit between that grass-fed cost of production, which is already paying for their farm, and the milk price that they’re getting paid, which is actually a marginal cost of production out of the U.S. Mike Brown (2): What kind of world fat price might change their incentive on PKE? We’re seeing a little bit of that here because it’s very expensive here, and people look at their marginal return. It isn’t, of course, near what it was when fat was $2.50. Do you think, depending where that world market settles, will that change the incentive to use PKE? ‘Cause in our case, it’s fat production is the real gain that you get compared to other alternative rations we feed. Scott Briggs: I think it’s seen more as just a bulk source of feed and source of energy- to get the cow up early in the season, Mike, and peak it as high as possible, and then to keep going on the shoulder. It’s a milk solids game rather than a tweak the fat percentage game. At $9.50 they’ll be feeding it. Mike Brown (2): Yes. Scott Briggs: $9.50 a kilo of milk solids they’ll be feeding it. Mike Brown (2): Oh, yes. Yeah. I would be feeding it here, too. Yeah. At that price for sure. Yeah. Ted Jacoby III: My thoughts immediately go to Europe. The U.S. is well-positioned for growth. New Zealand is building off a very profitable base, which insulates them and puts them in a very good position of at least maintaining their position in the global market. Where does that put Europe? Scott Briggs: Europe is an interesting situation where realistically I think that they’re gonna struggle for the main drivers of additional milk production. They seem to be struggling to add any additional land at a reasonable cost, whether it be to the feed base or to the dairy base. That’s obviously being driven by environmental policy, which is very different in Europe than it is say in the U.S. or even Latin America. So I think that they’re gonna struggle at that policy level to be able to keep driving forward. The other thing that does sit within Europe is that we’re only 10 years removed from quota coming off, and so we’re still in that process of losing milk production where we should in the more marginal areas, or from the smaller farms, or from the more marginal land, and trying to drive it into places like Germany or the Netherlands. And so whenever you’ve got a core base of pretty uneconomic sticky milk, it takes a fairly heavy price response to drive change in those farms. So down at the lowish milk prices that we’ve got globally at the moment and I say, I’m happy to debate that point. I think we’re at pretty low milk prices on the range since the end of COVID, particularly with the low feed prices. Where we are at the bottom of the price range, you’re gonna still struggle to get some of these European guys out given the subsidies that they’ve got. But that also means you’re not driving efficiency back into the system. So it feels to me like Europe’s gonna really struggle to meet the global needs and be a quick mover like the States has been. Probably the call-out on that one to me would be Russia. They’ve got probably huge settings if they wanted Russia and the Stans to really grow into dairy production. But it’s not gonna be something that’s being done for the rest of the world. I think it’s gonna be getting done for their part of the world and for China. Ted Jacoby III: Speaking of Eastern Europe, do you think Poland still has a lot of room to grow as well? Scott Briggs: I wouldn’t know the specific micro settings of Poland. It does seem like they are growing pretty well. If you look at the investments that are going into some of the Stans, eventually Ukraine and some of the other parts of the former Eastern Bloc, if you like, it does seem like there’s a lot of investment in Belarus still. It does seem like there’s a lot of investment going in there to help feed parts of the world that longer-term probably aren’t gonna be getting fed by the U.S. Ted Jacoby III: That makes sense to me. With all these different factors, what about China? China’s in a pretty interesting spot from a milk production standpoint. They really increased their milk production three or four years ago, and then more or less stabilized it. Where is their cost of production and where does China go from here? Scott Briggs: Probably the first point to make is that we’ve all learned not to bet against China on dairy production in the last four or five years on milk production in particular. That’s been an incredible rise. And I think the second thing is that lesson to me is then, don’t bet against them and what they might be able to do with the quality of the product, and the investments that they’re making in manufacturing capacity now. There’s a huge push from China to value add, particularly on the protein side, and to then try and drive that down in sales into Southeast Asia and other parts of the world. They’ve obviously got a huge domestic market, but when it comes to starting to grow into things like processed cheese or fat exports or even micellar casein exports and MPC exports, that’s where I think that their next push is gonna be, is trying to move out anything that they don’t need domestically. So it’s not just gonna be bulk whole milk powder, which has been the story of the last two or three years. The structural issue that they’ve got is that their population versus their arable land is just huge. That’s a long-term limiter, if you like, for how much you can push into exports. Ultimately, as their productivity grows and their incomes grow, they’ll be consuming more dairy themselves. The steps that we’ve seen the last four or five years were really about shoring up domestic milk capability so that they weren’t a victim of world markets, and then now they’re trying to value add that milk. They’ve learned the lesson that you don’t grow milk but not grow factories, and they’ve learned the lesson that you don’t grow demand without growing milk. The policy now is, let’s do step changes as productivity rises to drive income rises. I think that they’re gonna be putting a push on certain functional products into Asia But I don’t think that they’re necessarily in a place to be the driver of global milk production because ultimately their cost of production, going back to where you started, Ted, is higher, and it’s structurally higher because of the fact that they just don’t have enough arable land for the population that they’ve got. Ted Jacoby III: But with China doing that and really trying to expand into value add and even trying to export, I gotta believe that’s causing Fonterra and the other New Zealand exporters to really shift their export strategy. What’s happening there? Scott Briggs: When you look at Fonterra, their stated strategy is to basically be a skim protein and fat company. They have recognized that the days of whole milk powder are limited. China went through a period where they went from 500,000 tons of imports pre-COVID to 800,000, and now they’re back down to 500,000 again. They’ve really gone through that boom and during that period, Fonterra’s basically said, “We need to move out of whole milk powder and move back into being a skim and fat company.” And when I say a skim and fat company, a skim protein and fat company. And so, we have seen them push 50 to 70,000 tons more skim into Southeast Asia. But what they’re now starting to do is to value add that skim, similar to what the U.S. is doing: putting on more ultrafiltration in front of dryers, ’cause that’s the highest marginal investment that you can do. Starting to do more MPCs, starting to do more value add on the fat side, as well. There’s been some huge investments in UHT cream which are gonna be going ahead or have already gone ahead and are being launched for this year, which draws fat away from butter and AMF. Overall, their stated strategy is to be a nutrition and food service company. Nutrition: protein-heavy products. Food service: fat-heavy products. And so they’re moving away from that whole milk powder. I think that the next stage for them is to try and drive those two sorts of products into Southeast Asia. Because China itself is already quite a big market for those sorts of products and is probably screaming out for, “How do we not use WPC and WPI?” ‘Cause that’s the highest priced protein in the world right now. So how do we move away from that? I think they’re also trying to help Southeast Asia grow protein as a category. Ted Jacoby III: But based on what you said of China’s strategy, it almost sounds like it means China and New Zealand are going head-to-head in that market in Southeast Asia. Scott Briggs: Yeah. Yeah. I think- And- And look, that’s a 5 to 10-year view. We’re already seeing traditional Fonterra markets or New Zealand markets, Open Country Dairy’s obviously nearly 20% of the market down there now, as well, and are making their own steps towards value-adding fat. So that’s always one to keep in mind. We’re certainly seeing a competition of powder flows and functional product flows from China, including fat, laminated fat, pastry butter, those sorts of things, coming into Southeast Asian markets that were traditionally New Zealand-dominated markets. Diego Carvallo: Going back to China’s milk production, a lot of rumors about a disease in the northwest of China hand, foot, and mouth. Very little information. We have several customers that have asked about it. Without going down the rabbit hole, is there any update in that regards? Scott Briggs: Super important if it were to be a big story. I think that the likelihood of it being a massive story is low at the moment from what I’ve seen at least. The key thing to watch for me in China is always the spot milk price. They’ve got a fantastic not that it’s particularly visible, but they do have a huge trade of liquid milk market between different zones and between companies in specific zones. It’s a little bit like your plus/minus to the Class III. So that spot milk price to me is always the one which tells you: are they having any problems? And it does seem to me like the containment strategy was quite effective early on. Lock down the zones, stop the movement of the cattle. So yeah, it doesn’t look like it, but, it’s a bit of a black box. Diego Carvallo: So, we don’t expect a long-term impact to their production as of right now? Scott Briggs: Not at this stage, but that could change tomorrow. Ted Jacoby III: Everybody, we will be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Ted Jacoby III: Josh, I’m gonna put you on the spot. Is the U.S. gonna continue to increase our exports? And if so, who do we increase those exports at the expense of? How is that gonna play out? Josh White: Yes. We’re going to absolutely continue to increase our exports. The most obvious area is where there’s gonna be a need, and that’s fat, at the moment. It’s pretty well-noted that we’ve invested heavily in cheese production, boy, if those new cheese process facilities are running at the moment, they’re happy to have a co-product in whey proteins. Things are looking pretty good at the moment. As a result of that, we’re assuming that anybody who can produce cheese or process cheese is trying to process just as much as they possibly can. As a result of that, it seems pretty eminent that the U.S. will continue to have available cheese for the global consumer. Now we’ll take a look at the protein side. One of the expected results of this protein movement in the U.S., and now again, I wanna clarify this movement because I think there’s a lot of chatter about GLP-1 being the main driver, and I would almost view that as just a catalyst and a reason why the U.S. market might be leading in protein consumption. ‘Cause if you look around the world, this is a health and wellness trend that is not exclusive to the United States, not exclusive to Europe. It’s happening everywhere. We receive inquiries from all over the world, including import regions, for protein. Given the limitation on whey protein availability, one would assume that we’re gonna see quite a migration to milk proteins, and Scott did a great job of alluding to that earlier. We’re finding different ways of concentrating protein and delivering it to the consumer. The result of that, fat’s going to come along with it. I’ve listened to Gus, Mike and the team talk fairly openly about the incredible improvements in components over the past several years from the U.S. dairymen. Scott alluded to component growth in other parts of the world as well. We’re going to have surplus fat, and there’s going to be extra fat beyond what the U.S. consumer can take in, and as a result of that, we’re going to be hungry to capture market share in the global market. Now, you ask, “At whose expense?” And that’s a loaded question in some ways because I think there’s two things going on. I also think fat consumption globally is increasing, maybe not at the rate protein is and maybe not as popular right now, but if you look, ever since the early 2000s when we made this paradigm shift in the U.S. to moving away from the old food pyramid model and moving into this clean label, healthy consumable products, fat no longer was the enemy, and it seems like ever since that happened, the world has also agreed, and we’ve continued to see more clean label dairy fat being consumed per capita globally. So, two things will happen. One is the U.S., we’re in position to grow our milk production more quickly than anywhere else in the world. We have the infrastructure, currently, we have the economics to do that, and we might outpace that fat consumption growth globally. Which means then, yes, we will have to capture some market share. And from who? It, it’s either going to be Europe or Oceania, and I think that’s a seasonal thing. I don’t know that I would point to either single market as being the loser in that, other than that the dairy support and economic situation and the outlook for dairy growth in Europe seems to have more headwinds than the rest of the world. One would assume that they’re a bit more vulnerable, right now, to the U.S. capturing market share. Ted Jacoby III: Joe, what about fat? Joe Maixner: Josh summed it up pretty clearly. We’re going to have to continue to be a net exporter of fat. We’re gonna continue to add fat into our system with all of these high protein demand and these components that just continue to creep higher and higher. We’re not going to consume everything that we can supply. We will have to be a net exporter of fat moving forward until either the supply structurally shifts or we find a different way to utilize it. I agree with Josh and Scott that it’s going to be seasonal dependent on whose expense it comes at because I think that our fat market, our butter market specifically, is going the direction that cheese has gone over the past 15 years, where it becomes almost a cyclical market. We’ll be really competitive, we’ll get a lot of exports on the books, we’ll clean up our inventories, and then our pricing will spike, we will not be competitive on exports for a while, which will develop this surplus of domestic inventory and force us to depress pricing again and go back into the export markets. Josh White: We have a U.S. bias obviously, as we’re looking at the world. The one limitation to U.S. capturing fat market share is the reputation of U.S. fat being quite a bit different. Our commodity butter is an 80% salted butter. Our packaging is different. The visual appearance of our product is different. The flavor profile of our product is a bit different. Up until now, the opportunity for us to capture market share has happened largely in the processing sector as an ingredient to make something else. As of late, we’re starting to realize a little bit more of a win in, say, food service applications in developing markets and other things. From your perspective, how close is the U.S. to penetrating into the food service or retail business in import regions for butterfat? Scott Briggs: Yeah. It’s a good question. I think there’s two parts to that answer. The first is that you break down trade barriers slowly, but it happens. It’s been happening since the start of trade, right?  You know, I do think that there’s the ability to continue educating the consumer to get them comfortable with the product, the appearance of the product. I think I said that to Joe once: U.S. butter, it’s not terrible. It’s a great tagline. But I’m not a marketing guy. It will continue to gain acceptance, I think, Josh. I think the second thing to recognize is that with Fonterra, so New Zealand, trying to put so much fat into food service applications, I think for the point of educating, as you say, what does that mean in Asia and China? It’s not necessarily just butter. UHT cream is just this massive category which keeps on growing in Asia. Asia’s not this singular thing. Like they’re all sub-markets. But as a generalization, bakery is huge through a lot of Southeast Asia China itself. If you travel there, it’s cakes, it’s pastries, it’s a hell of a lot of really nice product. It’s seen as a luxury good if you like and through the supermarkets and convenience stores and everything like that. That’s a huge sector which needs a more functional application. There’s a lot of growth in there. That’s actually leaving behind ingredient markets for U.S. fat, whether that be in Australia or whether that be into Southeast Asia or the Middle East. So that is actually to me, probably the lowest hanging fruit, and it’s what you’ve already seen. So it’s not like you need to necessarily change the spec immediately to go for these applications. It can be just as easily going for what’s been left behind by New Zealand. Just one point that I’d make about whose market share is the U.S. gonna take on certain products? The European milk growth in late last year really does mask the fact that we probably still need U.S. butterfat exports to balance the world market. If you were to take the 100,000 excess tons that Europe made in the second half of last year out of the market, say that was unsustainable milk growth for a period of time, once we eat through that stock, we’ve taken a lot of the U.S. growth, if you like. We’ve absorbed a lot of that growth in what you’ve made, and we needed it. So I do think that we’re going through a process of still eating through those European stocks overall, and that glut that we had, which was driven by two years of fantastically high milk prices. But once we get through that, the global consumer is buying $5,000 butter, and they’re buying $3,000 skim. And that is a price level that’s comfortable in a lot of the world. Mideast is obviously going through a few lumps right now, so we may have some problems on demand in the next six months. But once we get through that and, hopefully the conflict there is over and they return to some kind of growth, we do get to a position where we probably need U.S. fat in the world market. Mike, you made the comment about how well the U.S. farmer is now not feeding for fat, and it does seem like some of that fat component growth at least is slowing. Do you see responsiveness to fat prices significantly, and how can that change the U.S. fat balance of being a reliable or necessary exporter? Mike Brown (2): As far as producer decisions, I’ve had some conversations, particularly with cheese plants, who are seeing some changes and talking with their producers. And some are making some adjustment to ration changing sources, and what those sources are finding is what we’re seeing in the milk supply, protein remains relatively strong and still grows. Fat has slowed down a bit, and most of it is PKE. That seems to be the change. Talking with producers, I had a good conversation, actually, last fall with a very high producing Jersey herd who said that if fat gets below about $1.70, it doesn’t really make sense for him to feed PKE anymore because he isn’t getting enough return from it. I think there’s probably some doing that. Is it broad? I think when the U.S. cows are milking so well, they’re reluctant to make a lot of ration changes that might slow things down. But we’re seeing somewhat on the margin. Will it solve the problem? No, because it’s genetics. It’s the genomics, our selection for fat. There’s so much variability in fat genetics within cattle, particularly Holsteins, that they’ve been able to make huge progress, and of course that’s permanent. So I expect that fat will continue to stay high. So, will we see some moderate fluctuations from time to time? Sure. That market will, I think, have some effect, particularly since they’ve gotten so high. Will our trend change? No. We’ll continue to improve in fat and in protein with time just because genetic selection in the U.S., particularly with sexed semen and genomics, has just gotten so intense that I don’t see that changing. The rate of gain will slow because the base population is higher versus the sires that are being used, but that will continue. We may slow down. We’re not gonna turn around and go the other way. Ted Jacoby III: Awesome. Thanks, Mike. Jacob Menge: I was gonna stir the pot a bit and almost take the other side by saying I have a degree in economics, so I succumb to liking to pretend that free trade is how everything works in the world. And it doesn’t. And I think we’re pretty clearly going down this path of almost a bifurcated world of trade relationships. And I really think it would be a mistake to ignore that moving forward, especially with Russia potentially being able to supply China in the future. We’re almost taking for granted that everyone is gonna buy from the most efficient producer in the world, and we’re really going into this kind of tumultuous geopolitical landscape that it feels like we’re probably ignoring. I don’t think that changes the fact that the U.S. is still gonna have to export. We’re producing more than we’re gonna consume. We’re not gonna let the product rot. We’re probably not gonna shut down all these nice facilities we just built. But it does make me question what price we are going to be getting when we go to export the products. What happens to the basis on those export sales? There’s a big geopolitical issue when it comes to a lot of the analysis we’ve just been doing. Scott Briggs: How much of the cake is baked? How much growth are we guaranteed to see on U.S. milk supply in the next two to three years, and cheese supply, just as a function of these investments that have already been made? How much of the world trade has already bifurcated? China’s getting it from New Zealand. Okay, that could break. I could see that breaking. I could see the Middle East possibly breaking, like you’re already seeing Iran getting certain product from Belarus or you already seen China get part of it. So there could be massive breakages in there, you’re right. The challenge is if we were to stop trading between Russia, the ‘Stans, and China, if that became one zone and we all became the other zone, like the two biggest linkages are the Middle East and New Zealand, and you probably do flood the market if you were to stop that. Who would get hurt in that scenario? It’s probably Europe. It’s Gonna be a race to the bottom to try and kill some of the highest cost milk production. Yeah, how much of the cake is baked? Ted Jacoby III: I would say it is pretty baked. But I think of it more in terms of between the current trends we’re seeing and how sticky we suspect they are from a breeding-to-beef standpoint, specifically cattle supply, beef cattle supply, and being able to continue to supply the beef market with beef, I think we’re gonna continue to see some really good returns to dairy farmers breeding to beef, which means they are going to resist and be pretty resistant even when the milk price is low to reducing the number of cows in the U.S. That’s number one. That puts in a really hard floor. In addition to that, those dairy farmers, especially the really big ones, are making really good money when you add the beef income on top of the milk income, and they’re looking to continue to expand as a result. So, in terms of the capacity that’s already added, they’re gonna fill it up. In terms of the additional capacity, which, let’s just put it this way: Over the last two to three years, we’ve had a lot of new capacity. Over the next couple of years, we will continue to have additional capacity added, but at a lower rate than what we just saw, but it’s all gonna get filled up. I don’t think we’re gonna have a problem over the next three to five years filling the capacity that we build because I think that the income situation for the dairy farmer in the U.S., it’s just in a really good spot. Even if you take, what’s our worst-case scenario from a milk revenue standpoint? Whey protein prices collapse. We produce so much milk that butter prices stay low, nonfat prices stay low, cheese prices stay low. All that means is we’re just gonna be that much more competitive in the global market, and I think our overproduction is probably gonna hurt Europe more than it’s actually gonna hurt the U.S. Josh White: I’ll just maybe add to it that, the most obvious way that the U.S. has invested is to add a lot of cheese processing capacity over the past few years, massive investments. People are well aware of it. But the aggregate of all of the incremental expansions and all of that has been really significant as well. It feels almost imminent right now that we were already investing in dairy growth before the beef on farm income reached a level that it’s at today, and it just doesn’t feel like that’s going to change any time in the near future. And as a result of that, it only maintains or accelerates that desire to make more milk. We were having conversations 24 months ago about how would we have the heifers to grow the herd? How would we do this? We found a way to grow the herd. The component growth outperformed expectations, and it’s only been more consistently profitable because the revenue stream’s been spread across more things. So we’re gonna have milk, and if we’re gonna have milk, we’re going to figure out a way to process that milk. And so far, there must have been some really good foresight to do that and build all of this cheese processing capacity to absorb it up till now, and we’ve got a little runway left to continue to fill them up. But there’s conversations at every major place about how do we extend our put-through and extend our yield by shipping more condensed skim, by processing more UF milk products, by… I can go on and on. I don’t know if it’s exactly what you were asking, but are we done in investing in our ability to process more milk? I don’t believe so. The next move had to have already been thought about and has to be under construction. We’re years out from the one after that. I think there’s plenty that are thinking about the next move. Mike Brown (2): It’s kinda like the beef has created this amazing revenue stream for dairy producers in the U.S., and our use of sexed semen and beef selection has just improved that. Same with whey proteins and plant profitability. With these very high whey protein isolate and whey protein concentrate prices, even at a 70-cent whey market, your margins on your whey proteins are very high, which gives those plants a little more room to grow. But I think the other part is: we’ve always talked about growth in cheese, the milk proteins are growing, too, and as whey protein prices get higher, manufacturers and product developers are figuring out ways to use lower-priced dairy protein alternatives, and that market’s gonna grow as well. How much milk do we have left to dry into whey? How much milk are we gonna have left to dry into powder if those markets continue to grow? We don’t think they’re done yet. We think that growth is there. Will these prices stay where they are forever? Probably not, but the demand seems to be continuing to grow. Part of it isn’t will we grow our plants, it’s also what will we be making in those plants? Are we gonna be making more focus on other protein products than just cheese? Ted Jacoby III: I think one of the most ironic things about milk production in the U.S. right now is the fact that the biggest danger, the thing that would hurt the dairy farmer the most right now, is actually not milk cost. It’s beef price. What would happen if the beef price collapses to the point where breeding the beef is no longer profitable? We’re going to double the amount of dairy heifers we start producing. You know how that plays out? That plays out by, right now the number of lactations out of a cow has gone from two to three to four, which is decreasing the rate of increase of the components in the milk because you’re turning over a smaller percentage of your herd every year. All you’re gonna do is speed that up. So maybe our milk production plateaus or even drops a little bit, but the components in the milk increase will speed up as a result. You’ve got the U.S. dairy industry now in a position where even the worst-case scenario continues to be a threat for Europe or the rest of the world from a milk supply standpoint. Mike Brown (2): We look at the percentage of milk in the U.S. that is now produced by these extremely efficient, very well-managed, very well-leveraged herds, and so our susceptibility is less. It’s kinda like we’re going through a heat wave right now, Scott, and everybody says, “What’s that gonna do to milk?” A whole lot less than it used to because of the controlled environments of our modern barns. We’ve done a lot and kinda like I think in a lot of industries, we’ve had some good profitability, people have made investments for the long term. And when you make big investments for the long term, you don’t usually turn around. You’re committed to being in the business. I think the biggest thing for us, in my mind, is for years we’ve been looking at the whey and dry milk markets, exports are a huge part of those sales. Cheese is growing, and we’ve reached a point with cheese where those export sales are becoming more and more important, and so how do we sustain them over time? What do we need to do? I think a good example, Joe’s been working a lot with our opportunities in butter over the last few years and working with folks that we work with and what do I need to make to take best advantage of those export markets? We’ll continue to do that as well. We’re just thinking a lot more world demand than just, “I need to make a 40-pound block of cheddar and who will buy it?” We’re trying to think a little harder than that now. Scott Briggs: Mike, you touched on if we’d had the milk production growth that we’ve had in the last two years 10 years ago, we would’ve wiped out certain pieces of milk production around the world. The market would not have absorbed that level of additional product. Now, we certainly had a period in October, November, December last year, where things got uneconomic in certain part of the world, and we didn’t last. Because ultimately, the demand shone through and, having listened to the podcast, protein demand and that protein story is a huge part of that in the States. That, to me, is a trend that’s really only beginning around a lot of the other parts of the world. It can go underestimated from your side of the world. You guys are the vanguard in that. You’re the leaders in it. You’ve got the category. China’s got a great category in this area and is making some huge investments in it. But, we’ve just seen here in Australia and in Southeast Asia some massive investments from European companies into cottage cheese, into ready-to-drink categories with the principal idea of exporting them to Asia. And, that growth model into developing markets is always put a high price product in there that’s branded from a developed market, and then grow the category with the local champion. You get an imported product, it looks sexy and it looks great, and it’s like a luxury product, and then you grow the category by producing a lower price point product to try and then get the local population really going for it. And so that’s just started. The other thing that’s really hot in different parts of Asia is, funnily enough, processed cheese for food service. It’s a really quickly growing category. It’s a category that gets a lot of interest. We’ve spent a lot of time on the point of does the U.S. have a competitive advantage for supply, in this kind of changing world. I think one of the biggest pieces of competitive advantage that the States has is its ability to grow an export pathway. It’s a mindset; it’s a trade infrastructure, as well, with government relations and everything like that allows you to grow into world markets in a way that probably a lot of other places don’t have. If we’ve got a growing demand, and I made this point before, we might see a few lumps here, mainly because of the Middle East, right? The Middle East looks a little bit overbought, looks a little bit quiet. Southeast Asia’s having a few little hiccups with changes in Indonesia and some of their currency devaluation, like these sort of short-term issues. But longer term, it’s very comfortable for a Southeast Asian consumer buying $2,800 to $3,200 skim and $5,000 butter. These are price points that work now, which never worked before, that’s the growth price point now. I do think that we’re going to have a situation where the world market is gonna be the next engine for some of the growth in protein demand and fat demand as well. Tristan Suellentrop: Scott, being based in Australia, I’d be interested to hear your perspective on the potential super El Niño that was confirmed this week. How does that factor into your outlook for dairy production in Oceania over the next year or two? And how concerned should producers in Australia and New Zealand be if it develops as forecasted? Scott Briggs: So it’s a very detailed topic. The El Niño indicator that everybody looks at is the Southern Oscillation Index, which is screaming El Niño at the moment. The reality is that what impacts Australia and New Zealand is not just the El Niño. It can be a major impact, but we’ve also had years where it has had no impact, and probably even at a similar level of El Niño indicator. And the reason for that is the El Niño obviously talks about what’s happening out in between South America and Asia, so that pressure, but our weather system, particularly in our dairy regions, is just as impacted by how much moisture is exiting Antarctica and moving north, into the southern parts of Australia, which are our heavy dairy regions, and also into New Zealand. The other weather system that impacts our dairy production during spring and our moisture levels is how much tropical cyclone activity is actually exiting the Pacific Islands and moving down into the North Island of New Zealand, which really doesn’t have a lot to do with El Niño either. The key point is that, right now El Niño, yeah, it’s a real phenomenon, but it’s not the only thing that’s gonna impact Oceania. when you look back at the history, which we have, some years it’s a really important thing, and other years you can have a fantastic spring in what seems to be an El Niño year. The other point that I’d make is that we have fantastic moisture right now. We’re getting huge rainfalls through Australia particularly, but also in New Zealand, which are really recharging things over winter. Economics would also mean that we’ve all got a fair bit of silage buffered away from the last 12 months of good weather. So I don’t think, at this stage, we’re seeing anything that’s like a huge impact on Oceanic dairy, but it’s very early. The thing that we’re all gonna need to watch out for is how much does it rain, particularly in New Zealand in December. New Zealand in December, January, that’s really when we have to start looking at what might happen. Ted Jacoby III: Cool. All right. Scott, this was a fantastic discussion. Thank you so much for joining us. Really appreciate your insight and your expertise in what’s going on the other side of the pond. Thank you.  Thank you. Lockhart, thank you very much. Cheers, guys. Next time on The Milk Check. Will Loux: The U.S. exports as we go forward here over the next few years is at a crossroad. Do we swing back to balancing to milk fat, which would mean we’re probably short of protein? Or do we start balancing to protein, which means we’re gonna need to find homes for a heck of a lot more cheese and butter. Ted Jacoby III: Join us and our special guest, Will Loux from the U.S. Dairy Export Council as we discuss the future of U.S. dairy exports. Ending commercial: The best part of my job is working directly with cheesemakers and helping their businesses run better because they make wonderful, great products. Anything we can do to make them more successful not only helps them, but helps Jacoby. We look at how milk flows through their plant, what their real cost of products are, so when they’re making marketing decisions, making new investments, particularly on whey processing, they have a benchmark to use to determine what opportunities they have and what the returns would be. Whey has become so valuable with these high-protein markets. There’s added value that they can get by just condensing it, and maybe moving further down the supply chain in the longer term, making products themselves. My role is to help them cost that so they have a better understanding of what the opportunities can be. Longer term, we expect the whey protein market to remain very valuable. For one part of the supply chain to be successful, everyone has to be, and part of my role is trying to help people be as competitive as they can possibly be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. Jacoby & Co. because I get to help people make their businesses more successful.

Subscribe now for an ad-free experience. Canada's wildfires rage on, so Danny and Derek are here to be your breath of fresh air. This week's news: In Iran, the U.S. reimposes its blockade and intensifies strikes (2:04), Trump announces and then backs off a Hormuz toll (5:44), and the White House issues threats of further escalation (9:17); in Yemen, the Houthis/Ansar Allah and Saudi Arabia trade strikes (13:37) as the former might become involved in the Iran war (16:28); Lebanese-Israeli talks talks wrap up, but progress is uncertain (17:45); in Israel, a date is set for an election (19:18), plus the ethnic cleansing in Gaza is given a new euphemism (21:15); Southeast Asian countries appear to normalize relations with Myanmar (22:23); the U.S. touts a “new” peace plan for Sudan (24:13); the Ebola outbreak in the DRC continues and may be much larger than official figures suggest (26:35); Zelenskyy replaces Ukraine's prime minister and defense minister (29:43); Andy Burnham is to become the UK's PM (33:32), plus a UK-EU deal on Gibraltar is reached (35:22); Marco Rubio is reportedly running Venezuela as a U.S. viceroy (36:34); the U.S. is attempting to destroy the ICC (38:35) as it also takes aim at “left-wing terrorism” (41:23); and a Pew poll finds China more popular than the U.S. for the first time (43:01). ⁠Watch last night's weekly livestream⁠ if you missed it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Canada's wildfires rage on, so Danny and Derek are here to be your breath of fresh air. This week's news: In Iran, the US reimposes its blockade and intensifies strikes (2:04), Trump announces and then backs off a Hormuz toll (5:44), and the White House issues threats of further escalation (9:17); in Yemen, the Houthis/Ansar Allah and Saudi Arabia trade strikes (13:37) as the former might become involved in the Iran war (16:28); Lebanese-Israeli talks talks wrap up, but progress is uncertain (17:45); in Israel, a date is set for an election (19:18), plus the ethnic cleansing in Gaza is given a new euphemism (21:15); Southeast Asian countries appear to normalize relations with Myanmar (22:23); the US touts a “new” peace plan for Sudan (24:13); the Ebola outbreak in the DRC continues and may be much larger than official figures suggest (26:35); Zelenskyy replaces Ukraine's prime minister and defense minister (29:43); Andy Burnham is to become the UK's PM (33:32), plus a UK-EU deal on Gibraltar is reached (35:22); Marco Rubio is reportedly running Venezuela as a US viceroy (36:34); the US is attempting to destroy the ICC (38:35) as it also takes aim at “left-wing terrorism” (41:23); and a Pew poll finds China more popular than the US for the first time (43:01).⁠Watch last night's weekly livestream⁠ if you missed it.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

On this week's episode of the Korea Pro Podcast, John and Joon Ha discuss President Lee Jae Myung's new economic growth strategy for the second half of 2026, including his push for the state to play a much more active role as an investor in South Korea's future industries. They also break down the Bank of Korea's decision to raise the base rate to 2.75%, as inflation, rising energy prices, household debt and a weak won continue to create financial stability concerns. The episode then turns to the Lee administration's proposal to merge South Korea's three main military academies into a single institution, a plan the government says would improve jointness and modernize officer education.  John and Joon Ha also revisit South Korea's defense export ambitions after Hanwha Ocean's loss in Canada's submarine procurement competition, looking at how Seoul is shifting attention to Southeast Asian markets such as Thailand and the Philippines as it seeks to become one of the world's top arms exporters. About the podcast: The Korea Pro Podcast is a weekly conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Managing Editor John Lee and correspondent Joon Ha Park, delivering deep, clear analysis of South Korean politics, diplomacy, security, society and technology for professionals who need more than headlines. Uploaded every Friday. This episode was recorded on Thursday, July 16, 2026. Audio edited by Alannah Hill

In this episode of The Jess Larsen Show on Innovation & Leadership, Jess sits down with Lucas Ngoo, CEO of Cortex AI and co-founder of Carousell, the Southeast Asian marketplace that grew to a $1 billion valuation. Lucas explains why the next major leap in AI may not just be chatbots or software, but general-purpose robotics. While robot hardware is getting cheaper and more powerful, Lucas argues that the biggest bottleneck is still data: the real-world human and robot data needed to train machines to operate safely, precisely, and intelligently in everyday environments. Jess and Lucas dive into how Cortex AI is building the data infrastructure for robot brains, collecting human task data from industries like factories, retail, restaurants, hotels, and other real-world environments. They also explore why robots may follow a path similar to Waymo, starting with human supervision and gradually improving until autonomy becomes invisible and widespread. Lucas also shares the lessons he learned from building Carousell from three founders out of school into a billion-dollar company, including how to hire during rapid growth, survive startup chaos, raise capital, choose the right investors, and recognize technologies that are just becoming possible. This is a forward-looking conversation about robotics, AI, entrepreneurship, Silicon Valley ambition, and what it really takes to build the future before the rest of the world sees it coming. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Fran Berman, the Stuart Rice Honorary Chair at the University of Massachusetts Amherst's College of Information and Computer Sciences and faculty associate at the Berkman Klein Center for Internet and Society at Harvard University; Theresa Bourgeois, a public policy and communications expert; and Donna Welton, a diplomat in residence at Bard College who retired from the U.S. Foreign Service in 2025 after over 30 years in public service. Her last post was as ambassador to the Southeast Asian country, Timor-Leste.

What would you do if you were handed three life-changing wishes on a silver platter? In this episode, Mike and Tiff play a high-stakes game of "Pick Three," breaking down a viral list of options—from $20k a month for life to perfect health until age 90. But watch out, because as the hosts uncover, every dream wish has a hilarious, unintended catch.Later, the couple takes you deep into the heart of their recent family vacation, sharing must-know Southeast Asian travel hacks, like why you definitely need to set up your eSIM before you leave the US. They also recount a magical, muddy encounter bathing with rescue elephants in Phuket, an unexpected beachfront meeting with a friendly horse, and why a certain 12-year-old will absolutely not be getting a Hellcat for her first car.Grab your neck fan, pour a drink, and hit play on a hilarious recap of life, travel lessons, and why you should always double-check the sunscreen.Key Moments in This Episode:The Living Room Pivot: The hosts talk returning to the home studio and getting the "Beyoncé fan" blowing.The Ultimate "Pick Three": $20k a month for life, zero bills, or retiring at 50? Mike and Tiff weigh their options and uncover the hidden fine print.Phuket & Singapore Highlights: Getting down and dirty in a mud bath with elephants, exploring night markets, and navigating Singapore's ultra-efficient MRT transit system.The Southeast Asia Travel Guide: Essential advice on eSIM data, using the Grab app, and trying to smuggle local KFC onto an international flight.Movie Review: A spoiler-free discussion of Obsession, the suspense thriller that had the hosts talking.Connect with the Grown Family!Got your own "Pick Three" combination or a wild travel story to share? We want to hear it!Email us: DamnWeGrown@gmail.comInstagram: @DamnWeGrownTikTok: @DamnWeGrownWatch in 4K: Find full video episodes on YouTube and Spotify!If you love the show, support the movement and help us get to first class by sharing this episode with a friend!

Dark Side of Seoul Podcast Episode 316 The Weird Science Behind Korean Food Nationalism   Episode Description A 2023 paper published in the Journal of Ethnic Foods argues that Korean cuisine developed in isolation, authentic Korean food isn't spicy, and even that royal court cuisine isn't truly Korean. In this episode, we examine the paper's historical, linguistic, archaeological, and scientific claims to see where the evidence supports the authors and where nationalism appears to outweigh scholarship. Topics Discussed Why Korean food doesn't need exaggerated origin stories The concept of food nationalism The "Hermit Kingdom" myth Did Korean cuisine really develop in isolation? Is banchan unique to Korea? Claims that Korean food has no sugar or oil Korean language and the outdated Ural-Altaic theory Ancient DNA and whether genetics can explain cuisine The debate over chili peppers and Korean food history Why the paper argues royal court cuisine isn't Korean How academic papers should distinguish evidence from advocacy Timestamps 00:00 Introduction 03:12 Why this paper caught our attention 08:45 "Correcting" Korean food history 15:20 Korea as an isolated civilization 22:08 Is banchan unique? 28:41 The claims about sugar, oil, and Korean cooking 35:15 Pottery, archaeology, and food history 42:10 Genetics, language, and extraordinary conclusions 49:55 The chili pepper controversy 56:30 Royal court cuisine and cultural identity 1:02:45 Final thoughts Mentioned During the Episode Science and Philosophy of Korea Traditional Foods (K-food) (Journal of Ethnic Foods, 2023) Traditional Korean cuisine Kimchi Banchan Joseon royal cuisine Korean food history The Columbian Exchange Ural-Altaic language theory Listen & Follow Website: https://darksideofseoul.com Apple Podcasts: https://podcasts.apple.com/us/podcast/the-dark-side-of-seoul-podcast/id1504623984 Spotify: https://open.spotify.com/show/1lZBXNX79kwH2NXcJWNcb8 Patreon: https://patreon.com/darksideofseoul YouTube: https://youtube.com/@darksideofseoul Instagram: https://instagram.com/darksideofseoul Facebook: https://facebook.com/darksideofseoul Contact: info@darksideofseoul.com About The Dark Side of Seoul The Dark Side of Seoul explores Korea's darker history, folklore, true crime, urban legends, supernatural traditions, forgotten places, and the cultural stories that don't usually appear in guidebooks. New episodes include deep historical dives alongside our "Fun Sized" discussions of current events, controversies, and unusual aspects of life in Korea.   Notes Science and philosophy of Korea traditional foods (K-food) Dae Young Kwon,  Kim Soon-Hee,  Kyung Rhan Chung,  James W. Daily &  Sunmin Park    https://link.springer.com/article/10.1186/s42779-023-00194-3 Introduction Why This Paper Matters On the surface, this looks like an ordinary academic paper. It was published in 2023 in the Journal of Ethnic Foods, an open-access journal published by BioMed Central. It has multiple authors, references dozens of sources, and presents itself as a scientific examination of Korean food history and philosophy. But once you start reading it closely, something becomes obvious. The paper repeatedly makes sweeping historical, linguistic, archaeological, genetic, and anthropological claims that either go well beyond the available evidence or directly contradict mainstream scholarship. Rather than weighing competing explanations, it almost always arrives at the same conclusion: Korean food is uniquely independent, uniquely original, and fundamentally separate from neighboring cultures. That is what makes this paper interesting. Not because it's simply "wrong." Plenty of academic papers contain mistakes. It's interesting because it reflects a broader pattern that occasionally appears in Korean public discourse, media, and even academia: the desire to demonstrate Korean exceptionalism through scientific language. The Bigger Pattern Much of the paper revolves around proving things don't merely exist in Korea. They must be: older than everyone else's more original than everyone else's scientifically superior impossible to have borrowed from neighboring cultures It's the same pattern behind claims that: Korean is uniquely logical. Korean relationships are deeper because of speech levels. Metal chopsticks create better surgeons. Koreans excel at archery because of chopsticks. Kimchi predates chili peppers. Everything distinctive must have originated in Korea. Some of these are harmless internet folklore. Others find their way into books, museums, newspapers, documentaries, and occasionally academic publications. Why This Happens None of this appeared in a vacuum. Modern Korea emerged from colonization, war, dictatorship, and decades of being culturally overshadowed by larger neighbors. Building a strong national identity was an understandable project. The problem comes when pride begins driving the research instead of the research informing the pride. Good scholarship starts with evidence and follows wherever it leads. Nationalistic scholarship often starts with the conclusion and works backwards. That doesn't make every conclusion false. It does make readers ask a very different question: "Is this trying to discover the truth?" Or "Is this trying to prove something?" This paper often feels like the latter. 1. The Authors Set Themselves Up as the Correctors of History Page 1 "Nevertheless, until now, the history of food on the Korean Peninsula has been mainly studied by history scholars who can read Chinese characters rather than by natural scientists, resulting in errors and distortions in our understanding of the identity, history, and originality of Korean food. In this paper, we aim to correct these errors and distortions and to present scientifically validated research... Furthermore, we also aim to provide scientific truths..." Problems The paper begins by declaring that historians have distorted Korean food history while positioning the authors as the ones who possess the "scientific truths." Throughout the paper they continue using historical texts whenever those texts support their conclusions while dismissing them when they do not. It's an unusual way to frame an academic paper. Most research begins with questions, not with a declaration that previous scholarship is fundamentally wrong. 2. Korea Developed in Isolation Page 2 "The early Korean population developed their characteristic foods in relative isolation from other regions of Asia due to the oceans and rugged mountains surrounding the country. Therefore, we must be very careful when discussing the culture and history of Korean food through Chinese books... Korea has historically been geographically isolated... it was also so historically resistant to outside influences and interactions that it was commonly called the 'Hermit Kingdom.'" Problems This compresses thousands of years of Korean history into an isolation narrative. Korea maintained continuous contact with China, Japan, Jurchens, Mongols, and others through diplomacy, trade, religion, migration, and warfare. "Hermit Kingdom" describes a particular period of late Joseon diplomacy, not Korea's entire historical development. 3. Banchan Exists Nowhere Else Page 2 "Another distinctive feature of Korean cuisine is the unique presentation of bap and banchan... We call this banchan culture, and it is a food culture that does not exist in any other country in the world." Problems Korea's version is distinctive. The concept of eating a staple grain with multiple shared side dishes exists throughout East and Southeast Asia. The paper turns a distinctive tradition into an absolute claim. 4. Korea Had No Sugar or Oil Pages 2-3 "Not only do we have a different ethnic root than China, but we also do not have oil or sugar as elements to make food delicious agriculturally." ... "In an environment where livestock and dairy products did not exist, where sugar to provide a sweet taste was unavailable, and where there was no oil to enhance the flavor..." Problems Traditional Korean cooking uses sesame oil, perilla oil, honey, rice syrup (조청), and malt syrup. Traditional desserts like yakgwa depend on both oil and sweeteners. The paper repeatedly describes Korea as lacking ingredients that are well documented in Korean culinary history. 5. Tasteless Vegetables Are the Soul of Korean Food Page 3 "As with all vegetables and herbs, they have less flavor when they do not contain salt, fat, or protein. The essence of Korean cuisine lies in the spirit and wisdom of Korean ancestors on how to eat these tasteless vegetables deliciously, which can be said to be the soul of Korean food." Problems This is philosophy rather than food science. It's a perfectly reasonable cultural reflection. It should not be presented as scientific evidence. 6. Pottery Alone Proves Independent Food Culture Page 4 "The earthenware vessels found in Korea during the ancient times were... mostly different from that of China. From this alone, we can tell that the food culture of ancient times in Korea was independently formed from that of China." Problems "From this alone" is an enormous leap. Archaeologists do not infer entire culinary traditions from pottery styles alone. Different pottery demonstrates different pottery. 7. Korean and Chinese Are Completely Different Peoples Pages 4-5 "The Korean and Chinese peoples are ethnologically different nations." ... "Korea has continued to develop independently thereby developing and preserving its own culture and history without being culturally absorbed by the country of China." Problems Korean civilization certainly developed its own identity. But history also documents centuries of exchange in religion, administration, philosophy, literature, technology and cuisine. The paper repeatedly frames influence as something that either happened completely or not at all. 8. Korean Is Related to Hungarian and Finnish Page 5 "Korean is classified as Ural-Altaic (Trans-Eurasian), which is completely different from the Chinese language system (India-Europe). Korean belongs to the same linguistic family as Manchurian, Mongolian, Japanese, Hungarian, and Finnish." Problems Chinese is not Indo-European. The Ural-Altaic hypothesis has largely been abandoned by historical linguists. This entire linguistic discussion has little bearing on culinary history. 9. Ancient DNA Proves Korean Food Didn't Come from China Pages 5-6 "The rapid decline in male genetic diversity... suggests that during the war, the invaders slaughtered men and humiliated women." ... "Therefore, it is a false claim that Korean food came from either China or Japan through men's communication. Wars have not advanced the development of food. Had mothers' languages not changed after the war, their food would not have changed either." Problems This is probably the biggest logical leap in the paper. Population genetics cannot determine where recipes originated. The authors move directly from Bronze Age Y-chromosome bottlenecks to twentieth-century arguments about Korean cuisine. 10. Korea Had No Livestock, Dairy, Sugar or Oil Page 6 "In an environment where livestock and dairy products did not exist... where sugar... was unavailable... and where there was no oil to enhance the flavor..." Problems This repeats and expands an earlier claim. Historically Korea had livestock. It had oils. It had traditional sweeteners. The statement is presented far more absolutely than the historical record supports. 11. Korean Food Is Never Spicy Page 16 "Foreigners who do not understand this come to believe that Korean food is very spicy. In reality, authentic Korean food is never hot because chili pepper varieties cultivated in Korea are not hot." Problems Korean peppers are generally milder than many Southeast Asian varieties. That does not make Korean food "never hot." This swings from one extreme myth to the opposite extreme. 12. Royal Court Cuisine Isn't Korean Page 16 "Royal court cuisine and jongka cuisine are not Korean food; they are based on Chinese food." Problems One of the paper's most extraordinary conclusions. Royal cuisine developed inside Korean courts, by Korean cooks, over centuries. Cultural influence does not erase cultural identity. 13. The Paper Contradicts Itself About Foreign Influence Pages 16-17 The paper argues wars and foreign influence did not shape Korean food. Then later it writes: "Inexpensive wheat flour from the USA replaced the more expensive rice with flour, which has greatly contributed to the development of pajeon, tteokbokki, and kuksu." Problems This is exactly the kind of foreign influence the paper spends earlier chapters minimizing. It acknowledges that American food aid transformed important Korean dishes after the Korean War. Structural Problems Heavy self-citation Many of the paper's key citations are previous publications by the lead author. The article often cites earlier books and papers by Kwon to support Kwon's current arguments. Personal communications as evidence One of the key claims about ancient Korean chili peppers relies on an unpublished personal communication rather than peer-reviewed evidence. Conclusions precede the evidence Throughout the paper, the conclusion remains remarkably consistent: Korean food is uniquely independent. Korean food is uniquely original. Korean food is uniquely healthy. Korean food is fundamentally separate from neighboring cuisines. The evidence is then selected and interpreted to support those conclusions. Closing Korean cuisine is extraordinary. It doesn't need exaggerated origin stories. It doesn't become less Korean because chili peppers came from the Americas. It doesn't become less Korean because Buddhism came through China. It doesn't become less Korean because dumplings arrived with the Mongols. Every great cuisine is built through centuries of borrowing, adapting, refining, and making ideas its own. Ironically, that's exactly what makes Korean food so interesting. The strongest case for Korean cuisine isn't that it developed in complete isolation. It's that Korea took influences from around the world and transformed them into something unmistakably Korean. That story is both more believable and far more impressive.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keiko Shimosato Carreiro was born in the Bay Area … the Boston Bay Area. In Part 1 of this episode, meet Keiko. Today, she's a longtime member of the San Francisco Mime Troupe collective. But her story goes back to her parents' migration to the US from Japan after World War II. Keiko's dad got a Fulbright scholarship to come to this country. He studied medicine. Her mom came to visit the US for one year, but in that time, met Keiko's dad at a Japan Society picnic in Cambridge, Massachusetts. Two weeks after they met, her dad proposed, and roughly a year later, they had their first child—Keiko, named thusly because she was conceived on Cape Cod. Because her dad was doing his residency in Boston, Keiko was born in Cambridge, just across the Charles River. She spent the first 15 years of her life in the Boston area, frequently going to protests of the war in Vietnam with her parents. Keiko also attended "Burn Your Bra" rallies in Harvard Square. Her family comprised the only Asians in Lexington, where they lived. Keiko and her sister were the only Japanese school kids in the district. Perhaps because of that dubious distinction, reporters approached Keiko when she was very young to ask her what she thought of the US war in Vietnam. On the other hand, there were white Americans who welcomed Keiko and her family. Her mom had a sponsor, an American woman who had been a journalist in Japan during WWII. And her dad came here on a Fulbright scholarship, after all. Both had plans to return to their home country, but meeting and considering that Japan was still something of a war-torn country, they decided to settle in Massachusetts. Before they knew it, they had three daughters. We shift the conversation to talk about Keiko and her sisters and their sibling relationships. Keiko sees the demands from her parents on her, as the oldest child, being the highest. Going younger in age among her sisters, the demands lessen. I know this all too well, being the youngest of three boys myself. Keiko and her youngest sister didn't get along when they were young. Maybe it was the seven-year gap in age. But through the experience of Keiko caring for her aging and dying parents, and then losing their middle sister after their parents' passing, the two became and remain close as adults. Midway through her time in high school, Keiko's dad moved his family from the Boston area to Iowa. There was a job opportunity there, but the main reason to leave went back to racism. Her dad didn't feel that he was appreciated at the Boston area hospital where he worked. Going from afternoons in Harvard Square to her parents' new house amid corn fields and barns was a shock, to put it mildly. Keiko also had to say goodbye to her boyfriend back home, which, at 15, was of course devastating. In her new city, the only place Keiko felt comfortable and welcomed was in high school band. She'd been playing flute for some time and wanted to go on to study music in college. There were no Asian grocery stores in Iowa City at the time. Keiko's parents helped to open the first of those. Later, folks from Vietnam, Korea, and some Southeast Asian countries arrived. And when they got there, there were food shopping options available to them. Keiko graduated high school a year early and went to the University of Iowa. Fueled by a desire to escape a cruel world in school, she also started taking college-level courses before graduating high school. The university gave Keiko a full music scholarship to study there, in fact. For fun, she took an acting class amid her music studies at UI. That acting class flipped a switch for Keiko. It felt more like what she wanted to do, more than music did. Eventually, she changed her major to interdisciplinary arts, which freed her up to take classes like dance and creative writing. I take us on a sidebar here, mentioning that I believe it's more important to find something you enjoy doing than it is being quote/unquote good at it. Then Keiko shares the story of how she transported herself from the corn fields of Iowa to the best city in the world—San Francisco. It involves a theater company in Canada. Keiko had married her clown teacher while still in college. He was Canadian, and the theater company called for him. But he wasn't home and so they asked about her. They told her they didn't like to separate couples, so they invited both of them to join. Keiko and her now-ex met this horse-drawn theater company in the middle of its tour (where else?) in California. For the next year-and-a-half, she and her husband traveled with this theater company doing shows of a political nature, mostly around climate issues. That caravan stage company ended up staying in the Bay Area. For Keiko, the thought of returning to Iowa to finish her master's program, especially in the winter, was not attractive at all. She got a job here as an actor in a children's theater company and decided to stay in The City. In 1986, the San Francisco Mime Troupe held auditions for The Dragon Lady's Revenge. Keiko tried out and joined the collective that year. Check back tomorrow for Part 2 of our SF Mime Troupe episode. In it, you'll meet Keiko's friend and fellow collective member Michael Gene Sullivan. We recorded this podcast at the SF Mime Troupe studio in the The Mission in June 2026. Photography by Marcella Sanchez

Silicon Bites SW26-218 | 2026-06-25 | We Haven't Started Yet. The empty-threat doctrine: Putin reaches for Istanbul 2022, and his ministers promise the "real" war – claiming once more that Russia “has only just started' fighting – a claim that is getting hollower and more absurd by the day — while Moscow's own refinery burns and there is no hidden gear left to find.On the morning of 18 June, the largest drone raid of the entire war hit Moscow. Black smoke over the southern skyline. Soot raining onto the streets. The Kapotnya refinery — the plant that supplies roughly a third of the capital's fuel — on fire for the second time in a week. Vladimir Putin was 700 kilometres away in Kazan, smiling for the cameras at a summit with Southeast Asian leaders. He said nothing about the smoke.----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.org----------SOURCES:----------

In this Mission Matters episode, Adam Torres interviews Jesrina Arshad, Founder & CEO of PurelyB, about her journey from digital marketing executive to wellness entrepreneur. Jesrina discusses overcoming chronic health challenges, building a wellness movement rooted in ancestral Southeast Asian healing traditions, and growing PurelyB into a mission-driven brand focused on improving lives through natural health solutions. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

New York City hotels, while expensive, often are much smaller and simpler than travelers expect. While you won't spend much time in your hotel, it's important to understand what your room and hotel experience will entail in NYC.In this episode, we'll cover:Average hotel pricesTaxes & fees to be aware ofRoom size & what to expect for (the lack of) amenitiesThe Airbnb situationPro tips to maximize your NYC hotel experience1. The Price of a Bed in NYCAverage Range: $250–$400 depending on neighborhood (Times Square = highest)Budget [think hostel-style] ($115 +) vs. mid-range ($225+) vs. luxury ($500+++)Weekdays (cheaper) vs. weekends, and seasonal swings matter (Jan & Feb are often the cheapest time)2. Taxes & Fees: The Hidden CostBase rate is never what you pay — 14.75% in combined state/city taxes + $3.50/night flat feesReal-world example: one traveler's fees came to 29% of their room costEven the fees get taxed on top of each otherPro tip: always check the total before booking, not just the nightly rateSome hotels add in resort fees, mandatory daily fees for food/drink, etc.3. Room Size & What to ExpectNYC rooms average ~300 sq ft — and that includes the bathroom and closetsMicro-hotels can go as small as 60 sq ftElevator overload is real — older buildings, high occupancy, long waitsWhat you won't find: microwaves, pools, hot tubs (rare exceptions exist), very small mini fridges (or none at all)4. The Airbnb SituationLocal Law 18 (Sept 2023) essentially banned short-term rentals — listings dropped from 22,000 to under 7,000 overnightSide effect: hotel prices went up ~6–7% as a resultVisitors coming from other cities expecting Airbnb as a budget option will be caught off guard5. Tips for Doing It RightBag storage: hotels will hold your luggage for free, tip the porterSkip hotel breakfast — go get a bagel or hit a dinerPools and hot tubs exist but are the exception, not the ruleBook at least a month out for better pricingYou'll Have to Check It Out - Pig and KhaoAt Pig and Khao on the Upper West Side, their head chef Leah Cohen pays homage to her Filipino upbringing with a variety of Southeast Asian dishes and flavors.The portions, as part of their family-style meal, are MASSIVE. And the vibes are laid-back, perfect.

A special crossover episode of Cybersecurity Today and Hashtag Trending for June 19, 2026. The U.S. Cybersecurity and Infrastructure Security Agency (CISA) has issued an urgent warning after security researchers uncovered the FortiBleed dataset, exposing credentials tied to approximately 74,000 Fortinet firewall and SSL VPN devices across 194 countries. Researchers found the data on an exposed threat actor server containing attack tools, victim databases, logs, and thousands of verified usernames and passwords. Analysts report that tens of thousands of those credentials may still be active. Host Jim Love breaks down: • What FortiBleed is and how it was discovered • Why this affects roughly half of all internet-facing Fortinet devices • What CISA and Fortinet are telling organizations to do immediately • The potential risks of credential reuse and lateral movement attacks • Practical steps security teams should take right now The episode also includes an interview with Mike Sweeney of Silent Push on major international efforts targeting Southeast Asian scam compounds and criminal infrastructure during Operation Disruption Week. If your organization uses Fortinet firewalls, FortiGate appliances, or SSL VPNs, this is an episode you should not miss. #Cybersecurity #Fortinet #FortiBleed #CISA #CybersecurityToday #HashtagTrending #FortiGate #ThreatIntelligence #DataBreach #InfoSec

Crypto scams and how to protect yourself with Chainalysis' Eric Jardine. Eric Jardine, Head of Research at Chainalysis, joins Gen C to break down their latest crypto crime report and the staggering numbers of nearly $17 billion stolen in scams in 2025 alone. Eric explains how AI has changed the scam equation by allowing bad actors to hit massive scale without sacrificing quality, why the people executing scams in Southeast Asian compounds are often trafficking victims themselves, and why crypto's measurability is actually an argument in its favor and not against it. Links mentioned from the podcast: Chainalysis Website: https://www.chainalysis.com/ Crypto Crime Report: https://www.chainalysis.com/reports/crypto-crime-2026/ Timecodes: 0:00 Intro 0:40 Sam's intro: crypto crime by the numbers 1:44 Welcome Eric Jardine, Chainalysis 2:34 $17B+ stolen in crypto scams (2025) 2:55 Why are scams growing? Bull markets & victim pools 4:19 Impersonation scams up 1400% YoY 5:10 How impersonation scams work (IRS, Coinbase, deepfakes) 6:53 E-ZPass smishing — crypto settlement demands 8:24 Scam-as-a-service: $500 spoofed government websites 10:24 AI as a productivity boost for criminals 11:58 DPRK (Lazarus Group) vs. Southeast Asia scam compounds 13:57 Human trafficking & forced labor in scam operations 17:37 How to protect yourself 20:09 Jurisdictional challenges & enforcement gaps 21:45 Silk Road anniversary & crypto's illicit narrative 23:04 Is crypto actually worse than cash for crime? 25:13 Enforcement wins: 61K BTC recovered, $15B forfeiture 26:13 Closing Remarks - "Gen C" features host Sam Ewen. Executive produced by Uyen Truong.

Welcome to Season 6, Episode 24! Our guest today is Lian Cheun, the Executive Director of the impactful group Khmer Girls in Action. A 1.5 generation refugee from Cambodia, Lian grew up in the Bay Area and has spent more than two decades organizing Cambodian and Southeast Asian youth in Long Beach. Lian along with Khmer Girls in Action turn grassroots activism into real policy change, where youth leaders became part of Long Beach's participatory budgeting process, even helping decide how public funds are spent. Lian has worked with a variety of groups like the Migrant Forum in Asia, the Movement Activist Apprenticeship Program (MAAP) at the Center for Third World Organizing (CTWO), and President Obama's Advisory Commission on Asian Americans and Pacific Islanders. Khmer Girls in Action has been and continues to be a political home as well as a safe and brave space to build youth and community power in order to win racial, gender and economic justice… and, they're led by Southeast Asian women and youth! From refugee camp to prestigious award winner Lian has had a remarkable journey. To learn more about their work, volunteer, or support them, you can visit their website kgalb.org, donate by clicking on the donate link, or follow them on instagram @investinyouthlb. If you like what we do, please share, follow, and like us in your podcast directory of choice or on Instagram @AAHistory101. For previous episodes and resources, please visit our site at https://asianamericanhistory101.libsyn.com or our links at http://castpie.com/AAHistory101. If you have any questions, comments or suggestions, email us at info@aahistory101.com.

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:29 - How Sea Limited was founded 00:06:35 - Which business units belong to Sea Limited 00:10:37 - How a gaming business is funding Shopee and Monee 00:16:55 - How Monee compared to Mercado Libre's Mercado Pago 00:40:22 - Why Shopee has become the largest e-commerce company in SEA 01:13:45 - How Sea Limited's moat looks like 01:22:47 - Why Sea Limited is so strong in Brazil 01:28:58 - Whether Shawn and Daniel add SE to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠. Norges Bank ⁠Interview with SE CEO⁠. Jimmy's Journal⁠'s ⁠Article on SEA⁠. RS Capital ⁠Deep Dive on SEA⁠. Hayden Capital ⁠Interview with Drew Cohen⁠. Hayden Capital ⁠Shareholder Letter⁠. Previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Follow Shawn on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Peter Mauch explains that as War Minister, Tojo—nicknamed "The Razor"—instilled iron discipline within the fractious Japanese army to earn the Emperor's favor. He consolidated political power by centralizing military communication and cashiering insubordinate officers. Meanwhile, Japan eyed the defenseless Southeast Asian colonies of European powers, determined not to "miss the bus." (12/16)1943

SCHEDULE JOHN BATCHELOR SHOW, 5-21-2026.1943 USA INFORMATION WAR.Anatol Lieven discusses the resignation of Latvia's Prime Minister following air defense failures. Ukrainian drones targeting Russia have been transiting Baltic airspace, leading to Russian threats of retaliation. Lieven explores the risk of unintended escalation between NATO and Russia amidst suspicions of Baltic-Ukrainian cooperation regarding these drone flight paths. (1/16)Following meetings in Beijing, Vladimir Putin seeks to finalize a gas pipeline to China to offset lost European markets. Anatol Lieven notes that while trade in dual-use technology grows, China remains cautious about full military escalation. Russia's involvement in the Iran and Ukraine wars complicates its position, as it lacks spare weaponry for Iran. (2/16)Russia has resumed military cargo shipments to Syria for the first time since the al-Sharaa government took power. Ahmad Sharawi explains that President al-Sharaa is balancing relations with Russia, Turkey, and Ukraine to rebuild his military. Tensions remain regarding the integration of foreign jihadist groups, such as al-Qaeda affiliates, into the new Syrian army. (3/16)Mary Anastasia O'Grady reports that the U.S. has imposed sanctions on GAESA, a shadowy military-controlled conglomerate dominating 70% of Cuba's economy. The company manages retail, ports, and foreign currency, including billions allegedly gained through human trafficking of medical personnel. These financial restrictions aim to pressure the regime toward democratic transition and have already impacted foreign investors. (4/16)Evan Ellis reports that Bolivia faces nationwide protests and blockades over austerity measures and fuel shortages. President Rodrigo Paz attempts reconciliation, but former President Evo Morales is accused of destabilizing the government to avoid child trafficking prosecution. While La Paz faces resource shortages, the eastern lowlands remain calm, highlighting a deep regional and political divide. (5/16)Evan Ellis characterizes protests in Bolivia as an organized "coup in motion" funded by coca growers' unions. Figures like Evo Morales and rivals within the government benefit from dismantling reforms. The instability threatens counter-drug efforts and allows criminal organizations to flourish while the government struggles to maintain order amidst resource blockades. (6/16)Evan Ellis reports that the U.S. Justice Department has indicted 94-year-old Raul Castro for the 1996 murder of "Brothers to the Rescue" pilots. The indictment serves as leverage in transition negotiations. Meanwhile, Russia and China pledge support to Cuba, and the arrival of a U.S. aircraft carrier signals a potential shift toward selective military pressure. (7/16)Evan Ellis reports that Venezuela has surrendered Alex Saab, Nicolas Maduro's former bagman, to the U.S. for prosecution. Saab possesses critical information on illicit financial flows involving Iran, Cuba, and Colombia. Delcy Rodriguez's decision to extradite him suggests a complex internal power play to appease Washington while eliminating her own political rivals. (8/16)Peter Mauch explores the early life of Hideki Tojo, focusing on his failed 1945 suicide attempt and the military code prohibiting the disgrace of surrender. Born into a samurai-descended family, Tojo's ambitions were fueled by the perceived mistreatment of his father by a cronyist military system, leading him to excel academically. (9/16)Peter Mauch explains that during the 1930s, the Japanese army split into the "Imperial Way" and "Control" factions. The Imperial Way prioritized morale and the Emperor, while Tojo's Control faction advocated for "total war" preparation involving all state resources. This rivalry turned murderous, culminating in assassinations and coup attempts against the civilian government. (10/16)Peter Mauch explains that in 1937, the Marco Polo Bridge incident sparked conflict between Japan and China. While Tokyo sought de-escalation, the Kwantung Army, including Tojo, pushed for escalation and conquest. Chiang Kai-shek's refusal to surrender drew the Japanese military into a "quicksand" interior, creating an inescapable and draining quagmire for the army. (11/16)Peter Mauch explains that as War Minister, Tojo—nicknamed "The Razor"—instilled iron discipline within the fractious Japanese army to earn the Emperor's favor. He consolidated political power by centralizing military communication and cashiering insubordinate officers. Meanwhile, Japan eyed the defenseless Southeast Asian colonies of European powers, determined not to "miss the bus." (12/16)Veronique de Rugy argues that tariffs function as taxes paid by Americans, with costs passing to consumers at a 96% rate. Despite promises to revive manufacturing, employment in that sector has continued to decline. The policy is described as a "catastrophe" resulting in billions in unconstitutional levies that require federal refunds. (13/16)Sadanand Dhume reports that the BJP's landslide victory in West Bengal marks a significant defeat for longtime leader Mamata Banerjee. Her neglect of the economy and corruption allegations led to her ouster. This victory signals Narendra Modi's regained political strength, cracking opposition bastions and positioning India as a vital alternative in global supply chains. (14/16)Anatoly Zak reports that despite sanctions and corruption scandals, Russia successfully launched the Soyuz-5 rocket, a joint project with Kazakhstan designed to replace Ukrainian technology. While international commercial prospects have vanished, Russia is pivoting toward domestic military payloads. Development continues on the Angara family of rockets, though the program faces significant spacecraft production delays. (15/16)Anatoly Zak reports that Russia has successfully tested the Sarmat, a heavy liquid-propellant ICBM designed to target the United States. Capable of carrying up to 20 maneuverable warheads, it replaces the Ukrainian-built "Satan" missile. While technologically complex and using toxic propellants, it represents Russia's commitment to maintaining a formidable strategic nuclear deterrent. (16/16)Notes: corrected "Akmed Sharawari" → Ahmad Sharawi; "Alshara" → al-Sharaa (Syrian president). Flag if you prefer alternate transliterations.

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:36 - How Sea Limited was founded 00:06:39 - Which business units belong to Sea Limited 00:11:48 - How a gaming business is funding Shopee and Monee 00:16:54 - How Monee compared to Mercado Libre's Mercado Pago 00:42:32 - Why Shopee has become the largest e-commerce company in SEA 01:19:22 - How Sea Limited's moat looks like 01:28:17 - Why Sea Limited is so strong in Brazil 01:34:22 - Whether Shawn and Daniel add SE to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠. Norges Bank Interview with SE CEO. Jimmy's Journal⁠'s Article on SEA. RS Capital Deep Dive on SEA. Hayden Capital Interview with Drew Cohen. Hayden Capital Shareholder Letter. Previous Intrinsic Value breakdowns: Mercado Libre, Coupang, Amazon. Follow Shawn on ⁠⁠⁠⁠X⁠⁠⁠⁠ and ⁠⁠⁠⁠Linkedin⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

3/16: Grant Newsham explores Prime Minister Sanae Takaichi's diplomatic mission to Vietnam and Australia to counter Chinese aggression. Takaichi is shifting Japan from purely economic influence toward a professional military posture. This approach is welcomed by Southeast Asian nations facing maritime bullying from China.

SCHEDULE THE JOHN BATCHELOR SHOW, 5-5-2026.1920 HONG KONG1/16: Liz Peek discusses the strong American economy, noting low unemployment and an AI-driven boom despite oil price spikes from the Iran war. While concerns about plummeted savings exist, record stock market highs and a robust labor market sustain growth. Peek also addresses political resistance to AI development.2/16: Liz Peek reflects on the successful American visit of King Charles III and Queen Camilla, noting the public's rehabilitated view of the royal couple. Despite past controversies, their visit reaffirmed the special relationship, and American affection for the British monarchy remains strong, reflected in high television ratings.3/16: Grant Newsham explores Prime Minister Sanae Takaichi's diplomatic mission to Vietnam and Australia to counter Chinese aggression. Takaichi is shifting Japan from purely economic influence toward a professional military posture. This approach is welcomed by Southeast Asian nations facing maritime bullying from China.4/16: Rich Goldberg outlines a "blockade plus" strategy to bankrupt the Iranian regime by cutting off oil and petrochemical revenues. This economic pressure aims to spark internal fractures and popular uprisings. Goldberg also advocates for expanding Middle Eastern pipeline infrastructure to bypass the Strait of Hormuz permanently.5/16: Ivana Stradner reports that Vladimir Putin is living in a bunker, fearing a coup as he loses on the battlefield. To maintain control, the Kremlin has implemented severe internet blackouts and banned Western social media. Stradnersuggests the West should provide Russians with more VPN systems.6/16: Ivana Stradner discusses how American jazz symbolizes freedom and individualism, making it a threat to repressive regimes. Historically used as a "non-nuclear weapon" during the Cold War, jazz's improvisational nature counters state propaganda. She argues the U.S. should revitalize this tool to reach those lacking freedom.7/16: Hussein Abdul-Hussein introduces Ali al-Zaydi, a political newcomer nominated for Iraqi Prime Minister by the Shia coordination framework. Al-Zaydi, a wealthy contractor, follows a pattern where "no-ones" are chosen when powerful factions cannot agree. Iraqi voters are increasingly favoring patriots over pro-Iran candidates.8/16: Hussein Abdul-Hussein explains that the United States remains the biggest player in Iraq, wielding significant influence over leadership choices and economic policy. Washington is currently pushing to move Iraq from a cash-based to a digital economy to prevent Iran from siphoning funds and to ensure financial transparency.9/16: Gregory Copley highlights a major defense contract between Japan and Australia, involving the sale of Mogami-class frigates. The two nations are cooperating to bypass China's monopoly on rare earth processing and energy supply chains. This partnership builds on a long history of strategic trade.10/16: Gregory Copley examines the instability of Mali, Niger, and Burkina Faso after their withdrawal from ECOWAS. The region faces increasing jihadist threats and government paranoia regarding French interference. Meanwhile, Chinese influence in Africa is weakening as Russia's African Corps remains active but limited.11/16: Gregory Copley reports that Iran is effectively under a military government led by General Vahidi, as Ayatollah Khamenei remains incapacitated. Simultaneously, China's Xi Jinping faces internal strife and energy shortages, while India maintains a strategic, non-aligned posture between the United States, Russia, and the People's Republic of China.12/16: King Charles III visited the United States and Bermuda, receiving bipartisan acclaim in Congress for his defense of constitutional checks and balances. Despite health concerns, the King successfully revitalized the special relationship and was lauded by a Bermuda rabbi for his family's historical protection of Jews. Gregory Copley reports.13/16: Thaddeus McCotter analyzes how high gasoline prices and economic disruptions from the Iran conflict influence midterm elections. He notes that while minority parties usually have messaging advantages, the lack of clear strategic military objectives and persistent inflation create significant uncertainty for American voters and global markets.14/16: Thaddeus McCotter argues that while Wall Street performs well, the average worker remains anxious about healthcare, interest rates, and student loans. He describes the current economy as fragile and warns that failing to address these underlying domestic anxieties could lead to political repercussions during the midterm elections.15/16: Jack Burnham details the rare extradition and indictment of a Chinese national, Mr. U, for state-sponsored hacking. Operating under "Silk Typhoon," the group targeted American COVID-19 research. This operation demonstrates China's strategy of using private actors to steal scientific excellence and prepare the digital battlefield.16/16: Jack Burnham discusses how Chinese commercial satellite firms provide the IRGC with high-resolution imagery to direct attacks against American assets. He differentiates this from the state-led surveillance of the Chinese balloon incident over U.S. missile silos, emphasizing China's broad campaign to disrupt American societal morale.