Podcasts about us china

────────────────────────────────────────[00:00:41]Trump's Tariff Tantrums Escalate to Canada — 50% on Cars, Trucks, and Auto Parts Starting Next YearLast-minute demands to stop the French language and mirror all US China tariffs revealed the real goal: making Canada the 51st state.────────────────────────────────────────[00:05:03]Trump Accuses Canada of Ripping Us Off — We Send Billions to Israel Every Year; What Do We Get? WarsDoug Ford: Ronald Reagan would be throwing up; threatened to cut off electricity to Michigan, Minnesota, and New York.────────────────────────────────────────[00:10:07]Canada's Carney: The Americans Want to Destroy Our Major Industries — Autos, Steel, and AluminumDeeply integrated supply chains mean a prolonged fight is costly for both sides; Trump doesn't care about American workers, only corporate sponsors.────────────────────────────────────────[00:13:33]Trump Cut Off Rare Earth Minerals From China — Now He's Cutting Off Canada, Our More Reliable SourceCritical minerals for military aircraft and missiles were being sourced from Canada; the same supply chain crisis as with the Lincoln.────────────────────────────────────────[00:01:27]AI Capex May Be the Pin That Bursts the Bubble — Corporations Pouring Money Into Depreciating HardwareWhen data centers go bankrupt, you'll have a silicon rust belt of obsolete GPUs; pushed by the same interests pushing the land grab.────────────────────────────────────────[01:37:28]GOP Data Center Panic — Mike Rogers Calls for Moratorium After Spending His Career Building the Surveillance StateAI will be a massive issue in 2028; Rogers is reacting to his opponent, not principle; Knight: I don't want standards for abuse, I don't want the cameras.────────────────────────────────────────[01:37:28]Flock CEO: Banning Cameras Is Like Banning Vehicles — We Need a Compromise Between Safety and PrivacyKnight: when you give up liberty you get nothing in return; not safer with less liberty — exactly the opposite; the tyrant always sells it as a balance.────────────────────────────────────────[01:48:36]Ford Motor Company Filed a Patent to Turn Its Cars Into Mobile Flock Cameras That Report Speeding to PoliceIf you own a Ford you're going to become a rat; they want to be a mobility company where you rent rides and sell surveillance data to the government.────────────────────────────────────────[01:48:36]Trump Attacks Republicans Who Are Running From Data Centers — Doubling Down While His Party ScramblesLate-summer backlash stretching into 2028; Greg Abbott, Josh Shapiro, and others distancing; Trump is attacking his own party for doing so.────────────────────────────────────────[02:00:03]Dispensationalists Applaud the Genocide Because Their Theology Puts Israel Above Christ — Heresy With Real ConsequencesConservatives have placed something above the gospel just like liberal theologians; Tallarico says God is a verb; the dispensationalist says Israel is God. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:00:41]Trump's Tariff Tantrums Escalate to Canada — 50% on Cars, Trucks, and Auto Parts Starting Next YearLast-minute demands to stop the French language and mirror all US China tariffs revealed the real goal: making Canada the 51st state.────────────────────────────────────────[00:05:03]Trump Accuses Canada of Ripping Us Off — We Send Billions to Israel Every Year; What Do We Get? WarsDoug Ford: Ronald Reagan would be throwing up; threatened to cut off electricity to Michigan, Minnesota, and New York.────────────────────────────────────────[00:10:07]Canada's Carney: The Americans Want to Destroy Our Major Industries — Autos, Steel, and AluminumDeeply integrated supply chains mean a prolonged fight is costly for both sides; Trump doesn't care about American workers, only corporate sponsors.────────────────────────────────────────[00:13:33]Trump Cut Off Rare Earth Minerals From China — Now He's Cutting Off Canada, Our More Reliable SourceCritical minerals for military aircraft and missiles were being sourced from Canada; the same supply chain crisis as with the Lincoln.────────────────────────────────────────[00:01:27]AI Capex May Be the Pin That Bursts the Bubble — Corporations Pouring Money Into Depreciating HardwareWhen data centers go bankrupt, you'll have a silicon rust belt of obsolete GPUs; pushed by the same interests pushing the land grab.────────────────────────────────────────[01:37:28]GOP Data Center Panic — Mike Rogers Calls for Moratorium After Spending His Career Building the Surveillance StateAI will be a massive issue in 2028; Rogers is reacting to his opponent, not principle; Knight: I don't want standards for abuse, I don't want the cameras.────────────────────────────────────────[01:37:28]Flock CEO: Banning Cameras Is Like Banning Vehicles — We Need a Compromise Between Safety and PrivacyKnight: when you give up liberty you get nothing in return; not safer with less liberty — exactly the opposite; the tyrant always sells it as a balance.────────────────────────────────────────[01:48:36]Ford Motor Company Filed a Patent to Turn Its Cars Into Mobile Flock Cameras That Report Speeding to PoliceIf you own a Ford you're going to become a rat; they want to be a mobility company where you rent rides and sell surveillance data to the government.────────────────────────────────────────[01:48:36]Trump Attacks Republicans Who Are Running From Data Centers — Doubling Down While His Party ScramblesLate-summer backlash stretching into 2028; Greg Abbott, Josh Shapiro, and others distancing; Trump is attacking his own party for doing so.────────────────────────────────────────[02:00:03]Dispensationalists Applaud the Genocide Because Their Theology Puts Israel Above Christ — Heresy With Real ConsequencesConservatives have placed something above the gospel just like liberal theologians; Tallarico says God is a verb; the dispensationalist says Israel is God. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

“More Chinese companies are put out of business by other Chinese companies. Chinese companies are not put out of business because of Western companies, so this whole competition is not, from a Chinese guy's mind, like a US-China competition. It's more ‘how do I survive this gym?' because it's damn hard to keep staying alive at home. That in turn makes you very competitive in the rest of the world.”Maura Fogarty speaks to Joe Ngai, Chairman of the China region for global consulting firm McKinsey.He advises senior management at Chinese and multinational corporations in the region which gives him a unique insight into the world's second-largest economy.Having written numerous books and reports on China's economic landscape, Ngai's expertise has been recognised by accolades from the likes of Forbes China and Bloomberg.In this interview, we hear his thoughts about how the Chinese market has changed in the 25 years since the country joined the World Trade Organisation, and on how AI is developing and managing tensions with US competitors.Thank you to the Asia Business team for their help in making this programme. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC, including episodes with tech billionaire Reid Hoffman, director Chloé Zhao, and Dr Ngozi Okonjo-Iweala, head of the World Trade Organisation. You can listen on the BBC World Service on Mondays, Wednesdays and Fridays at 0800 GMT. Or you can listen to The Interview as a podcast, out three times a week on BBC Sounds or wherever you get your podcasts. Presenter: Maura Fogarty Producers: Ben Cooper and Jaltson Akkanath Chummar Editor: Damon RoseGet in touch with us on email TheInterview@bbc.co.uk and use the hashtag #TheInterviewBBC on social media.(Image: Joe Ngai. Credit: Getty)

Today, a look at the importance and geostrategic implications of the US-Canada trade stand-off, even if the current 50% tariff threat only impacts a small portion of the trade relationship. The geopolitical implications of the US threat to counter Iran's "enablers" are also considered, together with the latest news flow on AI data center financing stories, incoming earnings from Nvidia and other interesting names this week and much more, especially what to watch in the US and European sovereign debt markets. Today's pod was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Michael Every X post highlighting key geopolitical points and why this latest round in the US-Canada "trade war" is critical stuff. The New York Times covers Powerus, the company already manufacturing thousands of drone interceptors a month in the UAE. US Treasury Secretary Scott Bessent's threat to cut off Iran's economy from the world, focusing especially on its "enablers" - what might that mean for new US-China tensions, which have been put on the back burner for quite some time? Volkswagen wants to make some deep cuts to capacity and may repurpose some of its factories for defense. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

What does the transformation of the PLA mean for China's global position and strategy? On this episode of Talking Geopolitics, GPF Chairman George Friedman and GPF analyst and China expert Victoria Herczegh join host Christian Smith to discuss how Xi Jinping's supreme desire for loyalty impacts the PLA's effectiveness, the operational risks of rapid technological modernization without critical evaluation, and what's next for US-China relations as signals of de-escalation appear ahead of next month's summit. Also: Taiwan's symbolic role. Episode recorded on August 18, 2026. Learn more about GeoEconomic Lens and access the first issue for free at https://geopoliticalfutures.com/lens/introducing-lens/. Learn more about GPF and subscribe to our free newsletter at http://www.geopoliticalfutures.com/gpf-newsletter.

The Counter Momentum of Spin, with Dr. Franco Musio – Dr. Li-Meng Yan examines how Chinese Communist Party influence shapes medical research, scientific collaboration, and US institutions. The discussion explores SARS-CoV-2 origins, cognitive warfare, Chinese students, Big Data manipulation, and the controversial CRISPR gene-editing case involving researcher He Jiankui while questioning ethics and national security...

My fellow pro-growth/progress/abundance Up Wingers in America and around the world:The AI race between America and China isn't just about whose AI models are at the frontier or get adopted most widely. Today on Faster, Please! — The Podcast, I am joined by Ryan Fedasiuk, a fellow at AEI and the author of the Substack Choosing Victory, where he focuses on US-China relations, technology, and national power. He's also an adjunct assistant professor at Georgetown University. Recently, Fedasiuk has written about the US-China AI race, and while much of the debate has focused on the models themselves, Fedasiuk is focused on the role of compute in shaping the global balance of power, which is also the subject of a new report, Voltcraft: Industrial Competition in the Age of AI.We discuss the speed at which AI capabilities are improving, the dimensions of the US-China AI race, and why Fedasiuk thinks compute will be central to that competition. We also discuss a global US strategy and, as AI abilities increase, what role the American government could play in ensuring safety.In This Episode:* How Fast Is AI Moving? (0:54)* The US-China AI Race (7:08)* The Future of the AI Industry (12:42)* The Compute Race (17:04)* Expanding US AI Infrastructure Abroad (22:05)* Geopolitics and National Security (25:10)A lightly edited transcript of our conversation will appear in my Week in Review issue on Saturday. (Another option is using the Substack auto transcript function.)But here are some edited highlights from the chat:On the pace of AI progress…At least according to definitions circa the late 2010s, we're living through what I would describe as a fast takeoff. We have, as far as I am concerned, artificial general intelligence capable of meeting the performance of human beings or exceeding it at most tasks. And I think that things are only likely to improve from here.On the US-China AI race…We are obviously living through this uncertainty. When Mythos was unveiled on April 6, I think it sent a real tremor through the Chinese national security apparatus and kind of a moment of, “What is this? What do the Americans have? What is this system capable of achieving? When can we produce our own?”On why compute is critical…The fact is that to make the most out of frontier AI and to run it at scale, you still need tons of devices that turn electricity into tokens. You still need tons of compute. And really, I think the name of the game is going to be who can build and install computational power around the world.On why America needs to export its compute…If compute is the substrate of the global intelligence economy, we want to make sure that it's US-designed compute that other countries are choosing to buy and install rather than compute manufactured in China.On who should get access to American compute…If we can expect the developer ecosystem in Singapore is going to take off like wildfire and start building and using a lot of AI applications, maybe we want to make sure that Singaporeans are building on American compute ASAP before China's compute becomes a viable alternative that could serve that market. Maybe we want to make sure that that market is served even before certain constituencies in Des Moines.On government intervention in frontier AI labs…I think that we are already seeing some shadow of this, even if it isn't declared. I think we will likely see a continued molding and merging of private sector capability with the resources and infrastructure of the national security enterprise.On sale everywhere: The Conservative Futurist: How To Create the Sci-Fi World We Were Promised This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe

Popular history tells the story of how the tea boycott during the American Revolution caused a transition in American taste from tea to coffee, making the young country a coffee-drinking nation. In truth, Americans did not give up their tea so easily, and the United States grew to be the second-largest importer of tea from China. Diverging from British black tea traditions, U.S. consumers preferred green tea, cultivated a particular taste for Oolong tea, and invented the English Breakfast Tea brand to market Chinese black tea. This World in a Teacup: Credit, Taste, and Power in the U.S.-China Tea Trade, 1784–1911 (University of Nebraska Press, 2026) by Dr. Dan Du is the first book to detail the American tea trade with China after the American Revolution through the early twentieth century. Drawing on archival sources and perspectives from both sides of the Pacific, Dr. Du offers new insights to help understand fundamental developments in U.S.-China relations within a global context. This World in a Teacup shows that, rather than depending on hard-money transactions or a barter economy, a sophisticated credit system buttressed American tea purchases in China: Credit instruments such as promissory notes, bills of exchange, and checks financed the transactions between Chinese and U.S. tea merchants, crystallizing changing power dynamics in the global economy. This World in a Teacup explains how the circulation of these credit instruments challenged the conventional understanding of China's economy as a primitive system and how the power structure of American, British, and Chinese tea trade in the credit economy reshaped American consumption patterns. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

Popular history tells the story of how the tea boycott during the American Revolution caused a transition in American taste from tea to coffee, making the young country a coffee-drinking nation. In truth, Americans did not give up their tea so easily, and the United States grew to be the second-largest importer of tea from China. Diverging from British black tea traditions, U.S. consumers preferred green tea, cultivated a particular taste for Oolong tea, and invented the English Breakfast Tea brand to market Chinese black tea. This World in a Teacup: Credit, Taste, and Power in the U.S.-China Tea Trade, 1784–1911 (University of Nebraska Press, 2026) by Dr. Dan Du is the first book to detail the American tea trade with China after the American Revolution through the early twentieth century. Drawing on archival sources and perspectives from both sides of the Pacific, Dr. Du offers new insights to help understand fundamental developments in U.S.-China relations within a global context. This World in a Teacup shows that, rather than depending on hard-money transactions or a barter economy, a sophisticated credit system buttressed American tea purchases in China: Credit instruments such as promissory notes, bills of exchange, and checks financed the transactions between Chinese and U.S. tea merchants, crystallizing changing power dynamics in the global economy. This World in a Teacup explains how the circulation of these credit instruments challenged the conventional understanding of China's economy as a primitive system and how the power structure of American, British, and Chinese tea trade in the credit economy reshaped American consumption patterns. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Marty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility mean for the standoff. They get into the SPR draining to 40-year lows, Japan's yield curve cracking and the Fed stepping in with yen support, and why the FEMA repo facility matters. They also break down the latest fiscal math, the $500 billion AI buildout coalition led by Nvidia, and the accelerating US-China decoupling across chips and talent. To close, they look at Paul Tudor Jones adding to his Bitcoin position, Abu Dhabi holding pat, and volatility coiling to all-time lows.

Subscribe now for the full episode. Danny welcomes political science professor Corey Robin to the show to discuss his review of Sven Beckert's Capitalism: A Global History and the "new history of capitalism" field. They talk about Beckert's take that capitalism originated among 12th-century Muslim merchant traders in Aden, the decentering of Europe and the US in his narrative, enslaved labor in his "capitalist utopias," the near-absence of class conflict in the book's story of capitalism's early years, and why capitalism, not ideology, is the better lens for the US-China rivalry today. Read Corey's piece for The Nation, “The Long Revolution.” And check out Danny's recent “Power Without Ideology” piece. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this first episode of a two-part series on China and biotechnology, Senator Todd Young joins the ChinaPower Podcast to discuss why biotechnology is emerging as a critical area of competition between the United States and China. The conversation examines China's biotechnology strategy, U.S. strengths and vulnerabilities, and the opportunities biotechnology presents for economic growth, manufacturing, and national security. Senator Todd Young represents Indiana in the U.S. Senate and serves as Chair of the National Security Commission on Emerging Biotechnology.

The modern experience of China is often viewed through a western lens, but its complex history and relationship with the Arab world reveal a much deeper story. Dr. Mohammed Alsudairi challenges the dominant narrative of a growing security footprint and intense US-China competition over the Middle East. Instead, the conversation explores the evolving diplomatic recognition, transactional dynamics, and economic connections that define Sino-Middle Eastern relations. This discussion unpacks why the Chinese experience is often neglected in the Arab intellectual tradition and how the modalities of empire are shifting in the 21st century.   00:00 Introduction 04:33 Escaping the Post 9/11 Paradigm Shift 07:23 Alternative Journeys & Transformative Intellectual Paths 14:22 Dismantling Dominant Narratives on Regional Footprints 17:13 Contextualizing China's Strategic Priorities 26:41 Historical Dimensions & Evolving Diplomatic Ties 34:34 Financial Synergy, Alternatives & Global concessions 37:48 Deconstructing Frameworks & the Myth of the Silk Road 44:40 Projecting Arab Anxieties onto a Cultural Other 52:52 Technological Realities & the Changing Modalities of Power   Mohammed Alsudairi is a Lecturer in Politics and International Relations of the Arabic Speaking World at the Centre for Arab and Islamic Studies, Australian National University. Senior Nonresident Fellow, King Faisal Center for Research and Islamic Studies   He holds a PhD in Comparative Politics from the University of Hong Kong (HKU), an MA in International Relations and International History from the London School of Economics and Peking University, and a BSc in International Politics from Georgetown University. Prior to his appointment at CAIS, he was a postdoctoral research fellow at the Institute for the Humanities and Social Sciences at HKU, working on a project examining the intersections between religion and infrastructure in the context of China's Belt and Road Initiative. Since 2015, he oversaw the development of the Asian Studies Program at the King Faisal Center for Research and Islamic Studies based in Riyadh, Saudi Arabia. In 2022, he was awarded a research fellowship from the Alexander von Humboldt Foundation to work on his upcoming book manuscript. He is also a Senior Nonresident Fellow at the King Faisal Center for Research and Islamic Studies.   Connect with Mohammed Alsudairi

In the midst of the US-China trade conflict last year, Beijing unsheathed its fiercest weapon. By ramping up restrictions on exports of rare earth metals – crucial elements for high-tech manufacturing – China forced the US to climb down. That show of strength was a wake up call for the US. It has since spent huge sums backing mining companies, penned eye-catching deals and moved to collaborate with allies. But after a little more than a year, how much progress has it made in breaking China's hold on the rare earths supply chain? Featuring: Abigail Hunter of the SAFE Center for Critical Minerals Strategy; Gracelin Baskaran of the Critical Minerals Security Program at the Center for Strategic and International Studies; Cory Combs of Trivium China; and FT commodities correspondent Camilla Hodgson.Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Further reading: China and the new era of critical minerals diplomacyHedge funds raise bets against US-backed critical minerals companies China restricts trading with some US rare earth companiesPresented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music by Breen Turner. Sound design by Breen Turner and Samantha Giovinco. Manuela Saragosa and Topher Forhecz are the executive producers. Flo Phillips is the FT's head of audio.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Both Silicon Valley and the public can't get enough of ‘AGI timelines.' But Toby Ord, senior researcher at Oxford's AI Governance Initiative and author of The Precipice, believes we consistently make big mistakes when thinking about them. He lays out the 14 ways he most often sees people go wrong:Assuming AI research is just hill-climbingImagining AI research is just programmingForecasting “could” instead of “will”Believing the current benchmark is the last oneExtrapolating trends with no clear finish lineAssuming inputs keep scaling at the same rateConflating intelligence with capabilityConsuming point estimates and discarding the error barsDismissing dissenting expertsForecasting very different things while using the same wordsAssuming capabilities arrive togetherTreating “we don't know” as permission to carry on as usualChoosing a plan that minimises regret rather than maximises impactTrusting surface model impressivenessIn this extended conversation with Rob Wiblin, Toby also explains why he thinks:AI self-improvement is uniquely dangerous in four ways, but also might not even workA ban on superintelligence is possibleA US-China treaty on superintelligence is also possibleThe case for ‘broad timelines'Transformative AI is likely a decade awayWe should just ban unmonitorable chain-of-thought today.This episode was recorded on July 2, 2026.Links to learn more, video, and full transcript: https://80k.info/to26Want to get up to speed on AI? We've got a crash course of 10 of our podcast episodes designed to help you get to grips with transformative AI — particularly if you're new to the topic — and what you can do to help shape its trajectory.Chapters:Toby Ord is back — for the 5th time! (00:00:00)AI self-improvement might not matter (00:00:14)4 ways AI self-improvement is dangerous (00:12:39)A US-China treaty on superintelligence is possible (00:20:47)Could we ban superintelligence? (00:37:07)We should just ban unmonitorable chain of thought (00:57:46)Why Toby thinks AGI is a decade away (01:09:28)Even superintelligence needs work experience (01:17:50)Is AI coming for mathematicians? (01:32:22)The case for broad timelines (01:45:01)How should broad timelines change what we do? (02:22:24)Are current models all they're cracked up to be? (02:31:03)Coordinating careers for different timelines (02:43:36)Our production team includes:Video editors: Josh Alward, Dominic Armstrong, Ollie Bignell, Andrés Escobar, Jasper Luithlen, Milo McGuire, Luke Monsour, and Simon MonsourProducers: Elizabeth Cox and Nick StocktonCoordination and support: Katy Moore and Lou MoranCamera operator: Jeremy ChevillotteMusic: CORBIT

Dr. Li-Meng Yan w/ The Voice of Dr. Yan – Newly released records raise ethical questions about US-China COVID-19 collaboration, scientific transparency, and coordinated efforts to shape the pandemic's origin narrative. The evidence fuels demands for a forensic investigation, accountability, and full disclosure as public trust in government, media, and science continues to erode globally...

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

Mickey Maini, founder of Solstice Laboratory, makes his debut on The Julia La Roche Show. In this episode, he lays out the thesis behind his new book The Entropy Trap: financial systems, like all systems, require energy to hold their shape, and as complexity rises and trust decays, the energy needed to maintain order climbs until the system transitions into something new. He argues we're between two systems now, sitting in the third of five stages — control — one policy misstep away from fracture. Maini explains why the Fed's real job this decade is defending collateral rather than setting rates, why three stresses (geopolitics, debt, and innovation) are compounding rather than merely adding for the first time in decades, and why the honest tell on AI is the credit market rather than the equity market. Along the way: what central bank gold buying is actually signaling, his scenario range for gold, the US-China choke point war that will determine who writes the next system, and why the trader who made $100 million in 1929 lost it all while the one who ignored prices did fine.Maini began in investment banking, then scaled an emerging-markets conglomerate from $100 million to over $5 billion as its CEO, then taught at one of Asia's leading public policy schools. Today he runs his family office and Solstice Laboratory (solsticelabs.com) - an independent research lab in Dubai that applies physics to markets and geopolitics, studying the moments when systems stop moving in cycles and change state.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: The Entropy Trap book: https://www.amazon.com/Entropy-Trap-Physics-Knows-Markets/dp/B0H1ZP7NZX/ref=sr_1_1Substack: https://solsticelaboratory.substack.com/Website: https://solsticelabs.com/Timestamps: 0:00 — Intro and welcome: Mickey Maini, The Entropy Trap1:58 — Order is rented, and the rent just went up2:40 — The five stages: print, spend, control, fracture, force4:24 — 1973 economically, 1938 militarily, 1978 for the Fed6:24 — What tips us from control into fracture9:02 — Why every Fed intervention buys less time than the last13:00 — The Fed's next decade: defending collateral, not setting rates15:42 — Indonesia 1998, and why the models stopped working17:10 — Indonesia had surgery. The US took morphine.20:44 — Three stresses that compound: geopolitics, debt, innovation25:00 — Gold as money's ground state, and what central banks are signaling27:10 — The scenarios: $8K–25K, base case $10–15K30:31 — Livermore, Baruch, Kennedy — who lost it all and who won34:30 — The tell on AI isn't equity. Watch the Oracle CDS.36:00 — 75% of US growth is one trade38:03 — Five to seven years to a new system, the next two the toughest39:04 — China settles in gold. The US builds stablecoins.41:35 — Velocity of stress: the master signal, and why it hasn't turned50:42 — What the dashboard is flashing right now53:04 — Don't own long bonds. Invest in yourself.

Markets have remained notably risk-on in 2026, even as geopolitical fragmentation, energy chokepoints and intensifying U.S.-China competition continue to raise the stakes for investors and businesses. In this episode of J.P. Morgan's Making Sense, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Paul Haenle, head of APAC Policy and Strategic Competitiveness at J.P. Morgan, and Karim Sadjadpour, senior fellow at the Carnegie Endowment for International Peace, to unpack how the Middle East conflict could continue to unfold — and what elevated geopolitical risk means for global markets. They discuss the strategic objectives and end states of the conflict, how ongoing disruptions in the Strait of Hormuz and Bab el-Mandeb could impact global oil and LNG flows, as well as how China weighs the risks of instability against the opportunities of U.S. distraction. The conversation also looks ahead to the September U.S.-China summit and explores how AI competition is reshaping the relationship between the world's two largest economies.   This episode was recorded on July 22, 2026.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. © 2026, JPMorganChase & Co. All rights reserved.

Jim Fields is an American entrepreneur who has spent over 15 years living and building businesses in China. He speaks fluent Mandarin, began his career at Adobe in Silicon Valley, and moved to China, where he worked at Nokia and Reckitt Benckiser before founding Relay Video in 2016 - a Beijing-based creative marketing agency that helped Chinese tech companies including Xiaomi, Tencent, and Lenovo tell their stories to global audiences. He later founded Relay Club, an influencer management platform for Chinese brands going outbound. He now serves as Chief Growth Officer at Nuon Medical and is involved with Oren Medical, a Shenzhen-based manufacturer within the Kaiyan Medical Group.In this episode, Jim talks about his journey from Silicon Valley to China, what he learned building Relay Video, and the most common mistakes Chinese tech companies make when trying to go global. He explains why he pivoted from marketing into medtech, and breaks down both companies he works with today: Nuon Medical, which embeds clinical technologies like red light therapy, microcurrent, and PEMF directly into cosmetics applicators for brands including Clarins and Vagheggi, and Oren Medical, which manufactures red light therapy and medical wellness devices with over 300 patents across six FDA-cleared facilities.Jim also discusses his TEDx talk arguing that light is a fourth macronutrient alongside oxygen, water, and food - the science behind red and near-infrared light therapy and why he believes it belongs in everyday consumer products. He covers the beauty tech market in China versus the West, how US-China trade tensions and tariffs affect a cross-border business like his, and what he's learned from 15-plus years of building across both markets. Discussion Points·       Jim's journey from Silicon Valley to 15+ years building businesses in China·       Relay Video's thesis: Chinese brands are the brands of the future but need help telling their stories globally·       The most common mistakes Chinese tech companies make when going global, from working with Xiaomi, Tencent, and Lenovo·       The pivot from marketing to medtech and how Jim's China background connects to his work in beauty tech·       Nuon Medical: embedding clinical technologies (light therapy, microcurrent, PEMF) into cosmetics packaging·       Jim's TEDx argument that light is a fourth macronutrient - the science behind red and near-infrared light therapy·       Oren Medical: China's medical device manufacturing sophistication, 300+ patents, six FDA-cleared facilities·       Beauty tech market maturity in China versus the West and where China is leading·       How US-China trade tensions and tariffs affect a cross-border business built on Chinese manufacturing·       Lessons from 15-plus years building businesses that span China and the West

In today's episode, we cover South Africa's crowning as Africa's ransomware capital and the FSCA's record R2.8 billion in fines, including action against the Banxso deepfake scam. We also discuss the appointment of seasoned provincial police commissioners and new anti-corruption progress. Globally, we unpack President Trump's tariff lawsuits, OpenAI's security briefing following the Hugging Face breach, Palantir's soaring sales, and Alibaba's massive new AI model.

Is Hong Kong Still Safe for Business? | The International Risk Podcast with Megan KhooHong Kong has long been regarded as one of the world's safest and most attractive places to do business. But following the introduction of the National Security Law, growing geopolitical tensions between China and the West, and increasing scrutiny from international governments, many organisations are reassessing the risks of operating in the territory.In this episode, we explore how Hong Kong's changing political and legal landscape is reshaping the business environment, what international companies should understand before investing or expanding in the region, and how geopolitical risk is becoming a board-level issue.We discuss:Is Hong Kong still a safe place for international business?How the National Security Law has changed Hong Kong's legal and political environmentThe impact of US-China strategic competition on international companiesBusiness confidence, sanctions, and reputational riskHuman rights concerns and their implications for multinational organisationsThe future of Hong Kong as an international financial centreHow organisations can better prepare for geopolitical uncertainty in AsiaThe international risks that concern Megan Khoo mostAbout the guestMegan Khoo is Policy Director at Hong Kong Watch, where she leads the organisation's policy and advocacy work on Hong Kong, China, human rights, and international affairs. Before joining Hong Kong Watch, she worked in communications and policy roles across the UK and United States, including at the US Department of Defense and the US House of Representatives in Washington, DC. Megan holds an MSc in Contemporary Chinese Studies from the University of Oxford and degrees in International Studies and Modern Languages (Mandarin Chinese and Spanish) from Georgia Southern University.About the hostDominic Bowen is Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms. He advises CEOs, boards, and senior executives on crisis management, geopolitical risk, operational resilience, and strategy, drawing on decades of experience across government, humanitarian operations, and corporate leadership.

Today, John, Les, and Special Guest Peter Harrell—former Senior Director for International Economics at the NEC & NSC—trace the arc of U.S. trade and economic policy toward China from the engagement era of the late 1990s through future administrations. For decades, Washington operated on the theory that integrating China into the global economy through the WTO would create market opportunities and encourage political liberalization — a paradigm that persisted through Clinton, Bush, and Obama even as warning signs accumulated. The shift came gradually, driven by Chinese malign tactics, Xi Jinping's consolidation of power, and a business community that eventually saw more risk than opportunity in the relationship.What tools — tariffs, export controls, industrial policy — have actually moved the needle on economic security, and which are more political theater than strategy? Did Trump's first-term tariffs reshape trade flows in any meaningful way, or did transshipment through states such as Vietnam and Mexico simply obscure continued Chinese dominance? How should policymakers think about the trade deficit as a strategic variable, and what would it actually take to address it? Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@petereharrellLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/Metg6cjphQo Hosted on Acast. See acast.com/privacy for more information.

AI models in the United States may be ahead of China's in terms of capability, but China far surpasses America in adoption and use. That's what former US Secretary of Commerce Gina Raimondo says about the state of the AI race, and why she believes it's critical for the US and its allies to understand one thing: China is not our friend. She spells out how exactly China is creating technological dependencies, particularly in European countries, why it's still important the West maintains continuous, managed economic competition with China, what social adoption of AI should look like in the US to curb anxieties around job loss, and why she remains optimistic about the promise of AI despite all this. Sir Richard Dearlove and guest co-host Sabrina Singh analyze the events making the biggest geopolitical headlines: FBI Director Kash Patel's upcoming trip to Russia, a nuclear deal between the United States and Saudi Arabia, more changes in defense leadership in Ukraine, and the latest with the war in Iran. In this episode: (01:04) Kash Patel to Visit Russia (04:45) US-Saudi Nuclear Deal (09:39) Changes to Zelenskyy's Cabinet (14:06) State of the Iran War (18:24) Interview with Gina Raimondo (19:17) US-China AI Race (23:00) Europe's Vulnerability to China's Influence (26:16) Managing Economic Competition between US/China (28:31) Why AI is a Geopolitical Net-Good (30:27) Social Adoption of AI (35:31) Regulation for AI (37:44) One Decision to Watch (38:58) Takeaways and Wrap Up Show Notes:  Iran's New Grand Strategy: How a Remade Islamic Republic Will Reshape the Middle East | Foreign Affairs: www.foreignaffairs.com/iran/irans-new-grand-strategy  Hosted by Sir Richard Dearlove (former MI6 Chief) and guest co-host Sabrina Singh (Former Deputy Pentagon Press Secretary) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.--Timestamps:(00:00) - Welcome and Setup(02:05) - Reunion at the Table(03:11) - Episode Premise and Format(04:22) - Zeihan on Deglobalization(06:42) - Energy Shock Fallout(08:52) - Demographics and Demand Crash(11:03) - Deflation vs Inflation Debate(16:25) - Drone Warfare Dark Turn(18:21) - Semiconductors Reality Check(27:27) - Marco Goes Nuclear(30:10) - Russia Collapse Scenarios(33:18) - Nukes Spread and Ukraine Endgame(35:31) - Supply Chain Shockwaves(36:34) - Putin Hell Bar Joke(37:18) - Europe Expansion Debate(39:26) - EU Becomes Military Union(40:37) - Post Putin Chaos Risks(43:08) - Russian Elite Succession(44:27) - Civil War Nuclear Fear(47:34) - China Fills The Vacuum(52:26) - Taiwan Timeline Scenario(53:59) - Drones Nukes And Invasion(56:43) - Deterrence And Flashpoints(01:03:34) - China Demographics Clash(01:05:15) - Depopulation Not Disaster(01:06:14) - Black Plague Lessons(01:07:11) - Automation Versus Depopulation(01:07:22) - Japan China Depopulation Debate(01:09:31) - End of Nation State(01:11:18) - Shocks and State Capacity(01:12:04) - Broken World of More(01:13:07) - Knowledge Networks Collapse(01:14:31) - Affluence Feudalism Demand(01:16:51) - Brittle AI Chip Supply(01:21:39) - Ingenuity Gap Reversal(01:23:34) - Rapid Fire Predictions(01:35:47) - State Versus Tech Showdown(01:40:24) - Wrap and Break--Referenced in the Show:https://zeihan.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

From running marathons to being personalised chefs, robots are redefining life in the future. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For July, host and deputy foreign editor Albert Wai teams up with ST’s senior China correspondents Yew Lun Tian and Daryl Loo. Their focus is on China’s AI and robots and what they mean for jobs, IPOs and the US-China rivalry. On the ground, Lun Tian notes that AI has become “everything, everywhere, all at once.” Everyday innovations now range from driverless robotaxis and near-unmanned factories to AI-generated microdramas. Such tech advancements have translated into a can-do spirit for China. The government has framed China’s open-source AI models as a driver of equitable global development—offering Beijing a chance to demonstrate leadership and responsible AI governance. However, skeptics argue against expanding China’s influence in setting global standards. Domestically, it has also sparked a massive capital surge in the form of IPOs. And talent is in such short supply that Chinese companies now have to look overseas. While the overall picture is a positive one, there is an underbelly in the form of social inequalities, need for regulation as well as ethical issues. There are also implications for US-China ties. AI has become yet another topic that shows how difficult it is for both sides to come together. Yet, dialogue is urgently needed for both Beijing and Washington to identify low-hanging fruits and establish basic guardrails. What do the podcasters hope to see in future? Albert and Daryl wish for a robot that can analyse, wash and fold their laundry, while Lun Tian would like a “master shifu” to answer her burning questions. Highlights (click/tap above): 7:43 AI is “everything, everywhere all at once” 10:13 President Xi lays out China’s vision 13:48 Scramble for public listings 17:25 Preparing students to thrive 22:36 Is AI missing out on women’s talent? 24:54 AI competition could be the new nuclear arms race 31:36 More harm than good? Read more: https://str.sg/4pqfj Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

From running marathons to being personalised chefs, robots are redefining life in the future. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For July, host and deputy foreign editor Albert Wai teams up with ST’s senior China correspondents Yew Lun Tian and Daryl Loo. Their focus is on China’s AI and robots and what they mean for jobs, IPOs and the US-China rivalry. On the ground, Lun Tian notes that AI has become “everything, everywhere, all at once.” Everyday innovations now range from driverless robotaxis and near-unmanned factories to AI-generated microdramas. Such tech advancements have translated into a can-do spirit for China. The government has framed China’s open-source AI models as a driver of equitable global development—offering Beijing a chance to demonstrate leadership and responsible AI governance. However, skeptics argue against expanding China’s influence in setting global standards. Domestically, it has also sparked a massive capital surge in the form of IPOs. And talent is in such short supply that Chinese companies now have to look overseas. While the overall picture is a positive one, there is an underbelly in the form of social inequalities, need for regulation as well as ethical issues. There are also implications for US-China ties. AI has become yet another topic that shows how difficult it is for both sides to come together. Yet, dialogue is urgently needed for both Beijing and Washington to identify low-hanging fruits and establish basic guardrails. What do the podcasters hope to see in future? Albert and Daryl wish for a robot that can analyse, wash and fold their laundry, while Lun Tian would like a “master shifu” to answer her burning questions. Highlights (click/tap above): 7:43 AI is “everything, everywhere all at once” 10:13 President Xi lays out China’s vision 13:48 Scramble for public listings 17:25 Preparing students to thrive 22:36 Is AI missing out on women’s talent? 24:54 AI competition could be the new nuclear arms race 31:36 More harm than good? Read more: https://str.sg/4pqfj Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialWelcome to another episode of Impact Theory with Tom Bilyeu! In today's show, Tom dives headfirst into the latest groundbreaking developments shaking up the worlds of AI, geopolitics, and beyond. From OpenAI's latest model hacking its way out of a test environment and the explosive competition between American and Chinese AI models, to major policy moves from Trump—think tariffs on generic drugs and high-stakes strikes on Iran's nuclear facilities—Tom pulls no punches unpacking the biggest stories. Along the way, he tackles pressing questions about the arms race in artificial intelligence, election integrity, and shifting global economic power.Expect candid analysis of how propaganda and incentive systems drive both technology and politics, the philosophical debates raging around AI regulation, and some lively cultural detours—including the future of human longevity and what Christopher Nolan's latest epic says about morality. Loaded with sharp perspective and a commitment to exploring all sides, this episode is your window into the headlines that will shape our future. So buckle up—today's conversations may challenge everything you think you know.Chapters: 00:00 Discussing unbiased news sources07:12 AI moving at machine speed15:41 Self-regulating through personal values20:52 Concerns about AI training data25:47 Deciding between patent or trade secret27:13 Discussing Palantir's AI solutions36:49 Reflecting on initial thoughts on Iran40:54 Trump's strategy with Iran47:30 Admitting uncertainty in discussions51:11 China and the concept of fascism55:59 Discussion on voter fraud concerns01:00:57 Discussing media and integrity standards01:05:07 Senate's role in representation01:13:44 Cultural sensitivity in character adaptation01:18:07 Praising Christopher Nolan's latest film01:21:54 Cell aging and methylation process01:31:19 Speculating on new nation concepts01:36:30 Gambling laws in video gamesSponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderATT Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Pique: 20% off at https://piquelife.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheorySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Toys ‘R’ Us China celebrates 40 years of Transformers, the Rainmaker Seekers are back, and Hasbro is making sure everyone who wants them can get them, and the Studio Series line is… evolving. All this and much, much more on this episode of TransMissions! Order our exclusive Skybound Transformers #1 comic with cover art by E.J. Su! Want some TransMissions swag? Check out our online shop, powered by Dashery! Show Notes: If you enjoy TransMissions, please rate us and subscribe on Apple Podcasts and Spotify! These ratings greatly help podcasts become more discoverable to other people using those services and is an easy way to help out our show. Contact us: Continue reading The post Episode 704 – Gotta Catch ‘Em All! appeared first on TransMissions Podcast Network.

Is China quietly outsmarting the US in the AI arms race, and is Trump laying the pitch to challenge the results of the US midterms with his repeated, unfounded claims of Chinese election meddling? Why has Zelenskyy sacked his popular defence minister just as Ukraine is winning on the battlefield? Does Kemi Badenoch's purge of Rory-adjacent centrists from the Conservative Party show she is even more ruthless than Margaret Thatcher? Join Rory and Alastair as they answer all these questions and more in this week's edition of Question Time. __________ Enjoy Rory and Alastair's interview with Maggie Haberman and Jonathan Swan by searching ‘Leading' on Spotify, Apple, or YouTube. Go deeper into the world of The Rest Is Politics by signing up for our free newsletter HERE, featuring exclusive interviews, analysis and weekend reads from Alastair and Rory. Summer sale is here: get an annual membership for an extra 20% off with code SUMMER26. That's ad-free listening, every bonus episode, and full access to our exclusive members' series. Sale ends August 31st, so grab it before summer's over. Join The Rest Is Politics Plus. Start your free trial at therestispolitics.com to unlock exclusive bonus content – including Rory and Alastair's miniseries – plus ad-free listening, early access to episodes and live show tickets, exclusive newsletters, discounted book prices, and a private chatroom on Discord. The Rest Is Politics is powered by Fuse Energy. Stop overpaying for energy. Switch at fuseenergy.com/politics and get a free TRIP+ subscription.

Recorded at the PSE-CEPR Policy Forum, Paris School of Economics, June 2026.In 1941 the United States banned oil exports to Japan, to punish aggression without fighting a war. Historians now argue the embargo did the opposite, and hastened Japan's entry into the war.Isabelle Méjean (Sciences Po, CEPR) calls this "The safety paradox". Trade between rivals makes war more expensive. Cut that trade to protect your interests, and you make conflict cheaper, for your rival as well as for you. In a new VoxTalk she talks to Tim Phillips about economic coercion, decoupling, and why Europe should treat its trade agreements as insurance.Méjean and her co-authors simulated the US decoupling from China. Raising tariffs by 20 percentage points, roughly what the first Trump administration did, raises the probability of war by 2%, she estimates. That sounds small until you consider what a war between the US and China would mean.The research behind this episode:Mayer, Thierry, Isabelle Méjean, and Mathias Thoenig. 2025. "The Fragmentation Paradox: De-risking Trade and Global Safety." CEPR Discussion Paper 20564 (gated).To cite this episode:Phillips, Tim, and Isabelle Méjean. 2026. "The Safety Paradox." VoxTalks Economics (podcast).About the guestIsabelle Méjean is Professor of Economics at Sciences Po and a Research Fellow of the Centre for Economic Policy Research, where she directs the International Trade and Regional Economics programme and is a member of the Research Policy Network on Geoeconomics and Security. She is a scientific advisor at CEPII and a member of the French Conseil d'Analyse Économique, with research spanning international trade, firm-to-firm networks, and how shocks to individual firms move whole economies. In 2020 she was named Best Young Economist of France.Research cited in this episodeMake Trade Not War? Philippe Martin, Thierry Mayer, and Mathias Thoenig's 2008 paper in the Review of Economic Studies (75(3): 865-900) provided the first quantitative evidence that bilateral trade integration reduces the probability of interstate conflict; the diplomatic game in the new paper builds directly on it.Montesquieu, De l'esprit des lois (1748). The earliest statement of the idea, Méjean notes, that interdependence between nations raises the cost of conflict and strengthens the hand of diplomacy; what was trade dependence in the 18th century now includes finance and technology.The US oil embargo on Japan, 1941. Méjean's historical example of the safety paradox in action; a policy designed to impose costs on Japan is widely credited by historians with accelerating its entry into the Second World War.China's trade ban on Lithuania. After Lithuania allowed a Taiwanese representative office to open in Vilnius in 2021, China blocked Lithuanian products from its market; the episode's example of open economic coercion, and one that prompted the EU's Anti-Coercion Instrument, in force since 2023.Liberation Day tariffs. The US tariffs announced in April 2025; Méjean points to the tariff on Brazil, justified by the treatment of former president Jair Bolsonaro, as a tariff with an explicitly geopolitical rather than economic purpose.Rare earths. China holds a near monopoly across mining, refining, and magnet production; Méjean's example of where future trade agreements could act as insurance, because deposits outside China offer more scope for diversification than mining in Europe.More VoxTalks Economics episodesEurope in the Middle. Pol Antras and Beata Javorcik, recorded at the same forum, on what the US-China realignment means for European producers and consumers.World War Trade. Richard Baldwin on how world trade was weaponised, and where the trading order goes from here.Trading Around Geopolitics. Giancarlo Corsetti, Banu Demir, and Beata Javorcik on why trade sanctions can be like squeezing a balloon.Related reading on VoxEUWhy 'de-risking' may not deliver a large peace dividend, a VoxEU column estimating that a doubling of bilateral trade reduces the probability of militarised conflict by roughly 30%.How geopolitics is changing trade, a VoxEU column documenting the fragmentation of trade flows along geopolitical lines.Geopolitical risk and supply chain diversification, a VoxEU column on how firms respond to geopolitical risk in their sourcing decisions.

Toys ‘R’ Us China celebrates 40 years of Transformers, the Rainmaker Seekers are back, and Hasbro is making sure everyone who wants them can get them, and the Studio Series line is… evolving. All this and much, much more on this episode of TransMissions! Order our exclusive Skybound Transformers #1 comic with cover art by E.J. Su! Want some TransMissions swag? Check out our online shop, powered by Dashery! Show Notes: If you enjoy TransMissions, please rate us and subscribe on Apple Podcasts and Spotify! These ratings greatly help podcasts become more discoverable to other people using those services and is an easy way to help out our show. Contact us: Continue reading The post Episode 704 – Gotta Catch ‘Em All! appeared first on TransMissions Podcast Network.

China's growing use of economic power for strategic and political purposes has become one of the defining features of international competition. Beijing is no longer simply using trade and investment to promote economic growth—it is increasingly deploying a sophisticated toolkit of laws, regulations, export controls, market access, infrastructure investment, and technological standards to advance its broader geopolitical objectives.   In today's episode, we'll explore how China's approach to economic statecraft has evolved, how effective it has been, its impact on Chinese foreign policy – especially relations with the United States -- and what governments around the world can do in response. I'm delighted to be joined by Dr. Evan Medeiros, one of the leading experts on Chinese foreign policy, including its use of economic statecraft, to help us unpack these important issues.   Dr. Medeiros is the Penner Family Chair in Asia Studies in the School of Foreign Service and the Cling Family Distinguished Fellow in US-China Studies at Georgetown University. He served seven years in President Obama's NSC first as director for China, Taiwan and Mongolia, and then as Special Assistant to the President and Senior Director for Asia. Timestamps: [00:00] Introduction [01:49] What is Chinese Economic Statecraft? [04:52] How Chinese Leaders Think About Economic Power and Political Influence [06:43] The Evolution of China's Economic Statecraft Toolkit [09:49] Chinese Market Accessibility as Statecraft [14:07] Institutionalizing Economic Statecraft [17:37] How Legal Bodies are Implemented [23:32] Implications for the US-China Relationship [25:36] Strengthening US Economic Statecraft

Following the Trump–Xi meeting in mid-May, officials in both the United States and China started describing bilateral ties as "a constructive relationship of strategic stability." However, both countries have different views of what this term means and its implications for U.S.-China relations. While the United States does not see a large difference between "strategic stability" and its other recent approaches to China, China views this new term as an acknowledgement of its superpower status on the global stage. Is the U.S.-China relationship entering a new phase or is this simply a new rhetorical framing?  Victor Shih joined us on July 9, 2026 to discuss the way the United States and China view their relationship with each other after the Trump-Xi meeting in May.  Read the speaker's bio on our website.

Moonshot's Kimi K3 is the strongest open-weight model yet, with benchmarks approaching Fable 5 and GPT-5.6. But early testing reveals major limitations in reliability, speed, and cost. NLW examines whether K3 lives up to the hype—and what it means for open models, AI safety, and the US-China race.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kpmg.com/us/Sophisticated⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hyperagent.com/aidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Retool - Secure your vibecoded apps. New enterprise customers get up to $10,000 in AI credits per year. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠retool.com/aidaily ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.rackspace.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Section turns AI investment into workforce transformation and ROI - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Our 252th episode with a summary and discussion of last week's big AI news!Recorded on 07/11/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI publicly rolled out GPT-5.6 (including Sol and Luna) and rebranded its desktop agentic coding product as ChatGPT Work, amid disputed claims about whether the US government effectively green-lit and delayed the release and concerns about inconsistent, ad hoc frontier-model oversight and jailbreakability.New model releases intensified pricing and capability competition: SpaceX AI's Grok 4.5 launched as a very low-cost, Opus-class coding model with minimal safety documentation, while Meta released Muse Spark 1.1 with aggressive pricing, large coding/cyber benchmark gains, and a lengthy safety evaluation.Meta also previewed Muse Video and rolled out Muse Image before quickly backtracking after backlash over easy generation of images of public Instagram accounts; separately, Chinese open-source models grew to over 30% of weekly OpenRouter tokens as cost pressure increased, alongside discussion of risks like potential insider threats.Infrastructure, policy, and safety developments included Meta exploring selling AI compute as a cloud business, US energy regulators pressing grid operators on large-load data-center connections, Anthropic publishing a “global workspace” interpretability method for verbalizable internal representations, reports that China may restrict overseas access to top models, and AI 2040 proposing US–China coordination to slow progress until alignment improves.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:01:33) News PreviewTools & Apps(00:02:03) OpenAI rolls out GPT-5.6 after government greenlight — and announces ‘ChatGPT Work' | The Verge + The new ChatGPT superapp takes aim at Claude Desktop + OpenAI is shutting down its Atlas web browser + OpenAI's latest AI model likely has similar cyber vulnerabilities to one that led to U.S. export controls on Anthropic's Fable, British agency says(00:15:41) SpaceXAI, Cursor Launch Grok 4.5 AI Model for Finance, Legal Applications - Bloomberg + SpaceXAI's Grok 4.5 Undercuts Anthropic and OpenAI on Coding Agent Pricing(00:20:29) Meta says its new AI model is ready to compete on coding | The Verge(00:27:21) Introducing Muse Image and Muse Video + https://www.nytimes.com/2026/07/10/technology/meta-muse-images-instagram-removal.html(00:29:01) Chinese AI models gain ground with U.S. companies as costs surge +Anthropic and OpenAI Face a New Threat from ChinaApplications & Business(00:35:21) Meta Is Planning a Cloud Business to Sell AI Computing Power - Bloomberg(00:46:32) US energy regulator sets ultimatum for data centres + Grid operator PJM orders emergency steps to avoid large-scale US power outagesProjects & Open Source(00:51:40) Nemotron-Labs-Diffusion: A Tri-Mode Language Model Unifying Autoregressive, Diffusion, and Self-Speculation Decoding(00:57:44) Tencent Releases Hy3: An Open 295B Mixture-of-Experts (MoE) Model with 21B Active Parameters and 256K Context - MarkTechPostPolicy & Safety(00:58:30) Verbalizable Representations Form a Global Workspace in Language Models(01:09:29) Beijing is looking at curbing overseas access to China's top AI models, sources say(01:12:53) The ex-OpenAI employee behind ‘AI 2027' recommends a rosier path - The Washington Post + AI 2040: Plan ASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bill Gertz and Gordon Chang — Rose Gottemoeller suggests Vladimir Putin nearly used tactical nuclear weapons in 2022 to stop a military rout, allegedly dissuaded by private pressure from the U.S., China, and India; reports indicate China is now providing covert military training to Russian forces. (3)1585

Ken Griffin, the founder and CEO of Citadel, expects agentic artificial intelligence (AI) to enable a “golden age” of entrepreneurship and eliminate some corporate moats, even as the cost of using AI creates a deep moat around other companies. And while some jobs may be replaced by technology, Griffin says he has found that productivity increases from AI have, instead of reducing headcount, allowed his company to pursue new opportunities.   Griffin shares his views on geopolitical tensions between the US and China, the need for domestic data center construction in the US, and a range of other factors rippling through global markets in this episode of Goldman Sachs Exchanges: Great Investors, recorded at Goldman Sachs's Apex Symposium.  This episode was recorded on June 2, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Views of the interviewee do not necessarily reflect the views of Goldman Sachs.  Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

US & Iran intensify their strikes; a prominent Democrat calls for a new direction in U.S.-Israel relations; Operation Blessing aids Venezuela earthquake survivors; and the island nation of Palau could be key in a US-China conflict.

Twenty-five years after its founding, how has the US-China Economic and Security Review Commission shaped American strategic policy? In this episode, we feature a panel discussion examining the evolution of major power competition. Dr. Sheena Chestnut Greitens sits down with Randall Schriver (Chairman of the Board, Institute for Indo-Pacific Security) and Mike Kuiken (Distinguished Visiting Fellow, Hoover Institution and USCC Commissioner) to assess the shifting geopolitical landscape. The guests argue that the strategic environment has transitioned from early debates over human rights and market access to intense military coercion and sophisticated cyber operations, such as Volt Typhoon and Salt Typhoon. They analyze the critical 2027 Taiwan timeline, evaluating the island's central role in global semiconductor supply chains. Furthermore, Schriver and Kuiken explore how Beijing has successfully leveraged state resources to leapfrog Western innovation in biotech, pharmaceuticals, and quantum computing. They assert that sustaining deterrence requires policymakers to look beyond immediate crises and proactively address over-the-horizon technological risks. This event was co-sponsored by the Asia Policy Program, the Clements Center for National Security, and the Strauss Center for International Security and Law. Related Links: Full author bios and event details: The U.S.-China Economic and Security Review Commission at 25: Still Crazy After All These Years Learn more about our research and analysis:  Texas National Security Review (TNSR)

Today's Headlines: Trump's July 4th celebrations were a disaster on every front — his Mount Rushmore speech was cancelled by a hailstorm, the National Mall events were evacuated due to severe wind and rain with guests sheltering in the African American History Museum, and his record-breaking fireworks show was obscured by its own smoke, leaving DC with the worst air quality in the world by 7am. Making it worse, Democrats released a report alleging Freedom250 was a wire fraud scheme that redirected donor money from the legitimate bipartisan America250 celebration, pressured corporate donors to switch their commitments, and diverted $75 million of the $100 million Congress allocated to parts unknown. White nationalist group Patriot Front also showed up in matching outfits, so all in all a great party. On Donaldtella's pet projects, former Olympic canoeist David Hearn, 67, was indicted on a felony destruction of property charge for pulling up liner that was already peeling — the first of at least 11 people facing legal consequences for being near a broken pool — while Interior Secretary Doug Burgum insists vandals cut gashes in it without producing a single frame of surveillance footage, and announced they'll use the same contractor to fix what the same contractor broke. On the World Cup beat, Trump called FIFA chief Gianni Infantino to get suspended American soccer player Folarin Balogun unsuspended from the World Cup, the FIFA Disciplinary Committee conveniently reversed its decision, and Trump celebrated on social media seemingly unbothered that a championship won this way won't be considered legitimate by anyone. On Mitch, it emerged that his wife Elaine Chao traveled to China to meet with the vice president just three days after he was hospitalized with cardiac arrest, with photos of her in Chinese state media discussing US-China relations. And finally, Mallory McMorrow dropped out of the Michigan Senate Democratic primary, leaving establishment-backed Haley Stevens against Bernie-backed Abdul El-Sayed ahead of the August 4th primary. Resources/Articles mentioned: CNN: DC experiences ‘Code Red' air quality after massive fireworks display MSNow: White nationalists march in D.C. on July 4th AP News: Democrats accuse Trump-linked fundraisers of fraud over diverted donations for America's anniversary NYT: David Hearn, Olympian Canoeist, Is Indicted After Arrest at Trump's Reflecting Pool AP News: Trump's administration won't seek new bids to repair the Lincoln Memorial Reflecting Pool  Yahoo: Ominous New Scaffolding Goes Up at Trump White House NBC News: U.S. star Folarin Balogun eligible to play vs. Belgium after FIFA suspends red card ban The Daily Beast: Mitch McConnell's Wife's Bizarre Move After CPR Drama Revealed Axios: McMorrow suspends Michigan Senate bid in shock move Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Rebecca Anderson, a Senior Fellow at the McKinsey Global Institute, McKinsey's business and economics research arm. She leads research on economic growth and the financial system, in the United States and globally. In today's episode, Rebecca shares her McKinsey report on what has powered America's economy for 250 years: natural endowments, a culture of entrepreneurship, and the institutions that harnessed them. She examines labor force dynamism in the age of AI, the $2 trillion cost of reindustrialization, and a global balance sheet stretched to record highs. (0:00) Starts (1:11) Rebecca explains American's natural advantages (9:11) US leadership in science, technology, and education (16:29) AI, workforce transitions, and manufacturing ramp-up (25:56) Infrastructure challenges and US-China comparisons (33:38) US policy recommendations (43:44) The global balance sheet (52:14) Cultural attitudes and geopolitics ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Preview: Mary Kissel analyzes shifting US-China relations, noting that the private sector is proactively diversifying. CEOs recognize China's deflating, corrupt economy while the government remains slow to recognize that outreach is not being met with cooperation.

Goodbye INDOPACOM and hello Middle Eastern distractions.Today on The Diplomat's Asia Geopolitics podcast hosts Ankit Panda (@nktpnd) and Katie Putz (@LadyPutz) take stock of U.S. Asia policy at the midpoint of 2026, discussing the recent renaming of INDOPACOM and last month's Shangri-La Dialogue. What are the perception of U.S. Asia policy among regional players amid recurrent distractions caused by conflicts in the Middle East and the uncertain future of US-China relations.You can subscribe to The Diplomat's Asia Geopolitics podcast on Apple Podcasts and Spotify; and watch the episode on YouTube.

SCHEDULE OF THE JOHN BATCHELOR SHOW, 6-16-2026.1881.  LYSANDER DESTROYS THE WALLS OF ATHENS.Liz Peek discusses Elon Musk's potential trillionaire status, highlighting his massive contributions through SpaceX and Tesla. She defends his wealth creation as a product of capitalist grit and innovation, contrasting it with socialist critiques. Peek emphasizes how Musk's projects, including orbital data centers, advance technology for global society. (1)Liz Peek analyzes Kevin Warsh's appointment to the Federal Reserve and his optimistic view of AI-driven productivity. She predicts the Fed will hold interest rates steady despite inflation, noting that falling oil prices from a potential Irandeal could ease economic pressures. Peek also highlights a strong consumer market. (2)Professor John Yoo critiques the "Thucydides Trap" analogy used by Xi Jinping to describe US-China tensions. He argues China resembles militaristic Sparta, while the US represents the democratic, commercial Athens. Yoo warns that China's declining population and stolen technology make it a declining power compared to the booming US. (3)Professor John Yoo applies the Thucydides Trap to the current conflict between the US and Iran's "concert of autocracies." He notes that while some view Iran as a rising power, it functions more like a small, oppressive elite. Yooemphasizes that the US fears autocracy rather than rising power alone. (4)Joseph Sternberg explains the impending depletion of the Social Security Trust Fund, labeling it an accounting gimmick. He clarifies that the program is a pay-as-you-go system where current workers fund retirees. Sternbergdiscusses the political difficulty of reform, suggesting private accounts as a viable alternative for younger generations. (5)Joseph Sternberg reports on the turmoil within Britain's Labour Party, as Prime Minister Keir Starmer faces internal challenges. He discusses potential successor Andy Burnham's by-election bid and Nigel Farage's Reform Partyinfluence. Sternberg highlights the heavily taxed British economy and the strategic calculations surrounding a possible general election. (6)Jonathan Schanzer critiques the rumored US-Iran deal, warning that it offers significant sanctions relief without securing nuclear concessions. He argues that the plan fails to address ballistic missiles or proxies like Hezbollah. Schanzer expresses concern that the deal grants Iran a veto over Israeli defense actions in Lebanon. (7)Jonathan Schanzer discusses the roles of Syria, Qatar, and Turkey in regional conflicts. He questions the reliability of the Syrian regime to tame Hezbollah, suggesting a "neo-Ottoman" Turkish agenda. Regarding Gaza, he notes Hamas is tactically contained but remains a threat, while warning against trusting Qatar. (8)Gregory Copley addresses the crisis in the UK Ministry of Defense, marked by high-level resignations and budget cuts. He describes the Royal Marines' seizure of a Russian "shadow fleet" tanker and a Russian warship firing warning shots at a yacht. Copley argues years of neglect have degraded British naval power. (9)Gregory Copley examines the Makerfield by-election, where Andy Burnham seeks to return to Parliament to challenge Keir Starmer's leadership. He explains how third parties like Reform and Restore Britain could split the vote. Copley notes Burnham's potential as a more capable leader despite his traditional "tax and spend" policies. (10)Gregory Copley critiques the upcoming US-Iran memo, characterizing it as a "rinse and repeat" cycle rather than a true victory. He argues that by failing to remove the Islamic regime, the US preserves a weakened but hostile power. Copleyalso notes shifting alliances as Gulf states pursue independent policies. (11)Gregory Copley explains the Trooping the Colour ceremony, a display of British military discipline celebrating the sovereign's birthday. He highlights King Charles III handing visible authority to Prince William during this year's event. Copley notes the ceremony serves as an inspirational reminder of the British Army's historic and professional legacy. (12)Andrea Stricker discusses the IAEA's near-total loss of access to Iranian nuclear sites. She details how previous US and Israeli strikes decimated enrichment capabilities, yet monitoring remains blind. Stricker emphasizes the difficulty of verifying the location of highly enriched uranium stockpiles, particularly at the heavily damaged Esfahan tunnel complex. (13)Andrea Stricker explains the "numbingly complicated" nature of Iran's nuclear program, which utilizes research centers and universities to hide sensitive work. She advocates for a comprehensive agreement requiring full Iranian disclosure and intrusive inspections. Without such transparency, Stricker warns that any diplomatic deal will lack long-term strategic weight. (14)Thaddeus McCotter reflects on the 2009 Green Movement, criticizing the Obama administration for parlaying with "butchers" rather than supporting protesters. He warns that the current Trump administration faces the same ideological enemy. McCotter expresses deep skepticism toward any transactional deal, given the regime's religious commitment to its anti-Western crusade. (15)Thaddeus McCotter joins John Batchelor to discuss the lack of clarity in the emerging US-Iran memo, specifically regarding ballistic missiles and human rights. He questions the effectiveness of a "60-day ceasefire" strategy and calls for Congressional oversight. McCotter emphasizes that the regime's terroristic nature remains unaddressed by diplomatic benchmarks. (16)

Professor John Yoo critiques the "Thucydides Trap" analogy used by Xi Jinping to describe US-China tensions. He argues China resembles militaristic Sparta, while the US represents the democratic, commercial Athens. Yoo warns that China's declining population and stolen technology make it a declining power compared to the booming US. (3)SPARTA

Sam Harris speaks with Vinod Khosla about AI, economic disruption, and political risk. They discuss the prospect of mass job displacement, a trillion-dollar policy framework to redistribute AI's gains, the failure of the California wealth tax, the corporate capitulation to Trump, Elon Musk's embrace of white nationalist rhetoric, US-China competition, semiconductor dependence, and other topics. If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe.