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-It's the eve of college football's return…when we are on air tomorrow, there will be FOOTBALL THAT NIGHTAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-It's the eve of college football's return…when we are on air tomorrow, there will be FOOTBALL THAT NIGHTAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Deshaun Watson wins the Browns' starting QB job---for now---and already has issued an apology to the fans!Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts from Week 2 of preseason and the last weekend with out college football…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on last night's NFL games and Jake's Dolphins play for the 2 nd time this preseason tomorrow vs. the Giants…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-2 NFL preseason games tonight….Raiders/Texans (7pm, ESPN); and 49ers/Chargers (9pm, NFL Network)…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-College football returns in 8 days in the FCS…we're almost there, everyone!Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on what Sip will be curious about asking at today's media availability…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Update on Week 1 of the NFL preseason….Emmett Johnson looked good for the Chiefs…what else?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-There's a variety of NFL preseason games tonight as we really get underway in the slate….who is watching?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Kyler Murray wins the starting job with the Minnesota Vikings….making the first-round pick of JJ McCarthy look even worse by the day…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on today's open practice to media for Husker football…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on Matt Rhule's podium session from Saturday and what's ahead in Fall Camp this week..Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Sip is headed to practice tomorrow to hear from Husker football players/coaches…what's his plan of attack?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Reminder…NFL Football returns TONIGHT…Panthers/Cardinals in the NFL Hall of Fame Game in Canton, Ohio…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on yesterday's press conference with Huskers ahead of Fall camp starting TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Update on MLB Trade Deadline and why are the Royals so bad at operating a franchise..Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on Day 1 of Fall camp and anything from NFL Training Camp…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Don't sorry I put two ChinaTalk Records songs at the end! their show notes: On this episode of The Spillover, Sebastian Mallaby sits down with Jordan Schneider of ChinaTalk to unpack a frantic month in artificial intelligence. The conversation turns on whether the U.S. can actually “win” the AI race, with Schneider arguing that the most durable competitive edge will come from compute rather than model quality. The two debate China's open-weight model strategy as a commercial weapon and question whether it will be possible to sufficiently harden systems against threats like cyberattacks and AI-designed bioweapons. Anthropic's Mythos model has led the Trump administration to take an AI-safety U-turn. Mallaby notes that as late as March 2026, “if you had said to the Trump administration that they would be trying to suppress an American AI model, decelerate the progress in the name of safety, they would have said, ‘You're nuts.'” Schneider notes that a similar shift has not yet arrived in China. AI models are now escaping their sandbox and raising false alarms about foreign hackers. In remarking on OpenAI's models hacking AI company Hugging Face, Schneider comments, “They think it's the Chinese. . . . And they're freaking out. They're calling the FBI.” For Schneider, the episode is a warning that “we've really crossed a threshold with these models,” which now have “the potential to do really dramatic harm just on their own, because we like can't even physically watch them.” The real AI scoreboard is compute, not model quality. Schneider argues that there is too much of a focus on the gap between Chinese and Western frontier models. Mallaby adds, “In other words, I shouldn't be asking about how far is China behind in terms of the quality of model. It's more a question of like, how much can China deliver the AI to users within China, given their lack of computational resources?” China's open-weight models are a weapon without a business model. Mallaby frames Chinese open-weight as a “counterweapon”—good-enough models pushed out cheaply to erode the economics of U.S. frontier labs. Schneider notes that DeepSeek's CTO is pitching investors a Manhattan Project-like vision in which profits should take a back seat to the pursuit of AGI. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't sorry I put two ChinaTalk Records songs at the end! their show notes: On this episode of The Spillover, Sebastian Mallaby sits down with Jordan Schneider of ChinaTalk to unpack a frantic month in artificial intelligence. The conversation turns on whether the U.S. can actually “win” the AI race, with Schneider arguing that the most durable competitive edge will come from compute rather than model quality. The two debate China's open-weight model strategy as a commercial weapon and question whether it will be possible to sufficiently harden systems against threats like cyberattacks and AI-designed bioweapons. Anthropic's Mythos model has led the Trump administration to take an AI-safety U-turn. Mallaby notes that as late as March 2026, “if you had said to the Trump administration that they would be trying to suppress an American AI model, decelerate the progress in the name of safety, they would have said, ‘You're nuts.'” Schneider notes that a similar shift has not yet arrived in China. AI models are now escaping their sandbox and raising false alarms about foreign hackers. In remarking on OpenAI's models hacking AI company Hugging Face, Schneider comments, “They think it's the Chinese. . . . And they're freaking out. They're calling the FBI.” For Schneider, the episode is a warning that “we've really crossed a threshold with these models,” which now have “the potential to do really dramatic harm just on their own, because we like can't even physically watch them.” The real AI scoreboard is compute, not model quality. Schneider argues that there is too much of a focus on the gap between Chinese and Western frontier models. Mallaby adds, “In other words, I shouldn't be asking about how far is China behind in terms of the quality of model. It's more a question of like, how much can China deliver the AI to users within China, given their lack of computational resources?” China's open-weight models are a weapon without a business model. Mallaby frames Chinese open-weight as a “counterweapon”—good-enough models pushed out cheaply to erode the economics of U.S. frontier labs. Schneider notes that DeepSeek's CTO is pitching investors a Manhattan Project-like vision in which profits should take a back seat to the pursuit of AGI. Learn more about your ad choices. Visit megaphone.fm/adchoices
-Final thoughts on Media Days and our favorite moments of what we heard and saw…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Find us at www.crisisinvesting.com Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan's The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain's small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci's Senate testimony, Rand Paul's questioning, Biden's blanket pardon, and allegations of profiteering and lack of accountability. They then review controversy around Nolan's film The Odyssey, arguing DEI casting choices may have been used subversively while still praising parts of the movie. They also cover U.S. border-device searches and debate whether expanding conflicts around Iran, attacks on energy infrastructure, and U.S. involvement indicate a slide toward World War III, including nuclear or cyber escalation. 00:00 Ceuta Migrant Surge 02:24 Can Spain Stop It 04:40 History and Parallels 09:06 Was It Organized 12:36 Spillover to US Politics 14:10 Fauci Senate Showdown 18:38 Nolan Odyssey DEI Debate 27:03 TSA Phone Wipe Case 28:40 Iran Conflict World War Risk 36:15 Wrap Up and Listener Questions
Find us at www.crisisinvesting.com Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan's The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain's small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci's Senate testimony, Rand Paul's questioning, Biden's blanket pardon, and allegations of profiteering and lack of accountability. They then review controversy around Nolan's film The Odyssey, arguing DEI casting choices may have been used subversively while still praising parts of the movie. They also cover U.S. border-device searches and debate whether expanding conflicts around Iran, attacks on energy infrastructure, and U.S. involvement indicate a slide toward World War III, including nuclear or cyber escalation. 00:00 Ceuta Migrant Surge 02:24 Can Spain Stop It 04:40 History and Parallels 09:06 Was It Organized 12:36 Spillover to US Politics 14:10 Fauci Senate Showdown 18:38 Nolan Odyssey DEI Debate 27:03 TSA Phone Wipe Case 28:40 Iran Conflict World War Risk 36:15 Wrap Up and Listener Questions
-Final thoughts on today's final day of B1G Media Days and anything that's popped up from Chicago since yesterday…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on Day 2 ahead of Media Days and Sip's travels to Chicago…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on Day 1 of Big Ten Media Days ahead….and Jake's travels to get out thereAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-A 21 year old won yesterday on the PGA Tour (Jackson Koivun)---and beat Scottie Scheffler to do so. UnrealAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on the weekend ahead and Jake's Pistol golf tournament this weekend with Seth in Beatrice…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on today's final day of SEC Media Days and anything that's popped up from Tampa since yesterday…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-The Spillover (Sponsored by Raising Cane's) Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on Day 2 of SEC Media Days today….Auburn, Georgia, Vanderbilt and South Carolina talk today…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-The Spillover Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Spillover (Sponsored by Raising Cane's) Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-The Spillover Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Spillover (Sponsored by Raising Cane's) Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-All-Star game tonight, FIFA World Cup semifinal action, Lincoln Challenger tennis---and free tickets for Saltdogs' All-Star GameAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Lincoln Challenger tennis tournament started yesterday and rolls on through Sunday…pro tennis on the scene…we head there nextAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on a day that was with Luke Gifford and what to watch for this weekend…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-FIFA World Cup update….and Jac Caglianone is headed to the Home Run Derby in the All Star GameAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Philip Blancato, CEO of Ladenburg Thalmann Asset Management, argues the U.S. economy remains resilient, supported by strong corporate earnings and continued AI-driven investment. He highlights opportunities in small caps, municipal bonds, commodities, and industrial companies benefiting from the broader spillover effects of AI spending, while making the case for a long-term materials super cycle.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
-Saltdogs tickets for tonight vs. Gary Southshore Railcats…andAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-You know what else is today in the world? Running of the Bulls in Pamplona, Spain…will any of the Stool ever do it?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on USA/Belgium tonight at 7pm on FOX in the Round of 16 in the World Cup….from SeattleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-Final thoughts on the 4 th of July weekend ahead…Happy 250 th Birthday, America!!Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The breakneck pace of AI progress and the intensity of the competition for AI supremacy has left U.S. policymakers in a difficult position. They must encourage the innovation needed to ensure an advantage over China and to power economic growth; protect against a national security catastrophe; and assuage the concerns of an anxious and skeptical public. Sebastian Mallaby calls this the “AI trilemma” in his most recent essay for Foreign Affairs. And he argues that it requires more than the piecemeal measures currently on offer in Washington—or, for that matter, in Beijing or Brussels. Mallaby is a fellow at the Council on Foreign Relations and the host of a new podcast called The Spillover, as well as the author of The Infinity Machine, an excellent new book about the founding of the AI lab DeepMind. Dan Kurtz-Phelan spoke with him on June 24 about the state of AI competition, about the stakes of that competition, and about how its course will reshape societies, economies, and global politics. You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.
-Sponsored by Raising Cane's Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-USA/Bosnia tonight at 7pm in the Round of 32 in the World Cup…will the Stool be watching?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-NBA Free Agency starts today…will Sip be getting lots of texts from Alex about all the signings?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-USA soccer advances to the Round of 32…they'll play Bosnia and Herzegovina on Wednesday at 7pm in Santa ClaraAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
-The SpilloverAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy