Podcasts about trump xi

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Best podcasts about trump xi

Latest podcast episodes about trump xi

Sinica Podcast
Finbarr Bermingham of the SCMP on Nexperia, Export Controls, and Europe's Impossible Position

Sinica Podcast

Play Episode Listen Later Nov 20, 2025 51:01


This week on Sinica, I welcome back Finbarr Bermingham, the Brussels-based Europe correspondent for the South China Morning Post, about the Nexperia dispute — one of the most revealing episodes in the global contest over semiconductor supply chains. Nexperia, a Dutch-headquartered chipmaker owned by Shanghai-listed Wingtech, became the subject of extraordinary government intervention when the Netherlands invoked a Cold War-era emergency law to seize temporary control of the company and suspend its Chinese CEO. Finbarr's reporting, drawing on Dutch court documents and expert sources, has illuminated the tangled threads of this story: preexisting concerns about governance and technology transfer, mounting U.S. pressure on The Hague to remove Chinese management, and the timing of the Dutch action on the very day the U.S. rolled out its affiliate rule. We discuss China's retaliatory export controls on chips packaged at Nexperia's Dongguan facilities, the role of the Trump-Xi meeting in Busan in unlocking a temporary thaw, and what this case reveals about Europe's agonizing position between American pressure and Chinese integration in global production networks.4:34 – Why the "Europe cracks down on Chinese acquisition" framing was too simple 6:17 – The Dutch court's extraordinary tick-tock of events and U.S. lobbying 9:04 – The June pressure from Washington: divestment or the affiliate list 10:13 – Dutch fears of production know-how relocating to China 12:35 – The impossible position: damned if they did, damned if they didn't 14:46 – The obscure Cold War-era Goods Availability Act 17:11 – CEO Zhang Xuezheng and the question of who stopped cooperating first 19:26 – Was China's export control a state policy or a corporate move? 22:16 – Europe's de-risking framework and the lessons from Nexperia 25:39 – The fragmented European response: Germany, France, Hungary, and the Baltics 30:31 – Did Germany shape the response behind the scenes? 33:06 – The Trump-Xi meeting in Busan and the resolution of the crisis 37:01 – Will the Nexperia case deter future European interventions? 40:28 – Is Europe still an attractive market for Chinese investment? 41:59 – The Europe China Forum: unusually polite in a time of tenterhooksPaying it forward: Dewey Sim (SCMP diplomacy desk, Beijing); Coco Feng (SCMP technology, Guangdong); Khushboo Razdan (SCMP North America); Sense Hofstede (Chinese Bossen newsletter)Recommendations: Finbarr: Chokepoints by Edward Fishman; Underground Empire by Henry Farrell and Abe Newman; "What China Wants from Europe" by John Delury (Engelsberg Ideas) Kaiser: The Three Musketeers: D'Artagnan and Milady (2023 French film adaptation)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lead-Lag Live
China's Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB

Lead-Lag Live

Play Episode Listen Later Nov 20, 2025 18:46 Transcription Available


n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China's equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China's market narrative after years of pessimism.In this episode:– Why China's cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

THE VALLEY CURRENT®️ COMPUTERLAW GROUP LLP
The Valley Current®: Will Trump/Xi Recreate China/US Harmony?

THE VALLEY CURRENT®️ COMPUTERLAW GROUP LLP

Play Episode Listen Later Nov 12, 2025 35:53


Can two of the world's most unpredictable leaders find common ground? Can Donald Trump and Xi Jinping reset the world's most pivotal relationship, or are the U.S. and China destined for deeper division? Host Jack Russo and futurist David Nash unpack the fragile dynamics shaping this high-stakes rivalry, from China's spiraling debt and demographic headwinds to Trump's deal-driven approach and America's shifting global stance. As they explore whether economic pragmatism can overcome political pride, one question looms large: will the next chapter bring renewed cooperation, or mark the start of a new Cold War? https://www.washingtonpost.com/politics/2025/10/26/trump-china-trade-deal/  Will Trump TACO Taiwan?    Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Australia in the World
Ep. 171: Trump-Xi, leverage & US foreign policy

Australia in the World

Play Episode Listen Later Nov 11, 2025 48:41


Zack Cooper of the American Enterprise Institute returns to the podcast to discuss the recent Trump-Xi meeting in Seoul. Who got the better deal, and is the year-long “truce” a stable one?  As both sides look to use this window to de-risk, who will have more leverage over the medium term? More broadly, Trump's Asia trip was a very important data point in helping us all understand what US foreign policy is now, how it is made, and what direction it's going in. The answers are not satisfying and very uncertain, but it's the most important question in international affairs today. There is no-one better than Zack to help one build a model of US foreign policy in the Trump era. Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Zack Cooper, “How Trump Put China First”, Time, 7 November: https://www.aei.org/articles/how-trump-put-china-first/ Lindsey Ford and Zack Cooper, “America's Alliances After Trump: Lessons from the Summer of '69”, Texas National Security Review, Vol. 4, Iss. 2, Spring 2021, pp. 99-116: https://tnsr.org/2021/03/americas-alliances-after-trump-lessons-from-the-summer-of-69/ Darren Lim and Zack Cooper. (2015). “Reassessing Hedging: The Logic of Alignment in East Asia”. Security Studies, 24(4), 696–727:  https://doi.org/10.1080/09636412.2015.1103130 Ezra Klein, “This Is How the Democratic Party Beats Trump”, New York Times, 2 November 2025 (video): https://www.nytimes.com/video/opinion/100000010495041/this-is-how-the-democratic-party-beats-trump.html Vanity Fair, “How EJAE & Mark Sonnenblick Created Grammy-Nominated “Golden" From KPop Demon Hunters” (video): https://www.youtube.com/watch?v=FxEX_GWwE7M Joseph Torigian, “The Party's Interests Come First: The Life of Xi Zhongxun, Father of Xi Jinping” (2025): https://josephtorigian.com/bookmanuscript/

China Global
The Trump-Xi Summit and Future of US-China ties

China Global

Play Episode Listen Later Nov 11, 2025 30:44


On October 30, US President Trump and China's leader Xi Jinping met in Busan, South Korea. It was their first face-to-face meeting in 6 years. There was a lot at stake in this meeting for the US and China, as well as for the rest of the world. In my view, the outcome is best described as a fragile truce. The path forward for US-China relations remains uncertain – greater stability and predictability is possible, but not assured. Intense competition across several domains, especially technology, is likely.Today's episode focuses on the Trump-Xi summit and the future of US-China relations, featuring Mr. Dennis Wilder. Dennis is a senior fellow for the Initiative for U.S.-China Dialogue on Global Issues at Georgetown University, where he previously served as the managing director, and assistant professor of the practice in Asian studies in the School of Foreign Service. He served on President George W. Bush's NSC first as director for China and then as senior director for Asian Affairs. He also had a distinguished career in the CIA, where he held many positions, the last of which was senior editor of the Presidential Daily Brief.  Timestamps:[00:00] Introduction[1:57] Trump-Xi Summit: A Win for China? [09:03] Fact Sheet Discrepancies [14:37] Trump Administration's China Strategy[16:47] Achieving Chinese Exceptionalism[19:20] China's Confidence and Potential Instability[21:26] Why No Taiwan Mention? [24:48] An Inflection Point for Greater Stability? [27:50] Indo-Pacific View of the US-China Relationship

Grain Markets and Other Stuff
Trump $2,000 Stimulus, 50Yr Mortgages, Inflation, and Grain Prices

Grain Markets and Other Stuff

Play Episode Listen Later Nov 10, 2025 14:07


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.✅ Today's Focus: Trump's $2,000 Tariff Dividend & Inflation Risks

In Focus by The Hindu
Is G-2 real or mere rhetoric: Decoding the US-China ‘truce' reached in Busan

In Focus by The Hindu

Play Episode Listen Later Nov 10, 2025 35:13


In today's world, relations between the United States and China is perhaps the most consequential of all bilateral ties. They are both economic superpowers. Their geopolitical footprints cover almost the whole planet. Naturally, the trade war between the two has affected economies around the world – troubling markets, disrupting supply chains, bringing more uncertainty than businesses are comfortable with. But an understanding reached between them also carries upsides and downsides for different nations.  In this context, how do we understand the agreement that came out of the Trump-Xi meeting in South Korea? What are the concerns on the American and Chinese side going forward? And how do we understand Trump, and then Secretary of Defense Pete Hegseth, referring to the meeting as a coming together of ‘G-2' – a term that suggests the idea of an exclusive club with common interests?  Guests: Max Baucus, a former US Senator who served as Ambassador to China, and James Chau, President of the China-United States Exchange Foundation (CUSEF), based in Hong Kong. Host: G Sampath Edited by Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Easy Spanish
COP30 en Brasil: ¿tiene sentido hacer una cumbre climática a la que no asistirán Trump, Xi y otros líderes mundiales?

Daily Easy Spanish

Play Episode Listen Later Nov 10, 2025 43:12


El presidente de EE.UU. es un notable ausente en estas conversaciones climáticas de la ONU, al igual que otros líderes mundiales, lo que genera dudas sobre el propósito de celebrar una COP.

Give The People What They Want!
A spectre haunts New York

Give The People What They Want!

Play Episode Listen Later Nov 7, 2025 22:34


Tune in to another episode of Give The People What They Want! with Peoples Dispatch editor Zoe Alexandra, Indian journalist Prasanth R, and Roger McKenzie, international editor of the Morning Star. This week, they discuss the victory of Socialist Zohran Mamdani in the New York City mayor elections, the RSF capture of El Fasher in Sudan, disputed elections and popular protests in Tanzania and Cameroon, Trump's threats to Nigeria over allegations of “Christian genocide” as well as updates from the Trump-Xi meeting in Busan, South Korea.

China Manufacturing Decoded
What The October 30 Trump–Xi Trade Framework Means for US Importers

China Manufacturing Decoded

Play Episode Listen Later Nov 7, 2025 31:19 Transcription Available


The team unpacks October's Trump–Xi meeting and the short-term “truce” it produced: a ~10 percentage-point cut on broad China tariffs tied to fentanyl controls, a one-year pause on rare-earth/magnet export controls, resumed Chinese purchasing of US soy/other ag, and continued Section 301 exclusions for key medical, electronics, HVAC, and solar items. We explain what actually shifted, what didn't, and the practical moves US importers should make now. We close with signals from Chinese media and what to watch next from Beijing.   Episode Sections: 00:32 – Setting the scene: Trump–Xi met in South Korea (Oct 30). Expectations vs reality. 01:16 – Renaud's first take: anticipation vs limited outcomes 04:47 – Rare earths & magnets: one-year pause on export controls and why it matters 07:22 – Tariffs: tone softens; specific cuts hit “fentanyl punishment” lines (20%→10%) 09:43 – What that means to landed cost (example: 54%→44%) 11:06 – Planning stability: from 90-day chaos to ~12 months of predictability 11:47 – Fentanyl precursors: enforcement complexity & policy trade-offs 14:00 – Section 301 exclusions extended (medical, electronics, HVAC, solar examples) 16:59 – What importers should do: horizons, HS discipline, alternatives, and risk 19:20 – Substantial transformation & multi-country routing: when it makes sense 22:00 – DDP renegotiations & compliance exposure 22:59 – Buffer stock & design tweaks to reduce magnet dependence 26:33 – Long-term trajectory: conflict risk and diversification logic 28:03 – China reactions round-up & closing thoughts 30:42 – Outro   Related content... Reuters U.S.–China headlines & rare‑earth pause Politico: ‘Amazing meeting': Trump touts progress on multiple fronts with China after meeting Xi Guardian: First Thing: Trump says rare earths deal and tariff cut agreed with China Xinhua (English): China unveils outcomes of China-U.S. economic, trade talks in Kuala Lumpur MOFCOM (English) — 2025 announcement page (export declaration/controls reference; for primary-source language & numbering) USTR Section 301: https://ustr.gov/issue-areas/enforcement/section-301-investigations CBP Trade: https://www.cbp.gov/trade 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

The John Batchelor Show
50: SHOW 11-4-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT NEW YORK CITY AND LONDON. FIRST HOUR 9-915 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asser

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 7:17


SHOW 11-4-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 18865 PUBLISHER ROW THE SHOW BEGINS IN THE DOUBTS ABOUT NEW YORK CITY AND LONDON. FIRST HOUR 9-915 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. 915-930 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asser 930-945 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exe. 945-1000 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by t. SECOND HOUR 1245-100 AM Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. SHOW 11-4-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT NEW YORK CITY AND LONDON. FIRST HOUR 9-915 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. 915-930 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury . 930-945 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by the AfD's lack of concrete policies. Hungary's Viktor Orbán, though long-ruling, now faces popular pressure. Dempsey highlights Italy's Giorgia Meloni as an exception who has successfully governed by clearly communicating her reform agenda. She confirms that Russia supports destabilizing far-right movements across Europe, particularly hoping for an AfD win. Additionally, Germany's Chancellor Merz is committed to redeveloping the military and infrastructure for NATO defense. 945-1000 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by the AfD's lack of concrete policies. Hungary's Viktor Orbán, though long-ruling, now faces popular pressure. Dempsey highlights Italy's Giorgia Meloni as an exception who has successfully governed by clearly communicating her reform agenda. She confirms that Russia supports destabilizing far-right movements across Europe, particularly hoping for an AfD win. Additionally, Germany's Chancellor Merz is committed to redeveloping the military and infrastructure for NATO defense. SECOND HOUR 10-1015 Venezuela Pressure Campaign and Asian Diplomacy. Mary Kissel analyzes the massive US military buildup near Venezuela, staged from Roosevelt Roads, noting that the Trump administration prioritizes removing Maduro due to national security threats. She emphasizes that the State Department possesses numerous non-military levers, like sanctions and international pressure through the OAS, to induce Maduro's exit without direct intervention. Kissel also characterizes President Trump's diplomatic engagement at ASEAN and APEC as very successful, securing vital commitments on rare earth mining and processing to counter Chinese economic threats in the Pacific. 1015-1030 Venezuela Pressure Campaign and Asian Diplomacy. Mary Kissel analyzes the massive US military buildup near Venezuela, staged from Roosevelt Roads, noting that the Trump administration prioritizes removing Maduro due to national security threats. She emphasizes that the State Department possesses numerous non-military levers, like sanctions and international pressure through the OAS, to induce Maduro's exit without direct intervention. Kissel also characterizes President Trump's diplomatic engagement at ASEAN and APEC as very successful, securing vital commitments on rare earth mining and processing to counter Chinese economic threats in the Pacific. 1030-1045 Hamas Leverage, Gaza Ruin, and Hezbollah Rearmament. Jonathan Schanzer explains that Hamas is stalling hostage releases to maintain leverage, banking on Israel's lack of "strategic patience" for indefinite occupation. He explores the idea of a "Tale of Two Gazas," where Israel controls 53% and Hamas 47%, warning that reconstruction aid is improbable if Hamas remains in power. He highlights growing dangers, including the rearming of Hezbollah by Iran and unexpectedly Turkey, forcing Israel to reconsider the northern front. He adds that the Israeli military is actively engaged in "constant gardening" to address armed gangs in the West Bank. 1045-1100 Hamas Leverage, Gaza Ruin, and Hezbollah Rearmament. Jonathan Schanzer explains that Hamas is stalling hostage releases to maintain leverage, banking on Israel's lack of "strategic patience" for indefinite occupation. He explores the idea of a "Tale of Two Gazas," where Israel controls 53% and Hamas 47%, warning that reconstruction aid is improbable if Hamas remains in power. He highlights growing dangers, including the rearming of Hezbollah by Iran and unexpectedly Turkey, forcing Israel to reconsider the northern front. He adds that the Israeli military is actively engaged in "constant gardening" to address armed gangs in the West Bank. THIRD HOUR 1100-1115 The Rise of Extremist Politics in the US and UK. Joseph Sternberg analyzes the rise of extreme political figures like New York mayoral candidate Zohran Mamdani, warning conservatives that opponents' political mistak 1115-1130 The Rise of Extremist Politics in the US and UK. Joseph Sternberg analyzes the rise of extreme political figures like New York mayoral candidate Zohran Mamdani, warning conservatives that opponents' political mistakes do not guarantee their success, citing the UK's Jeremy Corbyn as a parallel. He notes that frustrated voters seek "sledgehammers" on both the left and right. In the UK, he details how Chancellor Rachel Reeves and the Labour government are suffering plummeting approval due to economic mismanagement, forcing tax hikes and breaking promises, benefiting Nigel Farage's Reform UK party. 1130-1145 Nuclear Testing, Venezuela Buildup, and Gaza Occupation. Colonel Jeff McCausland criticizes Secretary Hegseth's suggestion that resuming nuclear testing would make nuclear war "less likely," noting that the US deterrent is already credible and testing would destabilize adversaries. He highlights the excessive US military buildup near Venezuela, questioning the post-intervention mission, referencing the "Pottery Barn theory." Regarding Gaza, he suggests the potential creation of "two Gazas" leads to an indefinite, burdensome Israeli occupation and creates a breeding ground for future insurgency. 1145-1200 Nuclear Testing, Venezuela Buildup, and Gaza Occupation. Colonel Jeff McCausland criticizes Secretary Hegseth's suggestion that resuming nuclear testing would make nuclear war "less likely," noting that the US deterrent is already credible and testing would destabilize adversaries. He highlights the excessive US military buildup near Venezuela, questioning the post-intervention mission, referencing the "Pottery Barn theory." Regarding Gaza, he suggests the potential creation of "two Gazas" leads to an indefinite, burdensome Israeli occupation and creates a breeding ground for future insurgency. FOURTH HOUR 12-1215 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nige. 1215-1230 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military  1230-1245 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1245-100 AM Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley d

The John Batchelor Show
53: US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and streng

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 11:44


US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1917 PRINCETON IN PEKING

The John Batchelor Show
53: US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and streng

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 6:05


US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1914

The John Batchelor Show
55: SHOW 11-5-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT AI AND CHILDREN. FIRST HOUR 9-915 Canada's Troubled Relations with China and the US. Charles Burton (author of The Beaver and the Dragon) analyzes Canad

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 6:28


SHOW 11-5-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT AI AND CHILDREN. FIRST HOUR 9-915 Canada's Troubled Relations with China and the US. Charles Burton (author of The Beaver and the Dragon) analyzes Canadian Prime Minister Carney's meeting with China's Xi Jinping following the APEC conference. Burton described Carney as a "supplicant" who echoed Chinese rhetoric of "constructive and pragmatic interactions," which means focusing on trade while avoiding criticism. Issues discussed included Chinese tariffs on Canadian canola and Canada's tariffs on subsidized Chinese EVs. Burton addresses the severely strained Ottawa-Washington relationship due to US tariffs and President Trump's stated unwillingness to talk, feeding "anti-American sentiment" in Canada. This trade uncertainty is a factor in Canada's massive budget deficit, which aims to fund government infrastructure to compensate for lacking investor interest. Furthermore, concerns persist in Canada regarding Chinese EVs potentially functioning as "listening posts" for state security. 915-930 Canada's Troubled Relations with China and the US. Charles Burton (author of The Beaver and the Dragon) analyzes Canadian Prime Minister Carney's meeting with China's Xi Jinping following the APEC conference. Burton described Carney as a "supplicant" who echoed Chinese rhetoric of "constructive and pragmatic interactions," which means focusing on trade while avoiding criticism. Issues discussed included Chinese tariffs on Canadian canola and Canada's tariffs on subsidized Chinese EVs. Burton addresses the severely strained Ottawa-Washington relationship due to US tariffs and President Trump's stated unwillingness to talk, feeding "anti-American sentiment" in Canada. This trade uncertainty is a factor in Canada's massive budget deficit, which aims to fund government infrastructure to compensate for lacking investor interest. Furthermore, concerns persist in Canada regarding Chinese EVs potentially functioning as "listening posts" for state security. 930-945 The Compact for Academic Excellence in Higher Education. Peter Berkowitz (Hoover Institution Fellow and educator) discusses the Trump administration's "Compact for Academic Excellence in Higher Education," which requires universities to meet ten priorities to qualify for federal benefits like student loans and research grants. While many goals are proper or already legally required (like protecting free speech and obeying civil rights laws), several are highly controversial. These controversial points include demanding that hiring decisions be made solely on individual "merit," which critics redefine to include group diversity, and requiring universities to maintain institutional neutrality on political issues. Most universities rejected the compact, asserting it would impair academic freedom. Berkowitz suggests the administration should use direct financial incentives to reward universities that actively teach free speech, rather than relying on mandates. 945-1000 The Compact for Academic Excellence in Higher Education. Peter Berkowitz (Hoover Institution Fellow and educator) discusses the Trump administration's "Compact for Academic Excellence in Higher Education," which requires universities to meet ten priorities to qualify for federal benefits like student loans and research grants. While many goals are proper or already legally required (like protecting free speech and obeying civil rights laws), several are highly controversial. These controversial points include demanding that hiring decisions be made solely on individual "merit," which critics redefine to include group diversity, and requiring universities to maintain institutional neutrality on political issues. Most universities rejected the compact, asserting it would impair academic freedom. Berkowitz suggests the administration should use direct financial incentives to reward universities that actively teach free speech, rather than relying on mandates. SECOND HOUR 10-1015 US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1015-1030 US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1030-1045 AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categorizes AI believers into four camps: autonomists (who believe AI will achieve consciousness or sentience) and automationists (who view AI as a sophisticated, non-conscious tool). Both camps are divided into "positive" (optimistic) and "negative" (pessimistic) outlooks. Klavan identifies as a positive automationist, seeing AI as an "elaborate adding machine" or "better Google" that is helpful but requires human verification because it often "hallucinates" (makes up facts). He notes that chatbots conclude conversations with questions because they need human input to avoid becoming "deranged" and to improve their ability to predict human speech patterns. 1045-1100 AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categorizes AI believers into four camps: autonomists (who believe AI will achieve consciousness or sentience) and automationists (who view AI as a sophisticated, non-conscious tool). Both camps are divided into "positive" (optimistic) and "negative" (pessimistic) outlooks. Klavan identifies as a positive automationist, seeing AI as an "elaborate adding machine" or "better Google" that is helpful but requires human verification because it often "hallucinates" (makes up facts). He notes that chatbots conclude conversations with questions because they need human input to avoid becoming "deranged" and to improve their ability to predict human speech patterns. THIRD HOUR 1100-1115 US Military Operations off Venezuela and the War in Ukraine. General Blaine Holt (United States Air Force retired) analyzes the significant US military buildup off Venezuela, headquartered at Roosevelt Roads, describing it as a "war-winning force" primarily targeting cartels and sending a global message of American might. He suggests that operations will likely use commando-style tactics rather than a full occupation, potentially leveraging historical events like the Bay of Pigs as cover for unconventional approaches. The conversation pivots to Ukraine, where Russia is effectively using new glide bombs and missiles, having shifted to a wartime mobilization economy. Holt notes the profound erosion of Ukraine's infrastructure and the demoralizing lack of manpower. He argues innovative, inexpensive defenses, such as Reaper drones with Sidewinders or lasers, are needed, as current air defense economics are unsustainable. 1115-1130 US Military Operations off Venezuela and the War in Ukraine. General Blaine Holt (United States Air Force retired) analyzes the significant US military buildup off Venezuela, headquartered at Roosevelt Roads, describing it as a "war-winning force" primarily targeting cartels and sending a global message of American might. He suggests that operations will likely use commando-style tactics rather than a full occupation, potentially leveraging historical events like the Bay of Pigs as cover for unconventional approaches. The conversation pivots to Ukraine, where Russia is effectively using new glide bombs and missiles, having shifted to a wartime mobilization economy. Holt notes the profound erosion of Ukraine's infrastructure and the demoralizing lack of manpower. He argues innovative, inexpensive defenses, such as Reaper drones with Sidewinders or lasers, are needed, as current air defense economics are unsustainable. 1130-1145 The Dominance of the US Dollar and Its Challenges. Alex Pollock (Senior Fellow at the Mises Institute) discusses Kenneth Rogoff's book, Our Currency, Your Problem, focusing on why the US dollar remains the dominant global currency. The dollar's strength is linked to US military power and superior legal and bankruptcy systems, which provide essential "social infrastructure." Pollock recalls the famous quip, "Our currency, your problem," made by Treasury Secretary John Connally in 1971 after the US defaulted on its gold obligations under the Bretton Woods system. Challenges from the Chinese renminbi and crypto are noted, but Rogoff finds serious institutional flaws in China's system. Critically, the growing US national debt is identified as the dollar's "Achilles heel," posing a major threat if global lenders stop lending. 1145-1200 The Dominance of the US Dollar and Its Challenges. Alex Pollock (Senior Fellow at the Mises Institute) discusses Kenneth Rogoff's book, Our Currency, Your Problem, focusing on why the US dollar remains the dominant global currency. The dollar's strength is linked to US military power and superior legal and bankruptcy systems, which provide essential "social infrastructure." Pollock recalls the famous quip, "Our currency, your problem," made by Treasury Secretary John Connally in 1971 after the US defaulted on its gold obligations under the Bretton Woods system. Challenges from the Chinese renminbi and crypto are noted, but Rogoff finds serious institutional flaws in China's system. Critically, the growing US national debt is identified as the dollar's "Achilles heel," posing a major threat if global lenders stop lending. FOURTH HOUR 12-1215 1215-1230 1230-1245 Private Space Enterprise, Artemis Debate, and the Human Body in Space. Bob Zimmerman (Behind the Black) reviews the private space sector, highlighting VAST, which is developing the small manned demo space station Haven One using its own investment capital, unlike other NASA-funded consortiums. VAST's larger planned station, Haven 2, is designed to rotate, creating artificial gravity. This capability is crucial for mitigating the damage extended weightlessness causes the human body, such as cardiovascular weakening, bone density loss, and vision problems (the eye flattens). Zimmerman notes the ongoing debate over NASA's Artemis program, where former administrators clash over SpaceX's ability to build the lunar lander on time, often driven by lobbying interests. He also reports that China recently set a new national record for successful launches in a single year (67 completed). 1245-100 AM Private Space Enterprise, Artemis Debate, and the Human Body in Space. Bob Zimmerman (Behind the Black) reviews the private space sector, highlighting VAST, which is developing the small manned demo space station Haven One using its own investment capital, unlike other NASA-funded consortiums. VAST's larger planned station, Haven 2, is designed to rotate, creating artificial gravity. This capability is crucial for mitigating the damage extended weightlessness causes the human body, such as cardiovascular weakening, bone density loss, and vision problems (the eye flattens). Zimmerman notes the ongoing debate over NASA's Artemis program, where former administrators clash over SpaceX's ability to build the lunar lander on time, often driven by lobbying interests. He also reports that China recently set a new national record for successful launches in a single year (67 completed).

The Steve Gruber Show
Brendan Steinhauser | AI Security in a Changing Global Landscape

The Steve Gruber Show

Play Episode Listen Later Nov 6, 2025 11:00


Brendan Steinhauser, CEO of the Alliance for Secure AI, joins the show to discuss the implications of the recent Trump–Xi meeting for AI security and global technology governance. He explains how leadership discussions between world powers influence the development, deployment, and regulation of artificial intelligence, and why ensuring secure, responsible AI is critical for national and international safety. Brendan also highlights potential risks, collaboration opportunities, and the growing importance of robust AI security frameworks to protect infrastructure, data, and technological innovation.

ChinaPower
APEC, ASEAN, and the Trump-Xi Meeting: A Conversation with Henrietta Levin and Gregory Poling

ChinaPower

Play Episode Listen Later Nov 6, 2025 43:34


In this episode of the ChinaPower Podcast, Henrietta Levin and Gregory Poling unpack the outcomes of the ASEAN Summit and the Trump–Xi meeting on the sidelines of APEC. They examine how Washington and Beijing are prioritizing economic stability over strategic confrontation, why topics like Taiwan and the South China Sea were not discussed, and how ASEAN is seeking balance through new trade and digital initiatives. The discussion concludes with what to watch next, particularly with China's trade implementation and rising tensions in the South China Sea. Henrietta Levin is a senior fellow with the Freeman Chair in China Studies at CSIS in Washington, D.C. She previously held senior roles at the U.S. Department of State and the White House, spearheading U.S. strategy and diplomacy in the Indo-Pacific. Greg Poling is the director of the Southeast Asia Program and the Asia Maritime Transparency Initiative at CSIS, focusing on maritime security and regional diplomacy in the Indo-Pacific.

The John Batchelor Show
49: Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housi

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 12:39


Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. GRAND CENTRAL 1890

The John Batchelor Show
49: Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housi

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 5:10


Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. FIVE POINTS

The John Batchelor Show
49: Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provid

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 10:34


Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1911 NIGERIA

The John Batchelor Show
49: Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 7:15


Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1949 NIGERIA

The John Batchelor Show
49: Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 13:25


Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1895 NIGERIA

The John Batchelor Show
49: Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 6:15


Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1910 NIGERIA

Sinica Podcast
Lizzi Lee on Involution, Overcapacity, and China's Economic Model

Sinica Podcast

Play Episode Listen Later Nov 5, 2025 84:51


This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

FP's First Person
Unpacking the Trump-Xi Meeting

FP's First Person

Play Episode Listen Later Nov 4, 2025 38:19


China analyst and former policymaker Elizabeth Economy sits down with Ravi Agrawal to unpack the meeting that took place last week between U.S. President Donald Trump and Chinese President Xi Jinping. What was agreed to? What does it mean for the broader trajectory of the world's most important bilateral relationship? Plus, Ravi's One Thing on Trump threatening military action in Nigeria. Kọ́lá Túbọ̀sún: Why Is Trump Suddenly Talking About Invading Nigeria? Wall Street Journal: Lingling Wei: China's New Strategy for Trump: Punch Hard, Concede Little  Rishi Iyengar, Christina Lu, and Keith Johnson: What Trump and Xi Did—and Didn't—Agree to James Palmer: Trump and Xi Step Back From the Brink—for Now Alasdair Phillips-Robins: Xi May Have Miscalculated on Rare Earths Christina Lu: Will Trump's Critical Minerals Blitz Pay Off? Learn more about your ad choices. Visit megaphone.fm/adchoices

CrossroadsET
Trump–Xi Meeting Suggests Leaders Headed Toward Decoupling

CrossroadsET

Play Episode Listen Later Nov 3, 2025 47:18


The United States is moving toward a larger break from the Chinese Communist Party (CCP). This emerging reality came to the forefront during a key meeting between President Donald Trump and CCP leader Xi Jinping. While they were able to make a deal, the broader picture suggests the countries will move further apart.We'll discuss this topic, and others, in this episode of Crossroads.Views expressed in this video are opinions of the host and guests, and do not necessarily reflect the views of The Epoch Times.

Patrick Boyle On Finance
China's Rare Earth Chokehold!

Patrick Boyle On Finance

Play Episode Listen Later Nov 3, 2025 27:55


In this video, we explore how China's dominance in rare earth elements has become a powerful geopolitical tool—and why the United States is struggling to catch up. From the Mountain Pass mine in California to Apple's $500 million recycling push, we unpack the strategic importance of rare earths in everything from electric vehicles and smartphones to fiber optics and missile systems.We also look at the recent Trump–Xi summit, the temporary truce on export controls, and the deeper tensions that remain unresolved. Why are rare earths so hard to substitute? How does China's export licensing regime work? And what happens if the U.S. gets cut off?Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 3-Nov

FactSet U.S. Daily Market Preview

Play Episode Listen Later Nov 3, 2025 4:45


US equity futures were higher Monday. Asian equities broadly firmed, led by a record-setting Kospi surge, while European markets opened stronger. Investor sentiment improved after the White House detailed the Trump-Xi trade truce. In addition, OPEC+ decided to pause output increases, lifting crude prices. Meanwhile, South Korea's export recovery accelerated in October, while Taiwan's PMI remained in contraction. On the policy front, multiple Fed officials delivered hawkish remarks, signaling caution on further rate cuts, though market reaction was muted.Companies mentioned: NVIDIA, Amazon, Westpac Banking

The Good Fight
The Good Fight Club: Mamdani Mania, the Neverending Shutdown, and the Trump-Xi Summit

The Good Fight

Play Episode Listen Later Nov 1, 2025 46:37


Richard Aldous, Sabina Ćudić, and Damon Linker join Yascha Mounk to dissect this week's news. In this week's conversation, Yascha Mounk, Richard Aldous, Sabina Ćudić, and Damon Linker explore the future of the Democratic Party, from midterm predictions to the unstoppable rise of Zohran Mamdani, the impact of the ongoing government shutdown, and the recent meeting between Donald Trump and Xi Jinping. Richard Aldous is Eugene Meyer Distinguished Professor of History at Bard. His latest books are The Dillon Era and Schlesinger. He hosts Persuasion's books and ideas podcast, Bookstack.  Sabina Ćudić is elected member of the National Parliament of Bosnia and Herzegovina, vice president of the Foreign Relations Committee, vice president of the European liberals in the Parliamentary Assembly of the Council of Europe in Strasbourg, and the president of Naša stranka, a progressive, social-liberal political party. Damon Linker is a senior lecturer in political science at the University of Pennsylvania and writes the subscription newsletter “Notes from the Middleground” at Substack. If you have not yet signed up for our podcast, please do so now by following ⁠⁠⁠this link on your phone⁠⁠⁠. Email: leonora.barclay@persuasion.community Podcast production by Jack Shields and Leonora Barclay. Connect with us! ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple⁠⁠⁠ | ⁠⁠⁠Google⁠⁠⁠ X: ⁠⁠⁠@Yascha_Mounk⁠⁠⁠ & ⁠⁠⁠@JoinPersuasion⁠⁠⁠ YouTube: ⁠⁠⁠Yascha Mounk⁠⁠⁠, ⁠⁠⁠Persuasion⁠⁠⁠ LinkedIn: ⁠⁠⁠Persuasion Community Learn more about your ad choices. Visit megaphone.fm/adchoices

Economist Podcasts
Truce story: (a sketch of) a Trump-Xi trade deal

Economist Podcasts

Play Episode Listen Later Oct 31, 2025 27:13


Presidents Donald Trump and Xi Jinping agreed to holster their trade weapons for now. But even if the deal holds, it does not address the deeper problems in the relationship. We examine why mercenaries—and slick international firms that employ them—are doing a roaring trade these days. And a Halloween look at what our correspondent calls a golden age of horror.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

The Intelligence
Truce story: (a sketch of) a Trump-Xi trade deal

The Intelligence

Play Episode Listen Later Oct 31, 2025 27:13


Presidents Donald Trump and Xi Jinping agreed to holster their trade weapons for now. But even if the deal holds, it does not address the deeper problems in the relationship. We examine why mercenaries—and slick international firms that employ them—are doing a roaring trade these days. And a Halloween look at what our correspondent calls a golden age of horror.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

PBD Podcast
Trump & Xi, Putin's Nuclear Warning & Patel STOPS Charlie Kirk Investigation | PBD Podcast | Ep. 676

PBD Podcast

Play Episode Listen Later Oct 31, 2025 134:06


Patrick Bet-David sits down with Tom Ellsworth, Vincent Oshana, and Adam Sosnick to cover Trump's breakthrough meeting with Xi Jinping, Vladimir Putin's new nuclear-powered missile warning, and Kash Patel allegedly shutting down the investigation into Charlie Kirk's assassination.------

American Prestige
AP x NonZero - Trump-Xi Truce, Gaza Ceasefire & Other Sketchy Deals

American Prestige

Play Episode Listen Later Oct 31, 2025 41:11


The greatest recurring crossover in the biz, between AP and ⁠NonZero Newsletter⁠, returns. ⁠Subscribe now to AP⁠ and you'll also get the overtime segment as well as a discounted membership to Nonzero! ⁠Part One Video⁠ (0:00) Bob tries to lower American Prestige's self-esteem  (3:07) The Trump-Xi trade talks  (6:44) Making sense of Trump's nuclear saber-rattling  (10:34) Signs of a US-China vibe shift  (16:36) Is AI accelerating science?  (23:25) Bill Gates's climate change of heart  (29:30) This week's Gaza ceasefire death toll  (34:19) Overtime preview: Bob vs Danny on international law

Grain Markets and Other Stuff
Will China REALLY Buy 440 MILLION Bushels of US Soybeans in the next 3 Months??

Grain Markets and Other Stuff

Play Episode Listen Later Oct 31, 2025 22:36


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.✅ Welcome back — today we're breaking down China's long-term soybean commitment and what it really means for US farmers.

Bloggingheads.tv
Trump-Xi Truce, Gaza Ceasefire & Other Sketchy Deals (Robert Wright, Derek Davison, and Daniel Bessner)

Bloggingheads.tv

Play Episode Listen Later Oct 31, 2025 60:00


Bob tries to lower American Prestige's self-esteem ... The Trump-Xi trade talks ... Making sense of Trump's nuclear saber-rattling ... Signs of a US-China vibe shift ... Is AI accelerating science? ... Bill Gates's climate change of heart ... This week's Gaza ceasefire death toll ... Overtime preview: Bob vs Danny on international law ...

Multipolarista
Trump is losing the trade war with China - which he started

Multipolarista

Play Episode Listen Later Oct 31, 2025 39:38


Donald Trump is losing the trade war on China, which he started. The agreement he made at the meeting with President Xi Jinping shows how the US is much more dependent on the Chinese economy than vice versa. Political economist Ben Norton explains how Trump's tariffs have hurt American workers, especially farmers, while China advances as a new technological and manufacturing superpower. VIDEO: https://www.youtube.com/watch?v=MWrdxBODSUE Topics 0:00 Trump's meeting with Xi Jinping 1:07 China successfully defends itself 2:58 China is a new "economic superpower" 4:04 This is a one-year "tactical detente" 4:47 Details of Trump-Xi agreement 6:20 Trump undoes "self-inflicted" damage 7:02 Scott Bessent claimed China had "losing hand" 7:40 China is less dependent on US economy 8:24 Analyzing US-China trade 9:59 USA is dependent on Chinese tech 11:06 China is a manufacturing superpower 12:08 China's domestic revenue vs exports 13:43 Bipartisan US trade war 14:30 One-year trade truce 15:40 US midterm elections coming up in 2026 16:12 Poll: Republicans (and Dems) are unpopular 16:48 Trump's low approval rating of 39% 17:27 US consumers pay for Trump's tariffs 18:54 Inflation and US economic problems 20:58 US manufacturing jobs decline 22:32 Soybean war: Trump's tariffs hurt farmers 24:38 China buys soybeans from Latin America 25:25 Trump's bailout of farmers 27:24 China's rare earth dominance 28:58 US industry needs China's rare earths 30:40 Chip war: US semiconductor restrictions 31:54 China develops domestic chip industry 33:40 China's new 5-year plan pushes tech 34:31 Made in China 2025 industrial policy 35:45 China leads in critical technologies 37:22 China's "technological self-reliance" 38:25 USA is losing trade war 39:25 Outro

Up First
Trump-Xi Meeting, Head Start Funding, Surgeon General Nominee

Up First

Play Episode Listen Later Oct 30, 2025 13:18


President Trump met with China's President Xi Jinping in South Korea, where the two leaders agree to ease trade tensions after months of tariff wars and threats. More than 65,000 children could lose access to Head Start as the government shutdown threatens to cut off funding for childcare and early learning programs. And Trump's nominee for Surgeon General, Dr. Casey Means, faces questions today in her Senate confirmation hearing.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Miguel Macias, Lauren Migaki, Diane Webber, Mohamad ElBardicy and Ally Schweitzer.It was produced by Ziad Buchh, Nia Dumas and Christopher ThomasWe get engineering support from Damian Herring-Nathan. And our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

WSJ What’s News
Trump, Xi Scale Back Trade Tensions

WSJ What’s News

Play Episode Listen Later Oct 30, 2025 14:46


A.M. Edition for Oct. 30. President Trump and Chinese leader Xi Jinping emerged from their first face-to-face meeting in six years with a temporary truce in their trade fight. WSJ's Meridith McGraw explains what the superpowers' agreement entails. Plus, Trump says the U.S. will begin testing nuclear weapons on an “equal basis” with Russia and China. And, WSJ's Katherine Clarke details why the Hamptons luxury housing market is staging a comeback for the ages. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

CNN Tonight
Trump, Xi Hold High-Stakes Meeting Amid Trade War

CNN Tonight

Play Episode Listen Later Oct 30, 2025 47:21


President Trump and China's President Xi went face-to-face to discuss trade negotiations and at stake is the trade war that has put the United States' economy on a roller coaster ride that just doesn't seem to end.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Wright Report
30 OCT 2025: Rate Cut & Robots: An Economic Update That Will Shape the Midterms // Kash & Tulsi Clash on US Threat Intel // Trump vs. Xi: The Meeting // Warning From the Netherlands

The Wright Report

Play Episode Listen Later Oct 30, 2025 31:38


Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan covers the Federal Reserve's rate cut and what it means for Trump's economy, the looming risks of the AI revolution, a power struggle inside the FBI and U.S. intelligence community, and the explosive fallout from Trump's nuclear weapons announcement during his summit with China's Xi Jinping. The Fed Cuts Rates — and Markets Panic: The Federal Reserve lowered interest rates by a quarter point as expected, but markets tanked when Chairman Jerome Powell signaled no further cuts this year. Bryan warns that the Fed may be playing politics against Trump and that the slowdown — fueled by AI-driven job losses — could spark a populist backlash before next year's midterms. The AI Revolution and a New Working Class Crisis: Major companies like Amazon are slashing tens of thousands of white-collar jobs as AI automation takes hold. Bryan compares today's upheaval to the Industrial Revolution, predicting decades of struggle for young workers and a coming rise in left-wing populism if the White House fails to address economic pain. FBI vs. Intel Community Turf War: FBI Director Kash Patel and Intel Chief Tulsi Gabbard are battling over who controls America's counterintelligence mission — the same bureaucratic fight that contributed to 9/11. Bryan urges listeners to back a new congressional bill centralizing the mission under one agency before disaster strikes again. Trump and Xi — A Nuclear Gamble: During his summit with China's President Xi, Trump announced that the U.S. will resume nuclear weapons testing for the first time since 1992. China's reaction was icy, though both sides reaffirmed trade and fentanyl agreements. Meanwhile, Malaysia already broke part of its rare earth deal with Washington, proving how fragile global cooperation remains. The Netherlands and a Warning for Trump: Populist Dutch leader Geert Wilders lost power after failing to deliver economic results, offering what Bryan calls "a cautionary tale for the GOP." He argues Republicans must scrap the Senate filibuster and act decisively on jobs and immigration before their working-class base walks away. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Federal Reserve rate cut Powell, Trump economy AI revolution, Amazon layoffs automation, FBI Tulsi Gabbard counterintelligence bill, Trump Xi nuclear testing summit, China rare earth exports Malaysia, Geert Wilders Netherlands election loss, GOP filibuster reform

Cult of Conspiracy
Cajun Knight Live 42

Cult of Conspiracy

Play Episode Listen Later Oct 30, 2025 122:07 Transcription Available


Join us as we start our Live talk with the U Haul truck inccident in San Francisco attempting to ram Coast Guardsmen and federal agents. We then shift over to the Trump-Xi meeting that is taking place to hopefully put to rest the tariff war between the two countries. Speaking of Trump, 24 states are now sueing him for the halt on SNAP benifits, although we next discuss how multiple Democrats acknowledge that this halt (and the government shut down as a whole) are being used as political leverage despite how many people it will effect. We then shift over to the hurricane that demolished Jamaica, then we debunk the Venezuelan claims that Maduro has captured CIA agents attempting to set up a false flag operation. The Russian president is touting that they have now created a weapon that no one else on earth has, a nuclear powered missle! I guess they are unaware that America developed this technology already and scrubbed it because it's stupid...back in 1961! Isreal has reattacked Gaza killing over 100 people, then says it will continue the cease fire, over an alleged scandal involving the return of hostage remains that have already been returned two years ago. We then shift over to Sudan and discuss the genocide that is un folding there by the RSF, before we finish off talking about the massive gang raids that are taking place in Brazil killing 136 gang members by police and military forces.To join in on the conversation next week, come to patreon.com/CajunKnightBecome a supporter of this podcast: https://www.spreaker.com/podcast/cult-of-conspiracy--5700337/support.

The 7
Trump-Xi meeting; Hurricane Melissa; Sonya Massey killing verdict; and more

The 7

Play Episode Listen Later Oct 30, 2025 9:46


Thursday, October 30. The seven stories you need to know today. Read today's briefing.If you're not a subscriber, click here to start.

PBS NewsHour - Segments
Trump should ‘hold the line’ and block AI chips from Chinese market, ex-ambassador says

PBS NewsHour - Segments

Play Episode Listen Later Oct 30, 2025 6:30


To discuss the Trump-Xi meeting, Geoff Bennett spoke with former U.S. Ambassador to China Nicholas Burns. A diplomat with decades of service under Republican and Democratic administrations, Burns served as envoy during the Biden Administration. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

PBS NewsHour - Segments
Trump-Xi agreement a ‘fragile truce,’ former deputy national security advisor says

PBS NewsHour - Segments

Play Episode Listen Later Oct 30, 2025 6:28


For another view on the Trump-Xi meeting, Amna Nawaz spoke with Matt Pottinger. He was deputy national security adviser in the first Trump administration and spearheaded China policy as the confrontation with Beijing accelerated. He now serves as chairman of the China Program at the Foundation for Defense of Democracies, a Washington think tank. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Grain Markets and Other Stuff
"Don't Call it a Trade Deal" - Soybean Prices Fall Following Trump/Xi "Truce"

Grain Markets and Other Stuff

Play Episode Listen Later Oct 30, 2025 11:17


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.

WSJ Minute Briefing
U.S. Lowers China Tariffs After Trump, Xi Meeting

WSJ Minute Briefing

Play Episode Listen Later Oct 30, 2025 3:07


Plus: President Trump has ordered the Pentagon to begin testing America's nuclear weapons on “an equal basis” with Russia and China. And, Universal Music settles a copyright dispute with artificial intelligence music generator Udio. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

FP's First Person
Is the AI Economy a Bubble?

FP's First Person

Play Episode Listen Later Oct 30, 2025 42:18


Is the AI boom a bubble? What happens if it pops? Economist Jared Bernstein joined FP Live to sound the alarm on the growth and investment in the AI sector. Plus, Ravi's One Thing on the first Trump-Xi meeting in six years.  James Palmer: Trump and Xi Step Back From the Brink—for Now Rishi Iyengar, Christina Lu, and Keith Johnson: What Trump and Xi Did—and Didn't—Agree To Sahil Shah: Trump's Vagueness Over Nuclear Testing Could Fuel an Arms Race New York Times: Jared Bernstein and Ryan Cummings: Warning: Our Stock Market Is Looking Like a Bubble Ravi Agrawal: Is the AI Economy a Bubble? Bhaskar Chakravorti: 10 New AI Challenges—and How to Meet Them Bhaskar Chakravorti: American AI Is High on Its Own Supply Learn more about your ad choices. Visit megaphone.fm/adchoices

Bannon's War Room
Episode 4887: What To Expect With The Trump Xi Meeting; Biden Admins Attacks On Free Speech

Bannon's War Room

Play Episode Listen Later Oct 29, 2025


Episode 4887: What To Expect With The Trump Xi Meeting; Biden Admins Attacks On Free Speech

Brexitcast
The Art of the Trump-Xi Trade Deal

Brexitcast

Play Episode Listen Later Oct 29, 2025 32:51


Today, President Trump has arrived in South Korea ahead of his meeting with President Xi Jinping at APEC. The two are set to discuss a possible trade deal which could bring the US and China back from the brink of a global trade war. Adam is joined by China correspondent Laura Bicker and Americast host Anthony Zurcher, both in South Korea, to discuss TikTok, tariffs and soybeans, as they analyse how the two countries might finalise a deal. Plus, climate editor Justin Rowlatt joins Adam to explore the role climate change is playing in making extreme weather events worse as Hurricane Melissa continues it's path through the Caribbean. You can join our Newscast online community here: https://bbc.in/newscastdiscordGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Anna Harris with Adriana Urbano and Jem Westgate. The social producer was Joe Wilkinson. The technical producer was Mike Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.

CNN News Briefing
Trump-Xi Meeting, Melissa Hits Cuba, Interest Rates Cut and more

CNN News Briefing

Play Episode Listen Later Oct 29, 2025 6:43


Here's what we're expecting from President Donald Trump's much anticipated meeting with China's leader Xi Jinping. After causing devastation in Jamaica, Hurricane Melissa is now lashing Cuba. Israel has given an update on the ceasefire in Gaza. The Federal Reserve is set to cut interest rates today – and we'll explain why it may be the last time for a while. Plus, the drama from last night's World Series match between the Toronto Blue Jays and the LA Dodgers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

WSJ What’s News
U.S. and China Signal Trade Progress Ahead of Trump-Xi Meeting

WSJ What’s News

Play Episode Listen Later Oct 27, 2025 13:53


A.M. Edition for Oct. 27. President Trump touches down in Tokyo, following a busy weekend in Malaysia that included trade agreements with several nations. Plus, Javier Milei scores a decisive victory in Argentina, which WSJ's Chelsey Dulaney says will allow talks to continue on a multi-billion aid package for the struggling country. And, American women's pay is falling, with return-to-office mandates possibly to blame. Caitlin McCabe hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices