Podcasts about trade tensions

Welcome back to another thought-provoking episode of Tank Talks! In this episode, Matt Cohen and John Ruffolo cut through the noise to unpack the latest economic headlines and policy shifts reshaping North America's business landscape. From Canada's surprise repeal of the Digital Services Tax to Brookfield's launch of an evergreen private equity fund, this episode dives deep into the forces driving change in trade, finance, and innovation.Will Canada's late-stage policy reversal strengthen its position in U.S. trade talks? Are evergreen funds the next big wave in private equity? And how will digital-only banks and stablecoins reshape the future of finance? Tune in for all that and more!Canada's Digital Services Tax Repealed at the 11th Hour (00:14)Just hours before the June 30th collection date, Canada repealed its controversial 3% digital services tax to clear the runway for renewed trade negotiations with the U.S. Matt and John unpack the political optics, the timing missteps, and why this repeal might've come too late to score real leverage in the upcoming Carney-Trump summit.Trade Tensions and a Pivot Away from U.S. Exports (02:50)With U.S. tariffs still biting Canadian industries like steel, aluminum, and autos, exports to non-U.S. markets jumped 5.7% in May. John analyzes the long-term risks and what a 10% tariff “compromise” could mean for Canadian trade policy moving forward.Brookfield's Evergreen Fund: Liquidity vs. Strategy (06:37)Brookfield's launch of a new evergreen private equity fund is raising eyebrows. These liquid investment vehicles are tailored for high-net-worth investors, but could they undermine Brookfield's traditional closed-end funds? Matt and John discuss the tradeoffs and potential disruption to institutional capital models.Stablecoins, Erebor & The Future of Banking (10:53)With the launch of Erebor, a new U.S. digital-only bank backed by Palmer Luckey, Peter Thiel, and Joe Lonsdale, the open banking revolution is heating up. But will Canada get left behind amid regulatory hesitations? The duo explores how stablecoins and crypto-native banks are reshaping the financial ecosystem.The “Big Beautiful Bill”: Trillions in U.S. Spending (13:56)At nearly 1,000 pages and $4.85 trillion, the latest U.S. tax and spending package is a behemoth. John calls out some of the more controversial provisions, like Section 899, a “revenge tax” aimed at foreign investors, and weighs in on what this means for the U.S. deficit and global investment climate.Figma Files to Go Public: A Product-Led Rocketship with a Caveat (16:49)Figma's S-1 filing reveals eye-popping growth: $750M in 2024 revenue, 91% gross margins, and 90% of the Fortune 500 on board. But one number raised eyebrows, its definition of net revenue retention. Is the 132% figure misleading? Matt and John dissect the metrics and what investors need to know.Anthropic & OpenAI's Revenue Explosion (19:39)AI darlings Anthropic and OpenAI are shattering expectations, with annualized revenues of $4B and $10B, respectively. What's fueling this growth, and is it sustainable? Matt and John assess the trajectory and strategic implications for the broader AI race.Meta's Talent War: $300M Signing Bonuses & AI Domination (20:30)Meta's aggressive push into AI includes poaching top OpenAI talent with eye-watering offers reportedly reaching $300M. Is this visionary investing, or panic-mode recruiting? The conversation digs into the implications of Meta's superintelligence ambitions and the high-stakes battle for AI supremacy.Microsoft Layoffs: AI Efficiency or Budget Strategy? (22:52)With Microsoft cutting 9,000 jobs, questions swirl around whether AI-driven efficiencies or strategic capital reallocation are the real drivers. John shares his take on what this means for enterprise software, consulting firms, and the future of knowledge work.As the tides of global economics, innovation, and technology continue to shift, Tank Talks is your front-row seat to the big moves shaping our world. Don't miss this jam-packed episode!Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

P.M. Edition for July 7. President Trump extended the deadline on so-called reciprocal tariffs to Aug. 1 while announcing 25% tariffs on goods from Japan and South Korea. Several more nations received similar notifications. Plus, heavy rain continues in Texas, where the death toll from the flash floods has risen to 90. And President Trump is meeting Israeli Prime Minister Benjamin Netanyahu at the White House. WSJ national security correspondent Michael Gordon discusses how a changed Middle East could be ripe for Trump's dealmaking diplomacy. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks' decline accelerates after President Trump announces 25% tariffs on goods from Japan and South Korea and threatens additional tariffs on countries building closer ties with Brics economies. Plus: Tesla shares fall after Elon Musk says he is forming a new political party. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode of Environment China, we're doing something a little bit different, cross-posting a recording of a panel hosted by the Asia Society Policy Institute's China Climate Hub. This panel discussion explores China's latest emission trends, clean energy deployment, relationship with the global south, position at COP30, and impact of the U.S.-China trade war on the global energy transition. The speakers are Kate Logan, director of China Climate Hub at Asia Society Policy Institute; Lauri Myllyvirta, non-resident senior fellow of China Climate Hub at Asia Society Policy Institute; and Anders Hove, senior research fellow at Oxford Institute for Energy Studies' China Programme. Asia Society Policy Institute's China Climate Hub Director Li Shuo moderates the conversation. The original recording may be found in video format on YouTube at: https://www.youtube.com/watch?v=vZWFTO2lO9w&t=1139s

Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

A.M. Edition for July 1. Senators debate through the night in a marathon effort to pass the GOP's megabill. Plus, President Trump threatens new tariffs on Japan as trade negotiations stall. WSJ editor Peter Landers explains why the two countries are seemingly at odds and what's at stake economically. And how an AI career coach could give you the judgement-free push you might not get from a human. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Supply Chain Secrets, Caroline Weaver returns from Iceland to catch up with Lars Jensen on a whirlwind of global trade developments. They unpack the escalating U.S.-Canada dispute triggered by Canada's Digital Services Tax, analyze softening Trans-Pacific rates despite high quotes, and spotlight a surprise spike in Atlantic westbound rates. Lars also breaks down the unusually tight Asia–East Coast South America market and a sudden border closure between Thailand and Cambodia. Plus, for once—some good geopolitical news as tensions ease in the Iran–Israel conflict. 

Ilyce Glink, CEO of Best Money Moves financial wellness company, joins Lisa Dent to discuss how the S&P 500 is up to record highs. Then, Glink dives into the car industry, commercial disputes with Canada, and the impacts of a low GDP on the job market.

Adrian and Renaud chat about a timely topic, the complex and critical issue of rare earth minerals, focusing particularly on how the US/China trade war has recently influenced their availability. As China controls over 90% of the refined production of rare earth elements, recent developments in trade policies have significant implications for global supply chains, especially in the electronics and electromechanical sectors. We break down what rare earth magnets are and why they matter, how China came to dominate refining and production, and the strategic moves unfolding as both powers weaponize their industrial capabilities.   Show Sections 00:00 – Intro: Rare Earths and the New Supply Chain Threat 00:52 – Why Rare Earth Magnets Matter for Electronics and Military Products 02:57 – China's Dominance in Refining: How It Happened 05:44 – Made in China 2025 and Strategic Mineral Control 08:43 – Trade Tensions, Tariffs, and Semiconductor Export Bans 13:35 – China's Retaliation: Export Restrictions on Rare Earth Magnets 15:20 – Impacts on Automakers and Supply Chain Instability 16:45 – Options for Manufacturers: Stockpiling, Redesign, and Buying Assemblies 19:45 – Can You Avoid China's Grip? The Harsh Reality for SMEs 23:00 – Final Thoughts    Related content... Exclusive: US-China trade truce leaves military-use rare earth issue unresolved | Reuters China's rare earth magnet shipments halve in May due to export curbs | Reuters JLR-owner Tata Motors says no panic on rare earth curbs, EV launches on track | Reuters Tech Companies Depend on China for Rare Earths. Can That Change? | WSJ Why China's control of rare earths matters | FT   Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB

U.S.-China Trade Tensions Cost Farmers $2 Billion

Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

The countdown continues to trade deals with Washington. Ahead of President Trump's threatened tariff hikes next month, we're hearing from South East Asia, and looking at complaints that Chinese firms may be dumping goods, undermining regional economies.Also in the show, the disruption to aviation from the Iran-Israel conflict.And why Chinese officials are being ordered to drink less?You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

US-China trade tensions sent shockwaves through the LPG freight markets this spring, triggering route diversions, new trade flows and a surge in freight rates. Uncertainty continues to cloud the market even after a temporary tariff reprieve. Listen to Yohanna Pinheiro, LPG Freight Reporter at Argus, and Freight Editor John Ollett as they unpack how shifting trade dynamics, cautious Chinese buyers, and longer voyages via the Cape of Good Hope are reshaping the global LPG freight.

June 14, 2025: Discord in Margaritaville, Trade Tensions, and the Dollar DebateWe're back this week with a mix of headlines and hard truths—from estate drama to economic indicators that could shake the markets.We kick things off with a real-world look at just how messy estate planning can get—even when it's done in advance. Jimmy Buffett's widow is suing to remove a co-trustee from the $275 million marital trust, claiming withheld financials and questionable income projections. It's a high-profile reminder of why clear communication and trustee responsibilities matter.Next, we turn to the global stage with U.S. and Chinese negotiators meeting in London and May's CPI report due, markets are bracing for impact. Could tariffs be quietly driving inflation—and how might that shape Fed policy going forward?With excessive tariffs on Chinese goods, we examine how trade policy is affecting Temu and Shein, with stocks slumping and sales dipping. Are consumers pulling back, or are they simply shifting where—and how—they spend?Finally, we separate fact from fear when it comes to recent headlines. Is the U.S. dollar really in decline? What would that mean for multinational earnings, global portfolios, and the proposed BRICS currency?From estate planning to economic strategy, it's a packed episode you won't want to miss.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — June 14, 2025  |  Season 39, Episode 24Timestamps and Chapters5:33: Discord in Margaritaville14:21:Trade Talks, Tariffs and Inflation Data23:55: Discount Dilemma: The End of the Ultra-Cheap Era? 29:57: Fueling Returns: Phoenix Energy's High-Yields 41:37:Dollar in Danger?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode, Lesley Marks, Chief Investment Officer, unpacks the latest developments in US-China trade relations and offers her perspective on the progress of key trade agreements. She also discusses the contentious "big, beautiful bill" and explores its potential impact on capital markets and the broader economy. Finally, Lesley shares her outlook for the US and Canadian economies in the second half of the year, highlighting the key risks and reasons for cautious optimism.    This episode was recorded on June 12, 2025. 

The US and China de-escalated trade tensions, agreeing to a preliminary deal on how to implement the consensus the two sides reached in Geneva, negotiators for both sides said. While the full details of their accord weren't immediately available, US negotiators said they "absolutely expect" that issues around shipments of rare earth minerals and magnets will be resolved with the framework implementation. We get reaction from George Schultze, Founder and CEO at Schultze Wealth Management. Financial markets were closely watching whether the world's largest economies can find a way to tamp down trade tensions that economists say have tipped the world economy into a downturn, with the US among the hardest hit. Despite the modest moves Wednesday, global stocks are still at a record high, having recovered from their April lows as President Donald Trump suspended his tariffs until July 9th. For more, we hear from Matthew Michelini, Partner and Head of Asia-Pacific at Apollo Global Management. He speaks with Bloomberg's Yvonne Man at the Bloomberg Invest Summit in Hong Kong.See omnystudio.com/listener for privacy information.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, Threads and YouTube.

For the first time since Texas’ measles outbreak at the start of the year, there are no new reported cases. We’ll get an update on efforts to contain the disease.A new report in The Guardian reveals pressure from Immigration and Customs Enforcement leadership to ramp up arrests, even of people not originally targeted.Flag football is […] The post Trade tensions with Mexico could drive up tomato prices appeared first on KUT & KUTX Studios -- Podcasts.

In this episode, we discuss our high conviction views and the second half outlook presented at our flagship Nomura Investment Forum Asia (NIFA) which recently took place in Singapore. Key themes at the conference were centered around US trade and fiscal policy, tensions with China, geopolitical risks, and de-dollarization. We also discuss how the rest of the world, as well as market participants, are navigating this highly uncertain global environment.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 China Problems3:04 Trump and China4:34 US Weather Update8:26 China Crop Pathogen Smugglers10:37 Ethanol Production12:39 NOAA Forecasters

On this episode, Charlie and Peter examine how the bill recently passed by the Housecould further impact the national deficit and why addressing spending patterns is crucialfor long-term fiscal health.

U.S.-China trade tensions ramping up, as President Trump weighs in on his exchanges with China's President Xi Jinping. How the markets are handling the latest developments, and what we can expect from other trade deals in the works. Plus Doses and Deals. Pharma in focus as M&A heats up in the space. The names one top health care anlayst is watching as potential takeout targets.Fast Money Disclaimer

Carl Quintanilla and Jim Cramer explored market reaction to new developments surrounding trade tensions. AI also in the spotlight:Morgan Stanley analyst Adam Jonas' new note, Meta's 20-year deal to buy nuclear power from Constellation Energy,OpenAI CEO Sam Altman's AI prediction for 2026. Also in focus: Good news and bad news in Ford's May auto sales numbers,Dollar General and Signet Jewelers surge on earnings, CoreWeave triples since its March IPO, Cramer calls out the meme stocks. Squawk on the Street Disclaimer

Richard Flynn discusses mixed sentiment towards U.S. markets from the U.K. perspective. Richard cites the weaker dollar and outperformance of international markets as investors reassess value of U.S. stocks. For the dollar, he doesn't see it as a harbinger of doom for the U.S. economy, but rather a sign of currency volatility. Lastly, Richard provides his perspective on the OECD's cut to its global forecast.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The International Labour Organization says global trade tensions are taking a toll on labor markets.

Beijing denied President Trump's accusations that it broke last month's trade truce. Plus: Trump's move to double steel and aluminum tariffs boosted stocks in those industries, but hit automakers. And Meta Platforms shares rose after WSJ exclusively reported it plans to fully automate advertising creation with artificial intelligence. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the first trading day of June, Carl Quintanilla and Jim Cramer discussed what's ahead for stocks after the best May for the S&P 500 since 1990. The anchors also discussed trade tensions: China hits back at President Trump's characterization of trade talks between Beijing and the White House.  Steel stocks surge after Trump announced he will double tariffs on imported steel to 50-percent. Also in focus: Tesla's European sales tumble again, Elon Musk vs. the Trump tax and spending cuts bill, Brian Sullivan live from Alaska on the pros and cons surrounding the state's $38 billion natural gas pipeline project. Squawk on the Street Disclaimer

China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump's tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alaska for a closer look at the Trump Administration's LNG pipeline there.

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 2nd. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media Learn more about your ad choices. Visit megaphone.fm/adchoices

A flare-up in U.S. and China trade tensions has futures under pressure. Jenny Horne kicks off the trading week with a look at the weekend's developments and latest uncertainty hitting the markets. Later, she examines the 50% tariff hike on steel imports which has companies like Cleveland-Cliffs (CLF) on the move. Meanwhile, Boeing (BA) gets an upgrade at BofA with a $260 price target.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Wandile Sihlobo, Author and Agricultural economist at Agricultural Business chamber about South Africa's robust agricultural exports in Q1 2025, which totaled US$ 3.36 billion, despite global trade challenges. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Back-to-back court decisions resulted in uncertainty ahead of the Trump tariffs. As trade negotiations reportedly stall, the President, on social media Friday morning, called out China for "totally violating" our trade agreement. A bright spot this week in the market has been NVIDIA, whose stock soared off reports its earnings beat expectations, showing immense growth potential. FOX Business anchor Taylor Riggs is joined by Slatestone Wealth chief market strategist Kenny Polcari to break it all down. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Back-to-back court decisions resulted in uncertainty ahead of the Trump tariffs. As trade negotiations reportedly stall, the President, on social media Friday morning, called out China for "totally violating" our trade agreement. A bright spot this week in the market has been NVIDIA, whose stock soared off reports its earnings beat expectations, showing immense growth potential. FOX Business anchor Taylor Riggs is joined by Slatestone Wealth chief market strategist Kenny Polcari to break it all down. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Back-to-back court decisions resulted in uncertainty ahead of the Trump tariffs. As trade negotiations reportedly stall, the President, on social media Friday morning, called out China for "totally violating" our trade agreement. A bright spot this week in the market has been NVIDIA, whose stock soared off reports its earnings beat expectations, showing immense growth potential. FOX Business anchor Taylor Riggs is joined by Slatestone Wealth chief market strategist Kenny Polcari to break it all down. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.2:25 – Pause of US “reciprocal” tariffs on China6:00 – National security concerns and market takeaways10:10 – Impact on global supply chains15:20 – Effects on other strategic allies and international relationships23:10 – US self-isolation and long-term investment themes

Amid ongoing global trade tensions and a shifting U.S.-China dynamic, India is positioning itself as a strategic alternative in global supply chains. But its push to become a major manufacturing power is shaped by internal constraints, a pressing need to reduce dependence on Chinese imports, and long-term policy challenges. From strategic sectors like ICT to deeper issues in infrastructure and industrial capacity, this story explores India's economic strategy, and the risks and opportunities that lie ahead.

Amid ongoing global trade tensions and a shifting U.S.-China dynamic, India is positioning itself as a strategic alternative in global supply chains. But its push to become a major manufacturing power is shaped by internal constraints, a pressing need to reduce dependence on Chinese imports, and long-term policy challenges. From strategic sectors like ICT to deeper issues in infrastructure and industrial capacity, this story explores India's economic strategy, and the risks and opportunities that lie ahead.

We live in an increasingly uncertain world. But what are the economic and financial implications of such turbulent times? What does it mean for Europe's banking and non-bank sectors, companies, households, and government finances? And how can Europe navigate such volatility? Our host Paul Gordon discusses these questions and more with expert John Fell in the latest episode of The ECB Podcast. The views expressed are those of the speakers and not necessarily those of the European Central Bank. Published on 22 May 2025 and recorded on 16 May 2025. In this episode: 01:50 Geopolitical developments and global financial imbalances How did markets react to the high level of uncertainty? 05:10 Safe havens What are safe havens? What happened to US government bonds? 09:08 Europe's reaction Can Europe afford the increased spending in security and defense? What happens to other structural challenges? 13:18 Potential unexpected consequences What positive benefits can defence spending bring? Can it boost growth? What are the solutions to instabilities that might bring? 16:33 Our guest's hot tip John shares his hot tip with our listeners. Further readings: Financial Stability Review, May 2025 https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html Our guest's hot tip: When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein https://www.amazon.de/-/en/When-Genius-Failed-Long-Term-Management/dp/0375758259 European Central Bank www.ecb.europa.eu

Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textU.S. / China trade tensions thaw as the economic powers drop reciprocal tariffs and agree to further talks.How are business leaders responding?What does it mean for investors?What do we expect to happen next?Tune in!Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.Subscribe to the new Market Outsiders feed (Apple, Spotify)Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Though Jake is absent for the week, Danny and Derek remain steadfast in their dedication to bring you news. They discuss the U.S.-Houthi ceasefire (2:04); the Israeli government's plans for Gaza (6:49); Trump's push for a Gaza ceasefire and Saudi deal on his upcoming Middle East trip (12:54); new clashes between India and Pakistan as well as more details from Wednesday morning's strikes (16:41); the possibility of U.S.-China trade talks (20:28); the reality of a U.S.-U.K. trade deal (22:30); drone strikes on Port Sudan (25:41); peace talks in the DRC (27:49); Vladimir Putin's V-E Day ceasefire (30:41); Friedrich Merz's chaotic chancellor election (32:48) and the AfD's potential classification as an extremist group (34:33); the European Union's effort to poach U.S. academics (36:36); and finally, the Trump administration's push for countries to adopt Elon Musk's Starlink satellite internet service (39:13). Then, after the show, Danny and Derek speak with Trevor Beaulieu and Josh Olson about their new podcast, "White Canon." ⁠Check out White Canon here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Though Jake is absent for the week, Danny and Derek remain steadfast in their dedication to bring you news. They discuss the U.S.-Houthi ceasefire; the Israeli government's plans for Gaza; Trump's push for a Gaza ceasefire and Saudi deal on his upcoming Middle East trip; new clashes between India and Pakistan as well as more details from Wednesday morning's strikes; the possibility of U.S.-China trade talks; the reality of a U.S.-U.K. trade deal; drone strikes on Port Sudan; peace talks in the DRC; Vladimir Putin's V-E Day ceasefire; Friedrich Merz's chaotic chancellor election and the AfD's potential classification as an extremist group; the European Union's effort to poach U.S. academics; and finally, the Trump administration's push for countries to adopt Elon Musk's Starlink satellite internet service.Then, after the show, Danny and Derek speak with Trevor Beaulieu and Josh Olson about their new podcast, "White Canon."⁠⁠Check out White Canon here!Topics:02:04 The US-Houthi ceasefire.06:49 Israel's plans for Gaza.12:46 Donald Trump's planned visit to the Persian Gulf and his goals.16:34 Tthe new clashes between India and Pakistan.20:21 Potential US-China trade talks.22:41 The US-UK trade deal.23:44 The recent Australian elections.25:50 The RSF attacking Port Sudan.27:59 The advancing peace talks in the Democratic Republic of the Congo.30:44 Putin's VE Day ceasefire and its effectiveness.32:51 Friedrich Merz needing a second ballot to become German chancellor.34:37 The AFD party in Germany.36:34 The EU's efforts related to academics.39:17 US pushing countries to adopt Starlink.42:30 Discussuin w/ Trevor Beaulieu and Josh Olson about their new podcast, "White Canon."Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Tariffs are top of the agenda during a high-stakes meeting between President Donald Trump and Canada's PM. Americans are on the cusp of tough choices because of Trump's trade war. The US defense secretary made significant cuts across the military. The German chancellor's tenure is starting on an unstable footing. And, the controversial auction that's sparked criticism among several historians. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In the months since President Donald Trump's re-election, a lot has changed between the United States and Canada. New import taxes and talk of Canada becoming the 51st state, for example. It all adds up to a strained relationship where Canadians feel both betrayed and uncertain about the future. Today, we're visiting Thunder Bay, Ontario to hear more. Plus, we're looking at why more farmers are struggling to pay back their debt.

In the months since President Donald Trump's re-election, a lot has changed between the United States and Canada. New import taxes and talk of Canada becoming the 51st state, for example. It all adds up to a strained relationship where Canadians feel both betrayed and uncertain about the future. Today, we're visiting Thunder Bay, Ontario to hear more. Plus, we're looking at why more farmers are struggling to pay back their debt.

A recent survey explored Americans' perceptions of the ideal retirement savings amount, and it highlighted the gap between expectations and reality. Today's Stocks & Topics: PRIM - Primoris Services Corp., Market Wrap, SPG - Simon Property Group Inc., CPT - Camden Property Trust, MAA - Mid-America Apartment Communities Inc., NKE - Nike Inc. Cl B, Trade Tensions with China, AGCO - AGCO Corp, Credit Delinquencies, Investing Apps, ERND - iShares USD Ultrashort Bond UCITS ETF, Trump Considering Reducing Tariffs on Chinese Imports.Advertising Inquiries: https://redcircle.com/brands

Today we're talking about a shooting at Florida State University; new details in the deportation case of Kilmar Abrego Garcia; U.S.-China Trade Tensions; and other top news for Friday, April 18th. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast Student Life Application Study Bible: https://links.thepourover.org/SLASB_Pod Stress Less: https://links.thepourover.org/StressLess Platforms to Pillars: https://links.thepourover.org/PlatformstoPillars Subsplash: subsplash.com/tpo CSB: https://links.thepourover.org/CSB_EasterGiftGuide Field of Greens: FieldofGreens.com