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In this episode of China Decode, Alice Han and James Kynge break down Xi Jinping's next five-year plan and the politics behind it, explore the US-China soybean trade war and its impact on American farmers, and dive into the rise of a viral “Chinese Trump” comedian. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Market Update and Geopolitical Insights: October 7th Analysis In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets as of Tuesday, October 7th. He covers the recent performance of the DOW, S&P, and Nasdaq, highlighting a moderate sell-off in technology and value names. He also discusses the recent government shutdown impacting economic data release and provides insights on various Fed governors' positions on inflation and monetary policy. Additionally, the episode delves into significant geopolitical topics, such as the Russia-Ukraine conflict's impact on energy prices, evolving US-China relations, and the increasing risks related to maritime shipments. Lastly, Brian addresses a listener's question regarding the health and implications of companies going private. 00:00 Introduction and Market Overview 01:09 Federal Reserve Updates 02:51 Geopolitical Insights 03:43 US-China Relations and Global Trade 05:36 Private Companies and Market Liquidity 06:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Mike speaks with Nicholas Burns, Managing Roy and Barbara Goodman Family Professor of the Practice of Diplomacy and International Relations at Harvard University's Kennedy School of Government. Burns previously served as the U.S. Ambassador to the People's Republic of China from 2021-2025. They discuss where we are in U.S.-China relations, how the relationship has become much more complicated in recent years, how the U.S. is working with allies and partners in the region, their vital role in supporting U.S. strategic interests in the Indo-Pacific, and much more.
Xi Jinping has built the most advanced surveillance state in human history. But despite Silicon Valley's help and China's Great Firewall, the CCP still fears one thing. In this clip, Xiao Qiang of China Digital Times explains how. Watch the full podcast here! https://chinauncensored.tv/programs/podcast-311
The Palestinian liberation struggle is a fundamental class and anti-colonial issue. First-time guest to the podcast, Professor Omar Zahzah, talks with Steve about the active collaboration of Silicon Valley tech giants with the US and Israeli governments to censor and suppress anti-Zionist narratives. "What these companies are doing is digitally amplifying a physical process of settler colonial dispossession." Omar goes beyond labeling digital censorship as simple political bias. He argues that Silicon Valley's actions are a direct extension of imperialist goals in Palestine: the erasure of a people, their narrative, and their history. Big Tech is not a referee – not even a biased one. It is an active combatant. Omar provides a sharp critique of how the language of safety and anti-racism is co-opted and weaponized. Online platforms use terms like "harassment" and "hate speech" to silence criticism. In their discussion, Omar and Steve apply Antonio Gramsci's theory of cultural hegemony to the digital sphere. They analyze how Big Tech platforms shape our "common sense," not just through outright censorship, but through algorithmic curation, shadow-banning, and overwhelming activists with trolls and bots, waging a "digital war of attrition" that drains energy and shifts perceptions. They also suggest the potential TikTok ban is not just a US-China trade issue but a symptom of a crisis of hegemony. Omar Zahzah is a writer, poet, organizer of Lebanese Palestinian descent, and Assistant Professor of Arab and Muslim Ethnicities and Diasporas (AMED) Studies at San Francisco State University. Omar has covered digital repression in relation to Palestine as a freelance journalist since May 2021, with work appearing in such outlets as Al Jazeera, Middle East Eye, Electronic Intifada, Mondoweiss, CounterPunch, and more. Omar holds a PhD in Comparative Literature from UCLA. His recently published book is Terms of Servitude: Zionism, Silicon Valley, and Digital Settler Colonialism in the Palestinian Liberation Struggle @dromarzahzah on X
HEADLINE: Trade Slowdown Reflected in Sharp Dip in US-Asia Shipping GUEST NAME: Chris RiegelSUMMARY: John Batchelor speaks with Chris Riegel about declining Asia-US West Coast shipping, reflecting US-China tariff impacts. Chinese port sailings and container units have dropped 15-20%, with year-end reductions expected. This significant decline indicates a dramatic slowdown in US-China trade beyond initial projections.
PREVIEW HEADLINE: Trade Slowdown Reflected in Sharp Dip in US-Asia Shipping GUEST NAME: Chris Riegel50 WORD SUMMARY: John Bachelor speaks with Chris Riegel about declining Asia-US West Coast shipping, reflecting US-China tariff impacts. Chinese port sailings and container units have dropped 15-20%, with year-end reductions expected. This significant decline indicates a dramatic slowdown in US-China trade beyond initial projections.
US officials and lawmakers seem to be increasingly concerned about China's global network of ports, including Greece's port of Piraeus, and reports indicate the Trump administration is on a mission to weaken Beijing's hand here. Dr. Elizabeth Economy, an acclaimed author and expert on Chinese domestic and foreign policy and a former senior advisor for China in the Department of Commerce, joins Thanos Davelis as we look into this dimension of the US-China power struggle, breaking down what it means for Greece and the Eastern Mediterranean.You can read the articles we discuss on our podcast here:U.S. targets China's grip on global ports in sweeping maritime missionUS monitoring Piraeus PortGov't unveils ‘bold' military overhaulUS committed to bizonal, bicommunal federation in Cyprus
Most magnets are made from rare-earth elements imported from China, and access to these elements has become a bargaining chip in the U.S. trade war with China. But the magnet supply could become less of a concern, if a Minnesota company is successful in its bid to replace rare-earth magnets. Niron Magnetics held an official groundbreaking of its new manufacturing plant in Sartell last week. MPR News correspondent Kirsti Marohn joined Minnesota Now to share what she's learned, as a part of a regular check-in with reporters in Greater Minnesota.
US equity futures are firmer. Asian markets advanced, and European equities opened firmer. Soybeans have become a flashpoint in US-China trade talks after President Trump criticized Beijing for halting US purchases, saying he will raise the issue with President Xi next month. In addition, the US government shutdown continued after the Senate again failed to pass stopgap funding legislation, however, shutdown widely telegraphed and remains more noise than news, though data delays and Trump threat of mass federal worker firings the near-term; Meanwhile, US macro releases showed weakness, with September ADP private payrolls falling, though September ISM manufacturing improved modestly from August.Companies Mentioned: OpenAI, Exxon Mobil, Apple
In the weeks since Chinese President Xi Jinping announced the new Global Governance Initiative (GGI) during a speech at the SCO summit in Tianjin, Beijing's propaganda apparatus has been working overtime to build support for the new plan, particularly in Africa, Latin America, and other developing regions. The GGI is the latest in a series of Chinese global initiatives that also focus on development, human rights, and security, which it's using to stake a larger claim for international leadership at a time when the U.S.-led system is collapsing. Brian Wong, an assistant professor at Hong Kong University and a leading scholar on Chinese global governance, joins Eric to discuss what Beijing is hoping to accomplish with the GGI and its other governance initiatives. SHOW NOTES: Routledge: Moral Debt: Defending a New Account of Reparative Justice by Brian Wong Hong Kong University Press: Towards a Future for BRICS+ edited by Heiwai Tang and Brian Wong JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH: www.projetafriquechine.com | @AfrikChine JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
China & the Hill is now on Substack! China & the Hill is a weekly newsletter covering Washington DC's China-focused debates, actions, and reactions. Readers will receive a curated digest of each week's most pressing U.S.-China news and its impact on businesses and policy, and can listen to the top stories in podcast form on the U.S.-China Podcast.
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion” (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com Follow Rene: https://x.com/renehaas237 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing
India's oil future is being shaped by global power moves and hidden agendas. What does this mean for the Indian economy and global energy security.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj will be in conversation with energy expert Dr Anas Al Hajji to uncover the real story behind India's dependence on Russian oil, US tariffs on imports, and the role of OPEC, China, and Europe.Why is the International Energy Agency often wrong in its forecasts. How are India's refineries preparing for shifting crude supplies. Could China's oil storage strategy reshape global prices. And what really determines whether sanctions on Russia work or fail.We explore the truth about oil demand growth, future energy prices, and the geopolitical tensions driving markets. From India's energy security to US China trade wars, from Russia's oil exports to Canada's pipelines, this is a deep dive into the forces that will shape oil and energy markets through 2026.If you want to understand the next surge in oil demand, the risks for India's economy, and the opportunities for business leaders, this conversation is a must watch.Stay with us for sharp insights, expert analysis, and clear answers on where India and the world are heading in the global oil game.Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)
We're learning more about how the TikTok deal will look and just how much money will flow back to China This isn't going to be just an ownership play, which largely explains why US Vice President JD Vance said the price tag for the sale would be about $14 billion – far below the $35-$40 billion estimate analysts had expected. They will have an ownership stake, but that's in addition to licensing fees and profit sharing. This group of investors is said to include names like Rupert Murdoch and Michell Dell, as well as Oracle who currently host TikTok's US data. Between the two, it's estimated about half the profits of TikTok US will go back to ByteDance. Critics will say the law doesn't allow for "cooperation", while those in favour will focus on the "operation of" part of the language. Will other nations opt to take the US version? In Australia this is the question on the table. Liberal senator James Paterson is suggesting that if the deal went ahead, then Australia should move to the US version of the app. Ad-free Facebook and Instagram is coming to the UK Paid versions of Facebook and Instagram in the UK will remove advertising from both platforms. Users will be given the choice to pay £3-£4 a month to access ad-free versions of either service. The UK's privacy watchdog, the Information Commissioner's Office, "welcomed" the new model, saying it moves Meta away from targeting users with ads as part of the standard terms and conditions. Based on that price point, it means we're each worth about $65 USD a year to Meta – around $110 NZD a year. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Jake Sullivan was the US National Security Advisor from 2021-2025. He joined our friends on The Cognitive Revolution podcast in August to discuss AI as a critical national security issue. We thought it was such a good interview and we wanted more people to see it, so we're cross-posting it here on The 80,000 Hours Podcast.Jake and host Nathan Labenz discuss:Jake's four-category framework to think about AI risks and opportunities: security, economics, society, and existential.Why Jake advocates for "managed competition" with China — where the US and China "compete like hell" while maintaining sufficient guardrails to prevent conflict.Why Jake thinks competition is a "chronic condition" of the US-China relationship that cannot be solved with “grand bargains.”How current conflicts are providing "glimpses of the future" with lessons about scale, attritability, and the potential for autonomous weapons as AI gets integrated into modern warfare.Why Jake worries that Pentagon bureaucracy prevents rapid AI adoption while China's People's Liberation Army may be better positioned to integrate AI capabilities.And why we desperately need private sector leadership: AI is "the first technology with such profound national security applications that the government really had very little to do with."Check out more of Nathan's interviews on The Cognitive Revolution YouTube channel: https://www.youtube.com/@CognitiveRevolutionPodcastOriginally produced by: https://aipodcast.ingThis edit by: Simon Monsour, Dominic Armstrong, and Milo McGuire | 80,000 HoursChapters:Cold open (00:00:00)Luisa's intro (00:01:06)Jake's AI worldview (00:02:08)What Washington gets — and doesn't — about AI (00:04:43)Concrete AI opportunities (00:10:53)Trump's AI Action Plan (00:19:36)Middle East AI deals (00:23:26)Is China really a threat? (00:28:52)Export controls strategy (00:35:55)Managing great power competition (00:54:51)AI in modern warfare (01:01:47)Economic impacts in people's daily lives (01:04:13)
In this special, in-person episode, host Ray Powell sits down with James Minnich, professor at the Daniel K. Inouye Asia-Pacific Center for Security Studies and editor of the Center's new book Edge of Competition: Disruption, Division, and Competition in the Indo-Pacific. Recorded in APCSS' studios in Hawaii, they dive deep into the region's most pressing geopolitical challenges, exploring how disruption, division, and competition are reshaping global security and economics.James shares insights from the book, highlighting why the Indo-Pacific matters to everyone—from Taiwan Strait tensions and South China Sea disputes to the rise of multipolar dynamics involving China, the US, India, and ASEAN. They discuss whether we've reached "peak China," globalization's double-edged sword, ASEAN centrality, spheres of influence and the need for narrative warfare to counter malign influence operations. Plus, James recounts a story from his time at the UN Command Military Armistice Commission in South Korea, blending negotiation tactics with real-world security operations.Whether you're tracking US-China relations, maritime security in East Asia, or broader Indo-Pacific geopolitics, this episode unpacks the ongoing disruptions that are already impacting global trade, technology, and stability. Don't miss this expert analysis on Taiwan, Korean Peninsula security, and strategies for resilience in a competitive world.Key Topics Covered:Disruption in the Indo-Pacific: Peak China debates, Taiwan's semiconductor dominance, and globalization's risks.Division and Multipolarity: India's role, ASEAN communities of interest, and the pitfalls of spheres of influence.South China Sea escalations, South Korea's strategic clarity, and commanding the narrative against political warfare.Mastering the clock, weaponizing resilience, and proactive information strategies.
This is a free preview of a paid episode. To hear more, visit zeteo.comIn this week's segment from Mehdi Unfiltered, Mehdi is joined by Pakistani Defense Minister Khawaja Asif to discuss the imprisonment of Imran Khan, ‘Flirtatious' Relations with US, China's Treatment of Uyghurs, and More.SUBSCRIBE TO ZETEO TO SUPPORT INDEPENDENT AND UNFILTERED JOURNALISM: https://zeteo.com/subscribeWATCH ‘MEHDI UNFILTERED' ON SUBSTACK: https://zeteo.com/s/mehdi-unfilteredFIND ZETEO:Twitter: https://twitter.com/zeteo_newsInstagram: https://www.instagram.com/zeteonewsTikTok: https://www.tiktok.com/@zeteonewsFIND MEHDI:Substack: https://substack.com/@mehdirhasanTwitter: https://twitter.com/@mehdirhasanInstagram: https://www.instagram.com/@mehdirhasanTikTok: https://www.tiktok.com/@mehdirhasan
US equity futures are slightly higher. Asia mostly advanced, and European equity opened little lower. Fed commentary continued to temper expectations for near-term rate cuts; Market focus remains on Friday's core PCE release and potential month-end rebalancing, with Goldman projecting $22B in US pension selling pressure; In other trade news, US-China tech and trade tensions persisted, with Washington launching new S.232 tariff probes into robotics, industrial machinery and medical equipment, and Reuters sources noted G7 and EU weighing rare earths price floors, as well as a tariff on Chinese rare earths imports, in bid to reduce reliance on China. Reports of upcoming US-China technical trade talks next Thursday and executive order on TikTok deal may be signed.Companies Mentioned: Anglogold Ashanti, TechnoPro Holdings, Blackstone, Federal Signal
Farm margins are tight and the headlines aren't lying—tariffs, fertilizer and machinery costs, and labor constraints are hitting producers. Jackson Takach (Farmer Mac) breaks down what's signal vs. noise. What we cover: Tariffs 101: Section 301 (unfair trade), 232 (national security), and IEEPA actions (the biggest bucket and under legal challenge). Why these hit steel/aluminum and fertilizer components—and how that flows to implement and input prices. Costs that pay back vs. pure drag: seed tech and risk-reduction can be worth it; fertilizer, machinery and labor are harder to offset—2026 looks tighter than 2025. Adaptation that actually helps: proven tech + regenerative practices to reduce input reliance. Bankruptcies: Chapter 12 filings are up in Arkansas and Nebraska—rising from 2023–24 lows back toward 2018–20 levels. Regional stress drivers: soy/rice/cotton marketing pain and flooding in AR; feedlot squeeze and weaker soy export pull in NE. Policy + relief: ongoing US–China trade talks; ~$15–20B of prior-year USDA aid still to deploy; Farm Bill politics and PLC “facelift” dynamics. Opportunities: growing global protein demand, renewable diesel/SAF, and more U.S. soybean crush capacity. Labor & immigration: H‑2A works for seasonal crops; year‑round gaps push automation. AI's real role: better data sense‑making and lending workflows—not replacing credit decisions. Land values: Midwest stabilizing/slipping, Southeast firming, West = water‑dependent. Introducing the Farmland Price Index (Farmer Mac × AcreValue) built on transactions, not surveys. Farmer Mac https://www.farmermac.com/ The Feed - Farmland Price Index (By Farmer Mac) https://farmermac.com/thefeed/q2-2025-farmland-price-index-update/ National Land Realty https://www.nationalland.com
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 Subscribe!0:56 Argentina Update3:31 Argentine Crushers Aren't Happy5:40 Secret Meeting? US/China7:00 Trump at UN - Russia/Ukraine9:36 USDA Cattle Plan11:25 EU Deforestation Law12:32 Fed Problems
In this week's episode of China Insider, Miles Yu covers the latest developments surrounding the US-China TikTok deal that reached a proposed framework for the US to secure protections for American user data in the hands of Oracle Corp. including algorithm management, application development, and source code review. Next, Miles reviews President Trump's move to impose a fee for US companies on all new H1-B visa petitions, and what this move means for Beijing's planned rollout for their new K visa program. Lastly, Miles unpacks the recent bid by the Trump administration to retake Bagram Air Base in Afghanistan, and how this move relates to larger US strategic interests to secure a regional foothold to counter increased Chinese influence and military mobilization. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.
After months of negotiation, the US and China have reached a tentative agreement to secure TikTok’s future in the US. On today’s Big Take Asia Podcast, host K. Oanh Ha sits down with Bloomberg’s Josh Wingrove and Mark Anderson to unpack TikTok’s “America-First” era. They discuss what you need to know about potential changes to the platform, how a majority American-controlled board could impact the app’s future and what the deal tells us about China-US negotiations moving forward. Read more: TikTok’s Algorithm to Be Secured by Oracle Under Trump Deal What We Do and Don’t Know About US TikTok Deal With China Further listening: Americans Flocked to RedNote as the TikTok Ban Loomed. Will the Party Last?See omnystudio.com/listener for privacy information.
Trump's H1-B Bomb and Modi's Counter Offensive | Pakistan Moves With US, China, Turkey and Saudi
Robert Ward hosts Goto Shihoko, Senior Fellow for Indo-Pacific Affairs at the Mansfield Foundation, and Eto Naoko, Professor at Gakushuin University and Senior Fellow at the Institute of Geoeconomics, for a timely discussion on Japan–US–China economic relations.. Together, they explore: · US-China competition and its implications for Japan's economic strategy· Japan-China dynamics in rare earths supply chains and technology competition· Japan's balancing act between economic engagement with China and its alliance commitments with the US· The potential implications of upcoming major diplomatic events, including US diplomacy on China. Recommended readings from our guests: · Kokubun Ryosei, Japan-China Relations through the Lens of Chinese Politics (Tokyo: JPIC International, 2021), 326pp.· Richard Katz, The Contest for Japan's Economic Future: Entrepreneurs vs Corporate Giants (Oxford: Oxford University Press, 2024), 356pp.· Jeffrey Ding, Technology and the Rise of Great Powers: How Diffusion Shapes Economic Competition, (Prinston: Princeton University Press, 2024), 320pp.We hope you enjoy the episode. Please follow, rate, and subscribe to Japan Memo on your preferred podcast platform. If you have any comments or questions, please contact us at japanchair@iiss.org. Date recorded: 5 September 2025Japan Memo is recorded and produced at the IISS in London. Hosted on Acast. See acast.com/privacy for more information.
Visit us at Network2020.org. The United States has long been recognized as the global leader in artificial intelligence (AI), a technology transforming trade, foreign policy, and military strategy. China, once seen as years behind, is rapidly closing the gap, most recently with the launch of DeepSeek. With competition heating up in both chip technology and AI innovation, Washington has sought to maintain its edge through export controls and a recently unveiled AI Action Plan. As the world heads into a new technological era, will the U.S. be able to sustain its AI dominance? What advantages might allow Beijing to overtake Washington? And what are the ramifications for the rest of the world, particularly if there's a split into competing AI systems?Join us for a discussion with Janet Egan, Senior Fellow with the Technology and National Security Program at the Center for a New American Security, Owen J. Daniels is the Associate Director of Analysis and an Andrew W. Marshall Fellow at Georgetown's Center for Security and Emerging Technology (CSET); and Sam Winter-Levy, Fellow in the Technology and International Affairs Program at the Carnegie Endowment for International Peace. Music by Sergii Pavkin from Pixabay.
Nvidia's $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel's Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia's moat and Jensen Huang's leadership; and the future of GPUs, mega data centers, and AI infrastructure. Resources: Find Dylan on X: https://x.com/dylan522pFind Sarah on X: https://x.com/sarahdingwangFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
China is preparing for war with robot dogs and next-gen tanks. Rick Fisher reveals how Beijing's new “Tesla of tanks,” hybrid-powered and AI-linked, could dominate urban combat—and why armed robot dogs may lead the first wave of an invasion of Taiwan. Watch the full podcast here! https://chinauncensored.tv/programs/podcast-310
President Trump announced a deal with China's Xi Jinping to spin off a U.S. version of TikTok, the wildly popular social media app. A Chinese company developed and owns the app, which raised concerns in the U.S. over national security and data privacy. Nick Schifrin reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
Sep 19, 2025 – What if the future of global power hinged on an unprecedented economic and technological battle? Join Financial Sense Wealth Management President Jim Puplava as he unravels the escalating tensions between...
US president Donald Trump and China's leader Xi Jinping were in talks for more than two hours today. It's their first call in over three months, but has anything come out it to help the trade impasse between Washington and Beijing? With the details murky, Roger Hearing dissects what any deal between the world's largest two economies could be. Also, we hear from two farmers in Pennsylvania and New York about the added stress they're feeling amid the curse of trade uncertainty. Elsewhere, are German rail operators cancelling trains to help their reputation? And the new pop up 'Fat Mall' which is hoping to help plus-sized customers. The latest business and finance news from around the world, on the BBC.
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 X, Instagram, Facebook, and YouTube
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 X, Instagram, Facebook, and YouTube
Kevin Green reacts to the Bank of Japan leaving rates unchanged, looking at their portfolio mix like long-term bonds and ETFs, and other factors behind their decision. He discusses Trump and Xi's reported call and the U.S./China trade relations, and the possibility of a breakdown in negotiations. KG also takes a look at volatility with Triple Witching today, expecting trading volume to spike.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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.
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for investors navigating AI, tariffs, inflation volatility, market concentration, and a shifting global order. We dig into why growth often emerges from solving problems, how monopolies can stunt future innovation, where AI's productivity dividends could accrue, and why she sees the next decade's best opportunities outside the United States. Olga also walks through the risks she's watching, why facts change faster than narratives, and practical ways to connect top-down insights with bottom-up research.Topics coveredThe Perpetual Growth Machine: why needs spark innovation and growth, and how investors can spot it earlyWhy monopolies look great to investors but hurt long-term growth and innovationAI as a general purpose technology and the scale of potential productivity savingsHousing affordability, incomes, and policy bottlenecks through the PGM lensHow firms are actually adopting AI and how faster data changes research cadenceEurope's defense build-out and the rise of national champions and small-cap innovatorsInterpreting market concentration and what it signals about competitionInflation oscillation, policy mix, and why the Fed's tools have limitsTariffs as a regressive tax and how costs pass through to consumers over timeUS exceptionalism narrowing and why ex-US markets may lead in the coming cycleThe Draghi report and tearing down barriers inside the EU single marketComparing late-1990s tech to today's AI build-out and who the next leaders may beGrowth vs. value: focusing on sustained profit inflections, not cheapness aloneUsing stakeholder analysis to link macro themes to bottom-up stock workBiggest opportunities: Japan, Korea, Europe, select emerging markets, and parts of the Middle EastBiggest risk: a breakdown in the global order amid US-China tensionsClosing lessons: stay curious, stay nimble, question narratives, track the factsTimestamps00:00 Introduction and Olga's role at William Blair02:49 The Perpetual Growth Machine explained06:24 Policy bottlenecks, incentives, and growth09:32 AI as a general purpose technology and productivity math11:53 Practical AI adoption inside investment firms15:06 Where PGM points to opportunity right now16:26 Europe's defense spending and emerging winners19:02 Macro setup and consumer health20:42 Inflation today and what's changed under the hood22:46 The Fed's dilemma and limits of monetary policy25:00 Tariffs 101: who pays and how it shows up28:55 Early evidence in goods prices29:41 US exceptionalism vs. the rest of the world31:00 The Draghi report and a real EU single market33:11 Can Europe and others catch up in tech?36:15 EU financial services barriers and capital deployment37:07 Portfolio implications: why look ex-US39:10 Late-1990s tech vs. today's AI cycle41:20 Concentration risk and competition policy42:26 Value vs. growth through the PGM lens44:48 Base rates, sustaining growth, and churn at the top49:33 Marrying macro themes with bottom-up research51:08 Firsthand observation vs. headline narratives52:20 Biggest opportunities across regions53:00 Middle East changes and new listings54:48 Biggest risk: global order and US-China tensions55:36 Parting advice for investors
Episode 671: Neal and Toby chat about the US and China reaching a framework deal on TikTok. Then, President Trump wants quarterly earnings reports to go away. Also, Alphabet surpasses the $3T market cap milestone. Elon Musk buys back $1B of Tesla stock. Convenience stores are stealing customers away from fast-food joints for breakfast. FTC takes aim at Ticketmaster. Apple's Liquid Glass is here. Finally, Mondo Duplantis reaches new heights. Check out https://www.indeed.com/brew for more Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Headlines: Utah Gov. Spencer Cox says accused shooter Tyler Robinson isn't cooperating, but the Washington Post found Discord messages where Robinson admitted to the shooting hours before his arrest. FBI Director Kash Patel revealed Robinson had also suggested his plans in texts and a now-destroyed note. Investigators describe him as politically radicalized against Kirk, though he has no criminal record and was still in trade school. Meanwhile, VP JD Vance guest-hosted The Charlie Kirk Show from his White House office, joined by Tucker Carlson, Stephen Miller, and others. Miller went full scorched-earth, calling left-wing groups a “domestic terrorist movement” that the government would dismantle “in Charlie's name.” In other news, Trump wants companies to ditch quarterly earnings reports, the U.S. and China reached a tentative TikTok sale deal ahead of tomorrow's deadline, and the Trump administration plans to destroy $10M worth of contraceptives intended for low-income countries despite global offers to take them. Trump also bragged about another strike on a Venezuelan “drug boat,” Israel launched a new ground offensive into Gaza with Rubio nodding along, and NY Gov. Kathy Hochul endorsed Zohran Mamdani over Andrew Cuomo. Resources/Articles mentioned in this episode: BBC: Suspect in Charlie Kirk shooting not cooperating with authorities, Utah governor says WaPo: Suspect In Charlie Kirk Shooting appears to confess in Discord chat NYT: FBI Head Says Note and DNA Link Suspect to Charlie Kirk Killing AP News: JD Vance says national unity is impossible with those celebrating Charlie Kirk's killing NBC News: 'We will do it in Charlie's name': Stephen Miller vows vengeance for Kirk's murder CNBC: Trump advocates end to quarterly earnings reports CNBC: Bessent: TikTok deal 'framework' reached with China, Trump and Xi will finalize it Friday Axios: Planned Parenthood urges Trump not to destroy $10 million in contraceptives The Guardian: Trump announces deadly US strike on another alleged Venezuelan drug boat Axios: Israel launches offensive to occupy Gaza City Axios: Rubio to discuss with Netanyahu Israeli plan for possible West Bank annexation NYT: Opinion | Kathy Hochul: Why I Am Endorsing Zohran Mamdani Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Rivian breaks ground on new EV factory in Georgia. And Workday will acquire Sana for $1.1 billion as part of enterprise AI push. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
For the Good of the Public brings you daily news and weekly conversations at the intersection of faith and civic life. Monday through Thursday, The Morning Five starts your day off with scripture and prayer, as we catch up on the news of the day together. Throughout the year, we air limited series on Fridays to dive deeper into conversations with civic leaders, thinkers, and public servants reimagining public life, for the good of the public. Today's host was Michael Wear, Founder, President and CEO of the Center for Christianity and Public Life. Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Scripture: Philippians 3 Today's host was Michael Wear, Founder, President, and CEO of the Center for Christianity and Public Life. Join the conversation and follow us at: Instagram: @michaelwear, @ccpubliclife Twitter: @MichaelRWear, @ccpubliclife and check out @tsfnetwork Music by: Amber Glow #politics #faith #prayer #PopeLeoXIV #division #polarization #TikTok #China #Trump #WhiteHouse #HBCU #Education #funding #government Learn more about your ad choices. Visit megaphone.fm/adchoices
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 X, Instagram, Facebook, and YouTube
Plus: China says Nvidia violated their antitrust law. And Tesla shares jump after Elon Musk makes $1 billion stock purchase. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Christopher Lochhead: Follow Your Different, we welcome back Ray Wang, principal analyst and CEO of Constellation Research, for a dynamic discussion on technology's future. We explore the explosive rise of AI-native companies, the shifting global tech landscape, and the urgent need for U.S. manufacturing revitalization. Ray also highlights NVIDIA's dominance in AI, the U.S.-China tech rivalry, and challenges facing Western innovation. The conversation addresses local governance, inefficiencies in public spending, and the importance of community-focused leadership. Insightful and timely, the episode offers a candid look at the opportunities and risks shaping tomorrow's tech-driven world. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Ray Wang on the Rise of AI Exponential Companies: Redefining Tech's Competitive Landscape The tech industry is undergoing a radical shift as “AI exponentials” redefine how companies launch, scale, and compete. Coined by Christopher Lochhead and analyst Ray Wang, these ultra-lean ventures harness artificial intelligence to achieve extraordinary efficiency, often generating tens of millions in annual recurring revenue with only a few employees. ServiceNow's rise to a $180 billion market cap illustrates the long arc of cloud innovation, but today's startups push the model further. Sites like tinyteams.xyz track firms posting up to $20 million ARR per employee, while projects such as Turbo Learn AI, built by college dropouts using only ChatGPT, AWS, and Perplexity, show how minimal capital can now create high-impact software. This “atomization” of business echoes biotech's disruption of big pharma: innovation emerges outside legacy giants, who increasingly serve merely as distribution channels. The next frontier may be one-person, billion-dollar enterprises, unleashing vast creative potential while reshaping society. Ray Wang on the White Collar Recession and the AI-Driven Future of Work Ray Wang warns that the world is entering the largest White-Collar Recession yet, driven by rapid automation and AI. Tech giants like Microsoft and Nvidia expect to double revenue without adding comparable headcount, transforming the workplace from a broad pyramid into a narrow diamond. This shift threatens entry-level and managerial roles, leaving young workers with limited opportunities and older professionals facing displacement despite valuable expertise. Rather than simple layoffs, Ray sees an evolution of work. Experienced knowledge workers, equipped with affordable, scalable tools, are more likely to launch their own ventures than climb shrinking corporate ladders. Venture capital, built for slower, capital-heavy startups, struggles to keep pace as AI founders can bootstrap to profitability. The next two years, he predicts, will usher in a golden age of AI entrepreneurship. Yet this transformation raises urgent questions about mentorship, economic mobility, and how society will adapt alongside technological progress. Geopolitical AI, the US-China Cold War, and the Battle for Humanity's Future Ray Wang casts the US–China tech rivalry as a defining struggle for humanity's future: one fought with chips, algorithms, and influence rather than weapons. He contrasts China's centralized, surveillance-driven AI model with the West's ideal of decentralized abundance and freedom. This conflict, simmering for over a decade, now plays out in debates over chip exports, data sovereignty, and social-media persuasion wars. America currently holds a three-year chip advantage through companies like Nvidia, which dominate both hardware and AI software ecosystems. But Wang warns this lead is fragile: Chinese engineers are skilled, manufacturing capacity is world-class, and Europe risks irrelevance unless it chooses a side.
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 USDA and Corn Rally6:10 The Funds8:26 US/China Talks to Resume9:39 USDA Reporting Problems11:12 Rare Soybean Oil Sale
Plus: Tesla shares jump after Elon Musk purchases 2.5 million shares in the company. President Trump calls for an end to quarterly earnings report requirements. Zoe Kuhlkin hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
China just revealed unmanned fighter jets that could change the future of war. Military expert Rick Fisher explains how Beijing's new drone swarms—controlled by J-20 stealth fighters—are designed to ambush U.S. pilots, like raptors in Jurassic Park. Watch the full podcast here! https://chinauncensored.tv/programs/podcast-310
Send us a textPeaches is back in the team room, and this “daily” drop is anything but short. From the Air Force reactivating old commands to Space Force rolling out new uniforms, this episode dives into the chaos of DoD rebrands, reorganizations, and questionable decisions. Why are we shooting at UFOs with Reapers? Why is Congress playing budget chicken with defense spending? And do service members still have free speech when Big Brother's watching their socials?On top of that, Peaches drops updates on the Nashville Operator Training Summit, rants about suicide prevention critics, and even schools himself on where the hell Pease Air National Guard Base is. Strap in—this one swings from creatine gummies to constitutional rights, all with the usual Ones Ready sarcasm.⏱️ Timestamps: 00:00 – Peaches kicks it off with A&S attribute talk 01:20 – Nashville Operator Training Summit details (land & pool phases) 03:15 – Creatine gummies, scams, and third-party lab results 04:34 – General & flag officer nominations, CSAF contenders 06:59 – Venezuelan aircraft buzz US warship 08:15 – US–China defense talks and risk reduction 09:06 – Finland scores billion-dollar missile package 09:30 – September 11th commemorations across DoD 10:00 – AMC reactivates 21st Air Force 10:45 – US–Norway maritime strike tests 11:18 – Inactivation of the 924th Fighter Group 12:00 – AFRICOM senior enlisted leadership change 13:28 – KC-46 Pegasus test center at Pease ANG Base 14:30 – Suicide Awareness Month: Peaches' blunt callout 17:30 – Air Force Medical Command redesignation 18:59 – DoAF IT modernization efforts 19:30 – Combat readiness exercise in Turkey 20:00 – Aviano AFB hosts Italian change of command 20:45 – Space Force news: Vandenberg, Kirtland, and uniform rollout 22:30 – 50 years of intel service honored 23:14 – Budget stopgaps and the “Department of War” rebrand 25:00 – MQ-9 Reaper fires at UFO?! 26:30 – Service members, free speech, and First Amendment risks 28:30 – Wrap up and weekend outlook
Michael Sobolik.Gordon Chang. China's Biowarfare Ambitions Threaten US Dominance and Global Health. China's Communist Party develops biowarfare, including ethnic-specific genetic attacks, to achieve strategic dominance over the US. China aims to divert US biotech innovation and control future vaccine distribution, leveraging lessons from COVID-19. US vaccine hesitancy and decreased investment in cutting-edge technology leave it dangerously exposed to future biothreats. 1906 PEKING DRUM TOWER