Podcasts about Supply

Agrippa's Brilliant Attack on Methone: Colleague Barry Strauss details the logistical maneuvers preceding Actium, noting Antony's defensive posture in western Greece, with Agrippa executing a brilliant surprise attack on Methone, a key supply base, crippling Antony's supply lines; this amphibious raid forces Antony to shift focus to the north, setting the stage for battle.

The Donald Trump administration revealed the US empire's new plan for global dominance in the 2025 National Security Strategy. The goal is to impose hegemony in the Western Hemisphere, reviving the colonial Monroe Doctrine, to move supply chains out of Asia and bring manufacturing into Latin America via "nearshoring", in order to economically decouple from China and prepare for conflict in Cold War Two. Ben Norton analyzes the important document. VIDEO: https://www.youtube.com/watch?v=idkurWogst8 Topics 0:00 Summary of US National Security Strategy 2:45 US economic dependency on China 5:25 USA loses China war games 6:45 Why Trump targets Latin America 7:41 Marco Rubio, war hawk 9:34 (CLIP) Marco Rubio on China "threat" 10:17 Main goals of Trump's foreign policy 10:35 Improve Russia relations 11:30 Brief summary of US strategy 12:01 Western media misunderstands report 13:24 Whitewashing US imperialism 14:45 Obama's pivot to Asia 15:18 Asia is 1/2 of global economy 16:05 Hillary Clinton's "Russia reset" 16:34 Second Cold War aims at China 17:38 Main goals of US foreign policy 21:29 First target: Latin America 23:13 Second target: China 24:37 US dollar dominance 25:47 (CLIP) Trump threatens BRICS 26:16 Weaponizing technology 26:44 Natural resources in Americas 27:27 Hypocritical buzzwords 29:38 Culture war 32:00 Regions targeted by US empire 32:22 Colonial Monroe Doctrine 33:51 "Enlisting" US vassals 35:30 Nearshoring manufacturing 37:58 Militarizing Latin America 39:04 USA threatens countries 40:30 Natural resources 41:30 "US must be preeminent" 41:55 Cutting off Chinese technology 42:58 Goal: "an American-led world" 43:59 US government serves corporations 45:51 Strategy in "Indo-Pacific" region 46:21 Criticizing China's independence 47:17 Pacific: 21st century's "battleground" 47:52 Asia is half of world GDP (PPP) 49:08 Decline of Western hegemony 51:04 Supply chains 51:31 Economic war 52:21 India 55:12 Japan, South Korea, Australia 57:22 Dollar as global reserve currency 57:45 Taiwan 1:01:28 Europe 1:02:20 Russia 1:03:15 EU as captive US market 1:04:47 West Asia (Middle East) 1:05:18 Oil and natural gas 1:06:19 Israel 1:06:56 Africa 1:08:15 Conclusion 1:08:49 Outro

Peter Krauth, author of the book The Silver Bull and publisher of the Silver Stock Investor, weighs in on the recent price action in the silver and explains that the physical silver market remains very tight and more.

Natasha Kaneva and team share J.P. Morgan's 2026 Global Commodities Outlook. Commodity prices have experienced repeated and highly synchronized cycles across various markets over the past 50 years, with these fluctuations closely tied to global economic trends through shifts in demand. This co-movement broke down in 2024, as energy prices reset lower while metals prices surged, marking the emergence of a new commodity regime, driven by divergent supply dynamics.  Looking ahead to 2026 this deviation is expected to continue as supply-constrained metals continue to beat glutted energy.   Speakers:   Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research Otar Dgebuadze, Natural Gas Research   This podcast was recorded on December 5, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5143468-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Supply chains are becoming the new frontlines of geopolitics.

What can you learn about budgeting from Santa's Holiday preparation?   What lessons do the holiday bring? On this week's episode of The Crushing Debt Podcast, Shawn & George talk about: Overhead costs Supply chain issues Labor force issues North Pole budgeting Budgeting among multiple celebrations Gift-giving expectations Holiday season cash-flow We hope you had an amazing Thanksgiving break and a great holiday season. For Thanksgiving, it would mean a lot to us for you to please share this episode with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

In this episode of the Supply Chain Career Catalyst series, we break down one of the most overlooked stages of the job search journey – offer evaluation and negotiation. Supply chain professionals often focus on interviewing well, but far fewer know how to assess the true quality of an opportunity, uncover red flags, and negotiate with confidence.Rodney Apple, Chris Gaffney, and Mike Ogle walk through the deeper questions most candidates never ask about culture, leadership, resources, stability, and long-term career impact. You'll learn how to evaluate the full offer package beyond salary, understand your leverage, and approach negotiation in a professional and strategic way.Whether you're early in your supply chain career or preparing for an executive move, this episode gives you a practical framework to make smarter, more intentional career decisions.Brought to you by the Supply Chain Recruiters at SCM Talent Group, the industry leader in end-to-end supply chain recruiting and executive search.Need help hiring top talent? Engage SCM Talent Group, a supply chain recruiting & executive search firm that specializes in your hiring needs: Continuous Improvement Engineering Inventory Planning Logistics & Transportation Manufacturing Operations Robotics Sales & Business Development S&OP Strategic Sourcing & Procurement Supply Chain Management Technology & Automation Warehousing

UPS is currently stuck between dropping parcel rates, rising union leverage, and stiff competition from their peers. Unlike their peers, UPS is unionized (part of the Teamsters), adding additional complexity and bottom-line pressure. Not one to give up after 120 years in business, UPS has been looking for creative ways to make ends meet without disappointing the public. They created a massive buyout opportunity for drivers and have been working with gig drivers to handle spikes in seasonal volume without paying expensive overtime. Both strategies are saving them money, but running afoul of the Teamsters in the process. In this episode of the Art of Supply podcast, Kelly Barner looks at UPS's challenges and the creative options they are trying in response: Leveraging gig drivers while warning against the danger of a loosely-managed final mile Introducing automation where they can, shutting warehouses where they can't Working to maintain a premium delivery service in a world dominated by low-cost eCommerce volume Links: Negotiating the Big One: UPS and the Teamsters Labor Union Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

The Trump admin is reportedly preparing to hold a high-level meeting to decide whether to provide licenses to allow NVIDIA (NVDA) to export the H200 to China, according to FT.US President Trump said the meeting between Russian President Putin, Special Envoy Witkoff and Kushner was a reasonably good meeting and "we'll see what happens".Trump's aides and allies were said to be discussing the possibility of Treasury Secretary Bessent also leading the NEC, according to Bloomberg; Bond investors reportedly warned the US Treasury over picking NEC Director Hassett as Fed chair, according to FT.USD/JPY pared gains after hawkish BoJ sources via Reuters suggested the central bank is likely to raise interest rates in December.APAC stocks were mostly higher following the positive momentum from Wall Street; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with gains of 0.2% on Wednesday.Looking ahead, highlights include Swedish CPIF, EZ Retail Sales, US Challenger Layoffs, Jobless Claims, Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods, Factory Orders, Atlanta Fed GDP, BoE DMP. Speakers include BoEʼs Mann, ECBʼs Lane, Cipollone & de Guindos, Fedʼs Bowman. Supply from Spain, France & UK. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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Submit your question and we'll answer it in a future episode!Join our Patreon Community!https://www.patreon.com/badassbreastfeedingpodcastThis week's episode is also brought to you by Nursing Queen; stylish nursing clothes that will make your life easier and that you'll want to wear long after your nursing days are over. Use promo code BADASS for 10% off your purchase at www.nursingqueen.com.We have talked about breastfeeding schedules before, but not about pumpingschedules. When should you pump? For how long? What about returning towork? How does that fit into the pumping routine? These questions and more willbe answered today on the Badass Breastfeeding Podcast!If you are a new listener, we would love to hear from you.  Please consider leavingus a review on iTunes or sending us an email with your suggestions and commentsto badassbreastfeedingpodcast@gmail.com. You can also add your email to ourlist and have episodes sent right to your inbox!Things we talked about:Pacifier question [4:50]The questions around pumping schedules [8:05]Supply and demand system [10:00]Best time to pump [11:44]How long should you pump for? [16:45]Flanges [22:00]Going too long between pumps [23:41]The. Breast is not empty! [25:57]Milk volume when pumping [29:00]The basics to remember [30:50]Hands on pumping [34:06]Links to information we discussed or episodes you should check out!https://badassbreastfeedingpodcast.com/episode/balancing-breastfeeding-and-pumping/https://badassbreastfeedingpodcast.com/episode/pumping-myths/Set up your consultation with Diannehttps://badassbreastfeedingpodcast.com/consultations/Check out Dianne's blog here:https://diannecassidyconsulting.com/milklytheblog/Follow our Podcast:https://badassbreastfeedingpodcast.comHere is how you can connect with Dianne and Abby:AbbyTheuring ,https://www.thebadassbreastfeeder.comDianne Cassidy @diannecassidyibclc, http://www.diannecassidyconsulting.comMusic we use:Music: Levels of Greatness from We Used to Paint Stars in the Sky (2012)courtesy of Scott Holmes at freemusicarchive.org/music/Scott_Holmes

Supply chain planning is undergoing a profound shift in a landscape shaped by rising geopolitical pressure, accelerating disruption cycles, and unprecedented investment in AI. Organizations are being pushed to deliver growth while navigating higher volatility, tighter margins, and increased expectations for speed and adaptability.In this episode of Supply Chain Now, Scott Luton is joined by special guest host Mike Griswold, Vice President Analyst at Gartner, and Noha Samara, Senior Director, Global Supply Chain at Gartner. Noha draws on her cross-industry experience from manufacturing and consumer goods to high tech to explore how planners can better connect strategy, ecosystems, and technology to meet the demands of 2025 and beyond.Scott, Mike, and Noha unpack the four essentials for elevating planning performance: aligning planning strategy with business priorities, collaborating across extended supply networks, defining a precise and targeted role for AI, and equipping people with the skills and confidence to lead through change. They also spotlight insights from the Gartner Supply Chain Planning Summit, including the skills planners need, the expanding relevance of CPFR, and why the future of planning depends as much on talent and culture as it does on data and technology.Jump into the conversation:(00:00) Intro(02:43) Guest introduction: Noha Samara (04:20) Celebrating teachers and their impact (08:45) Noha's professional journey (13:23) Challenges and trends in supply chain planning (18:03) Best practices for 2026 supply chain planning (26:55) The evolution of CPFR and ecosystem collaboration (27:43) The impact of COVID-19 on supply chain visibility (30:39) Defining a deliberate role for AI in supply chain (37:17) The importance of people in supply chain transformation (43:08) Insights from the Supply Chain Planning Summit (48:37) Final thoughts and takeawaysResources:Connect with Noha Samara: https://www.linkedin.com/in/noha-samara-4864863/ Connect with Mike Griswold: https://www.linkedin.com/in/mike-griswold-6a68922/Learn more about Gartner: https://www.gartner.com/enConnect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Inside the Cargo Theft Surge: Insights...

After a year marked by early uncertainty and underperformance, the municipal bond market has rallied, offering investors attractive yields and renewed opportunity as 2025 draws to a close. In this episode, host John P. Bryson welcomes Adam for a timely discussion on what's driving performance in the municipal bond market. Adam shares his perspective on how supply dynamics, investor flows, and sector trends are shaping the market. He also discusses why entry points matter and how active management can add value in today's environment. Here's a sneak peek into the conversation: Why should investors have tax-free municipal bonds in their portfolio?Adam: Municipal bonds work well for investors who are looking for tax-free income. Adding stability to your portfolio using municipal bonds helps offset the volatility of equity holdings. Especially when it may seem like we're heading toward a slowdown, these instruments tend to perform slightly better than other fixed-income instruments. Municipal bonds help provide a long-term income stream for investors.What have been the major developments in the municipal bond market in 2025?Adam: We started the year with weak performance, with municipal bonds underperforming corporates and Treasuries. There was an excess supply, over and above what we saw in 2024. This was driven by delayed infrastructure projects, which finally got funded, and costs went up. In the past two to three months, flows have improved, and returns are looking solid. Supply and demand have lined up. We expect solid returns in November and December, with good flows and lower supply offering support. What are the biggest opportunities in the municipal bond market today?Adam: The municipal bond market is generally offering attractive yield levels currently. We like the intermediate to long space because the curve is steep and income is high, but we're avoid going too long due to volatility. Credit spreads within the municipal bond market have widened, so there's room for tightening. Lastly, we also see value in bonds subject to Alternative Minimum Tax, low-coupon bonds, and sectors like airports, which tend to issue at wider spreads and have strong fundamentals.

n this episode, Chris Gannon, co-founder of Bolay Fresh Bold Kitchen, shares his journey in the restaurant industry, influenced by his family's legacy in hospitality. He discusses the unique culinary experience Bolay offers, emphasizing health-conscious choices and community dining. The conversation explores the challenges of supply chain management, labor issues, and the importance of hospitality in creating memorable dining experiences. Gannon advocates for encouraging youth to join the hospitality industry, highlighting the valuable life skills it imparts. The episode concludes with a discussion on growth strategies, particularly the benefits of joint ventures over franchising.Takeaways Chris Gannon's background in hospitality stems from his family's legacy. Bolay focuses on nutritious, bold flavors from various cuisines. The restaurant industry is evolving towards healthier food options. Community dining and breaking bread together are essential for connection. Supply chain challenges are a significant concern for restaurants today. Hospitality is crucial for creating memorable dining experiences. Labor challenges and minimum wage increases impact restaurant operations. Encouraging youth to work in hospitality teaches valuable life skills. Joint ventures may offer more control than traditional franchising. The restaurant business thrives on teamwork and collaboration.

USD hit and US yield curve steeper as Trump referred to Hassett as the "potential" next Fed ChairAPAC stocks mixed, only partially sustaining the Wall St. handover, where the NQ outperformedEUR and GBP both edged higher, AUD shrugged off disappointing Q3 GDPCrude contained, Kremlin said talks with the US were constructive but are no closer to resolving the situationLooking ahead, highlights include EZ/UK/US Services/Composite PMI Final (Nov), Swiss CPI (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde & Lane, Supply from UK, Earnings from Salesforce, Snowflake, Dollar Tree, Macy's & Inditex.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, Beth Steele, Chief Operating Officer at Owensboro Health, talks about two pressures shaping surgical services today: rising supply costs and recruiting and keeping the best talent. She shares how an AI partnership with AssistIQ helped by capturing supplies with 99 percent accuracy, cutting nearly half of monthly product waste and removing manual documentation for nurses. Beth also outlines the practices that made the rollout successful, including early staff involvement, clear workflows and close coordination with the vendor and internal teams.This episode is sponsored by AssistIQ.

Cheryl Kilbourne-Kimpton and Tommy Boyer of Manhattan Wardrobe Supply/MWS Pro Beauty join Stephanie and Angela to talk about their thriving business, meeting on set, and how to relentlessly pursue an excellent customer experience. Cheryl Kilbourne-Kimpton and Tommy Boyer have worked in the film industry and created their store and online experience with all that expertise on their side. For those in New York, you can visit the store at 245 W 29th St, 8th floor; and their website is always open. Along with their insta, their YouTube page has great tutorials.Original Music by: Yah Supreme (Yahya Jeffries-El)

APAC stocks were predominantly in the green as the region shrugged off the weak lead from Wall Street, but with the upside capped amid quiet macro catalysts and in the absence of any tier-1 data.White House said the administration is very optimistic about Ukraine and had very good talks with the Ukrainian delegation.White House confirmed a meeting on Monday between US President Trump and the national security team regarding Venezuela, while it stated that many options are on the table.UK PM spokesperson said PM Starmer has full confidence in Chancellor Reeves.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed flat on Monday.Looking ahead, highlights include EZ Flash CPI (Nov), Unemployment Rate, US RCM/TIPP Economic Optimism, BoE FSR, Supply from UK & Germany, Earnings from Marvell & CrowdStrike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks and bonds declined amid company-specific developments and concerns over bond supply, as investors prepare for a record-level issuance of investment-grade debt in the coming days. Additionally, rising expectations of an imminent interest rate hike in Japan further pressured yields upward. In today's programme, we welcome Manuel Villegas from Next GenerationResearch, who shares his insights on the future trajectory of artificial intelligence - and addressesthe pressing question: Is AI experiencing a bubble?(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (07:08) - Artificial Intelligence update: Manuel Villegas, Next Generation Research (12:38) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The international Fresh Produce Association is a trade group with the mission of helping businesses at every step along our food supply chain.

PREVIEW — Gordon G. Chang — American Enterprise in China: Frustration and the Shift to Supply Webs. John Batchelor and Chang discuss American enterprises encountering significant market opportunities in China but experiencing persistent disappointment, frustration, and strategic retreat due to China's "pirate stance" on intellectual property protection. American businesses, though historically overly optimistic regarding trade expansion trends, are systematically developing alternative sourcing arrangements—constructing "supply webs" rather than centralized supply chains—as they confront the serious, escalating trade friction and intellectual property theft. 1918 PEKING UNIVERSITY

Silver Surges Again As Global Supply Concerns Return... Congratulations if you're still breathing and made it through another historic day in the silver market, where we came less than 60 cents away from seeing the silver futures break the $60 mark! So for a recap of the news, including new silver supply concerns, click to watch this video now! - To see our new documentary from this year's Hulaween Festival go to: https://arcadiamusic.substack.com/p/hulaween-2025-a-look-inside-thisSubscribe to Arcadia Economics on Soundwise

A message from Pastor Henry Garay on November 30, 2025.

Susan Spence from ISM Manufacturing reacts to the latest U.S. manufacturing data as the PMI shows contraction for the ninth straight month. “Supply deliveries are happening quicker,” which is actually a sign of overall slowness, she notes. However, some sectors like computers and food & beverage showed some strength, though Susan thinks that could be transitory. Susan previews how manufacturers are approaching 2026 and goes over some of the decisions they're making around tariffs and reshoring.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

This episode of The Wholesale Change Show features Mark Chadwell, who shares how Chadwell Supply became the largest privately owned multifamily maintenance supplier in the US. With a faith-driven, employee-focused culture and advanced technology, they serve over 50,000 customers across 36 locations. The show also highlights Tornet's AI solutions for distributors and the Customer Experience RX program that boosts satisfaction and loyalty. It's a must-listen for anyone in distribution looking to excel in customer service and growth.

Where are you planning to live when you retire? Stay in your own home as long as possible? Move in with family maybe? Or are you keen to move into a retirement village? Global property firm JLL recently released their 2025 report on the state of New Zealand retirement villages, and it has found that in the next 8 years demand is set to out strip supply by over 11 thousand places. That's a deficit that's only expected to grow as our population ages. WSP fellow and Deputy Director at the Helen Clark Foundation Kali Mercier joins Jesse to discuss.

In today's Tech3 from Moneycontrol, we break down Myntra's next wave of global expansion, LTIMindtree's decision to halt new H-1B filings, and Skyroot's warning on the global small-rocket shortage. We also discuss the government's directive to preinstall the Sanchar Saathi cybersecurity app on all smartphones and why influencers are still struggling to adapt to new AI-labelling rules

The best way to keep your bill down in Hampton Roads? Buy local. 

In this Week 48 edition of the GMS Weekly Podcast, hosts Ingrid and Henning review another eventful period in the global ship recycling market as the industry navigates uneven fundamentals and prepares for the final month of the year. Market conditions across South Asia remained under pressure. Steel plate prices declined in Bangladesh, India, Pakistan and China. The US dollar weakened in all major recycling destinations except Turkey. Freight markets continued their positive momentum, with the Baltic Dry Index rising by 3.2% to its highest level since December 2023. Oil prices stayed soft and ended the week near 59 dollars per ton, almost 14% lower than a year ago. Supply of recycling candidates remains limited as owners continue trading their vessels on strong freight earnings. Global supply tightness contributed to a mixed pricing environment. Smaller lightweight units are often trading below 400 dollars per lightweight ton, while cleaner and larger vessels can still command higher levels in select locations. Bangladesh stayed at the top of the pricing charts. Indicative levels were about 410 dollars per lightweight ton for bulkers, 430 dollars for tankers and 440 dollars for container vessels. Domestic fundamentals, however, weakened again. Local steel plate prices fell by 11 dollars to about 506 dollars per ton. The Taka improved slightly and closed at 122.08. Political tensions remain in the background ahead of the February 2026 elections. Chattogram recorded five new arrivals this week, including LPG units, a bulker and a chemical tanker, totaling 22,459 lightweight tons. Bangladesh now has 21 approved HKC yards, with one more close to completion. India experienced another quiet week. Most tonnage continues to struggle to reach 400 dollars per lightweight ton, keeping Alang behind Bangladesh and Pakistan for preferred vessels. Steel plate prices slipped to about 390 dollars per ton, and the Rupee ended the week around 89.35. Indicative pricing remained about 380 dollars per lightweight ton for bulkers, 400 dollars for tankers and 410 dollars for container ships. Although India reported GDP growth of 8.2 percent, the recycling market continues to face pressure from higher import costs, weaker domestic sentiment and stronger competition from HKC-compliant yards elsewhere. Pakistan recorded the most important development of the week. Prime Green Recyclers in Gadani received HKC approval from Bureau Veritas, the first yard in Pakistan to qualify. Additional yards are undergoing upgrades and are expected to follow in the next few months. Steel plate prices in Pakistan declined by 7 dollars to about 579 dollars per ton. The Rupee firmed slightly to around 282. Indicative pricing stood at 400 dollars per lightweight ton for bulkers, 420 dollars for tankers and 430 dollars for container units. Gadani did not receive any new vessels this week. Turkey remained stable. Prices held around 260 dollars per lightweight ton for bulkers, 270 dollars for tankers and 280 dollars for container vessels. The Turkish Lira weakened further and moved past 42.50 against the US dollar. Inflation remains elevated, although the economy continues to show growth. Recycling activity in Aliaga stayed limited. Across the subcontinent, the market continues to operate with restricted supply, weaker fundamentals and shifting currency conditions. HKC progress in Bangladesh and Pakistan is improving the competitive landscape and setting the stage for stronger compliance and sustainability in the year ahead.   For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

In this special episode of Excess Returns, we share the most important investing lessons from more than 50 of our top guests. After asking more than 200 investors, strategists, academics, and market thinkers the same closing question about the one lesson they would teach the average investor, we compiled the most powerful, timeless, and repeatable insights into a single episode. This collection highlights common themes around patience, discipline, humility, diversification, risk management, and long-term thinking, while revealing how great investors navigate markets, behavior, and uncertainty.Main topics covered:Why investing is about preserving and growing wealth, not getting richWhy neither get in nor get out is an investing strategyThe role of base rates in decision-makingThe dangers of performance chasingWhy you should look at your portfolio less oftenThe importance of independent thinking and avoiding envyTreating stocks as businesses, not trading sardinesDiversification across assets, strategies, and economic regimesThe behavioral traps that destroy wealthLiquidity, supply and demand, and how markets really functionThe value of patience, long-term thinking, and sticking to your planHow to build a resilient portfolio that survives different market environmentsWhy simplicity often beats complexityThe role of humility, self-awareness, and keeping emotions out of investingTimestamps:00:00 Investing is about preserving and growing wealth00:45 Why neither get in nor get out is a strategy01:16 How we arrived at the one-lesson question02:00 Finding a portfolio you can live with03:00 Avoiding envy and chasing 10-baggers04:00 Why watching markets too closely hurts results05:00 The Matt Levine rule of unbelievable returns06:00 The power of base rates08:00 Look at your portfolio as little as possible10:00 Treat your holdings like real businesses12:00 Be invested early and think independently14:00 Be kind to yourself and keep taking action15:58 Do not chase performance17:00 Treat every position like you put it on today18:31 Your portfolio is secondary to your life19:44 Buy when others are fearful20:00 Be Rip Van Winkle, not Nostradamus22:00 Navigate the noise and avoid the siren song23:38 The value of simplicity and studying history24:59 Patience and tuning out the noise26:00 True diversification and preparing for unknown regimes27:50 Stick to a strategy that fits your personality29:00 Diversify and be humble about what you know30:00 Most results come from the market, not manager skill32:38 Keep investing simple34:00 Focus on what is knowable35:00 Believe in long-term economic and market resilience37:00 Get out of your own way38:22 Build a philosophy you can stick to39:00 Misjudging probabilities and confidence40:46 Book your gains and contain your losses41:00 Diversification is protection against bad luck42:00 Supply, demand, and liquidity always matter45:00 Markets as a political utility46:00 Find something real if you want true alpha47:00 Write down your decisions48:32 Why 100 percent indexing is unrealistic for most50:00 Alpha through portfolio structure, not just stock picking52:00 Dividends and long-run investing53:56 Valuation, time horizons, and patience55:00 Embracing uncertainty and avoiding pigeonholing56:33 Rules-based processes57:35 Buy good businesses, not just cheap ones59:00 Think long term and save early01:01:00 Focus on the basics first01:02:00 Avoid catastrophic losses01:03:22 Evidence-based investing and avoiding resulting01:04:09 Know what you own and keep fees low01:05:00 Simple strategies often work best01:06:00 Compounding and emotional control01:07:00 Treat savings as savings, not lottery tickets01:07:50 Balance enjoying today with protecting tomorrow01:08:00 Stay invested and think long term01:08:41 Be humble, patient, and systematic01:09:00 Do your own work and build conviction

Apostle Philip D. Derber

A new policy from Plex now mandates monthly subscriptions, ChatGPT and Copilot are leaving WhatsApp, and Chinese tech companies are training their LLMS offshore to access NVIDIA GPUs. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If youContinue reading "Major Tech Companies, Including Dell And HP, Are Bracing For Memory-Chip Supply Shortages – DTH"

Patrick Coddou is my business partner and the COO at AJF Growth. Follow him on X at @soundslikecanoe. Formerly he founded, ran, and exited his ecommerce brand, Supply.MORE STAFFINGRecruit, onboard, and train incredible virtual professionals in the Philippines with my friends at More Staffing by visiting ⁠https://morestaffing.co/af⁠.ZATO MARKETINGGet excellent Google Ads management from the same boutique agency that I regularly partner with for my clients at https://zatomarketing.com.FOLLOW UP WITH ANDREW X: @andrewjfarisEmail: podcast@ajfgrowth.comWork with us: https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

APAC stocks were mostly higher following the positive momentum from Wall Street, where all major indices gained ahead of Thanksgiving celebrations.10yr JGB futures edged higher but with the gains modest after reports that Japan is likely to increase issuances of 2yr and 5yr JGBs.Alibaba shares were pressured after the Pentagon said it should be on the list of firms with Chinese military ties, while China Vanke shares were hit and its bonds slumped.US President Trump told Japan to lower the volume on Taiwan, following a call with Chinese President Xi, according to WSJ.European equity futures indicate an uneventful open with Euro Stoxx 50 futures up flat after the cash market closed with gains of 1.5% on Wednesday.Looking ahead, highlights include German GfK (Dec), EZ M3 (Oct), Consumer Confidence Final (Nov), Japanese Tokyo CPI (Nov), Industrial Profit (Oct) & Retail Sales (Oct), ECB Minutes (Oct), Speakers including BoE's Greene, ECB's Cipollone & de Guindos, Supply from Italy. Holiday: US Thanksgiving Day; Desk will run normal services on Thursday, 27th November until 18:15GMT/13:15EST. At which point, the desk will close and then re-open later at 22:00GMT/17:00EST for the APAC session. Thereafter, there is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today's Topics:1. Sound Signature Review 6.206 – Battle Born Supply Co. Whiskey Quebec 5.56 on the 14.5-in mid-length gas M4. Inconel. 3D printed. Are there folks out here using 3D printing for things that are simply not machinable by traditional methods? Yes. This family of silencers is one of them. Let's explore the performance of Triply Periodic Minimal Surface (TPMS) baffle structures in the intro to this report published with today's episode. (00:08:06)2. Sound Signature Review 6.207 – Battle Born Supply Co. Whiskey Quebec 5.56 Purged on the 14.5-in mid-length gas M4. This is the high(er) flow rate brother to the silencer we just discussed. Both silencers have high early-time flow rate. What if you increase the late time flow rate? Let's check out the performance differentials in the intro to the second report published today. (00:27:16)3. Silencer Hazard Map Brief 8.1.4 – Analytical test reports too long for you? Maybe you don't have time to dig into them yet before you eat turkey and pumpkin pie? Not a problem. Hit this Brief for a succinct look at how the Whiskey Quebec 5.56 (Purged and non-Purged models) project hazards to personnel, spatially. Pictures are good! (00:34:15)Sponsored by - Silencer Shop, Top Gun Range Houston,Legion Athletics, Capitol Armory, and the PEW Science Laboratory!Legion Athletics: use code pewscience for BOGO off your entire first order and 20% cash back always!Magpul: Use code PSTEN to receive $10 off your order of $100 or more at Magpul

On Friday, November 7, the Oxford Institute for Energy Studies (OIES) held its annual Oil Day, themed “Navigating Oil Narratives.” The event was organized around three main sessions: Oil demand prospects in the context of an uncertain macroeconomic and geopolitical environment Supply outlooks, covering U.S. shale, OPEC+, and non-OPEC+ producers outside the United States Inventory dynamics, including […] The post OIES Podcast – Navigating Oil Narratives appeared first on Oxford Institute for Energy Studies.

APAC stocks mostly followed suit to the gains on Wall Street, where stocks were underpinned amid Russia/Ukraine optimism and a softer yield environment.US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.Nikkei 225 shrugged off a source report that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY strengthened, 10yr JGB futures trickled lower.NZD outperformed after the RBNZ cut the OCR by 25bps to 2.25%, as expected, and kept its options open on future policy, although its projections suggested a pause in rates throughout 2026.White House National Economic Council Director Kevin Hassett is reportedly seen as the frontrunner in the Fed Chair search, according to Bloomberg citing sources, although separate sources said “there is no frontrunner”.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Vujcic, Lane & Lagarde, Supply from Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this special Deep Dive interview, Nightdive's Locke Vincent is joined by developers Dustin Twilley and Nick Palsmeier to talk more about their work on Blood: Refreshed Supply, including their initial introduction to Blood, work on the Marrow and Death Wish expansions, and more!    Connect With Us! IG ➡️ http://www.instagram.com/nightdivestudios Twitch ➡️ http://www.twitch.tv/nightdivestudios TikTok ➡️ https://www.tiktok.com/@nightdive.studios Discord ➡️ https://discord.com/invite/nightdivestudios Facebook ➡️ http://www.facebook.com/NightDiveStudios/ X | Twitter ➡️ https://x.com/NightdiveStudio  

US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.European bourses are entirely in the green, with the FTSE 100 (+0.2%) trading cautiously ahead of the UK Autumn Budget; US equity futures are modestly firmer.DXY is essentially flat, NZD outperforms after the RBNZ cut rates by 25bps (as expected), but projections suggest a pause throughout 2026.JPY initially strengthened on reports that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY is now lower vs USD.Bonds are on the backfoot, paring recent upside; Gilts initially lagged, but now trading in-line with peers as traders eye Chancellor Reeves.Crude is a little lower as focus remains on Russia/Ukraine peace talks, 3M LME Copper surges.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Lane & Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

SLU/Chaifetz School of Business Professor Jerome Katz, joins Megan Lynch every week. This week, he explains what consumers will find during the holiday shopping season.

In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Roby Crean, Business Development Manager at South Pole, discuss the evolving CORSIA market and its implications for airlines and carbon project developers.   Tune in for expert insights on: Supply challenges from strict eligibility criteria Measures to unlock eligible credits, including insurance and regional progress Demand uncertainty and regional differences in compliance readiness Pricing trends across spot, forward, and futures contracts Key developments shaping market maturity and liquidity Learn more about the Argus Carbon service: Argus Carbon

If you work in multifamily today—whether on-site or in the C-suite—you're feeling the pressure of the final and most intense phase of the supply wave. Elevated concessions, slowed rent growth, and fierce competition for residents are dominating the 2025 landscape. But while today feels heavy, the real story is already shifting beneath our feet. The pipeline for new development has collapsed, with multifamily starts down more than 70% from their peaks and construction activity falling to levels not seen since 2012. High interest rates, insurance costs, and construction expenses didn't just slow development—they shut the factory down. This sets the stage for a dramatic supply drought beginning in 2026. With completions projected to fall sharply over the next two years, analysts across CBRE, CoStar, Yardi Matrix and others agree: the shrinking pipeline will push rent growth back up as demand continues to outpace new supply. The operational pain of today is temporary—but your 2026 strategy needs to be built for a very different reality.

A message from Pastor Daniel Villareal on November 23, 2025.

Igniting Contagious Faith!Sermon Notes: https://links.kchanford.com/sunday

A message from Pastor Daniel Villarreal on November 23, 2025.

Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:

The Chopping Block unpacks crypto's DATpocalypse — NAVs collapsing, volumes drying up, and consolidation on the horizon. Plus: Vitalik sparks a wave of quantum panic, what Q-Day really means for Bitcoin and smart-contract chains, and why “qubits per share” might become the next great crypto meme. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the DATpocalypse: almost every DAT is now below NAV, volumes have collapsed outside Bitmine and MicroStrategy, and the market is finally confronting what happens when issuances outrun demand. We get into consolidation talk, preferred-share experiments, capital-structure pivots, and whether any DAT should actually be selling crypto to buy back shares at a discount. Then we shift into quantum mania. Vitalik's “2028” comment lit up Q-Day fears, and we separate genuine hardware progress from pure panic. We discuss why post-quantum upgrades are simple for Bitcoin but brutal for stateful chains, and how hype alone could trigger a wave of “quantum-resistant” speculation. And yes — the running gag: DATs using quantum machines to steal Satoshi's coins. Tough markets, weird narratives, and institutions quietly holding the line. Let's get into it. Show highlights

This week, we sit down with our friend Phil Cann, who brings us up to speed on his new venture, Gassin' Supply! https://revivalmotoring.com/