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Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets. HPE and Activist Investor Involvement: Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations. China and Advanced Chip Sales Debate: Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies. Market Volatility and Banking Sector Performance: The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption. For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
See the full podcast! https://chinauncensored.tv/programs/podcast-293 Trump's tariffs on China have sparked a new trade war! Who is winning? Joining us today is Christopher Balding. He's a Senior fellow at the Henry Jackson society. He's also the founder of New kite data labs, a small think tank focused on China, data, technology and the economy. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China
Is America screwed? Not according to the former managing editor of Wired, Peter Leyden. The creator of the Substack newsletter The Great Progression, Leyden believes that U.S. history operates in 80 year cycles and that America, empowered by Northern Californian technology, is gearing up for another remarkable period of innovation. Leyden is no MAGA fanboy, but argues that Trump is enabling the American future by destroying the Republican brand and unintentionally guaranteeing a longterm Democratic majority. It's a provocative thesis which I hope is true. But what about China? And can we really trust Silicon Valley's tech titans to make America great again? 5 Takeaways* Leyden believes America cycles through major reinventions approximately every 80 years, with previous transformations occurring after the Constitutional Convention, Civil War, and World War II.* He argues that post-WWII systems (welfare state, Pax Americana) are outdated and that Trump's presidency is accelerating their necessary dismantling.* Leyden sees an opportunity for progressives to rebuild American systems using AI, clean energy and bioengineering in more efficient, effective ways.* Leyden references economic historian Carlota Perez's theory that technological revolutions move from "Gilded Ages" (concentrated wealth/power) to "Golden Ages" (distributed benefits) through democratic intervention.* Leyden positions the US-China competition, particularly in AI development, as a fundamental contest between democratic and authoritarian approaches to organizing society with new technologies.Peter Leyden is a tech expert and thought leader on artificial intelligence, climate technologies and a more positive future through his keynote speaking, writing and advising. Leyden currently is the creator of The Great Progression: 2025 to 2050, which is a series of keynote talks, Substack essays, and his next book on our new potential to harness AI and other transformative technologies to create a much better world. He also is the founder of Reinvent Futures, advising senior leaders in strategic foresight and the impacts of these new technologies. Since coming to San Francisco to work with the founders of WIRED to start The Digital Age, he has followed the front edge of technological change and built an extraordinary network of pioneering innovators in Silicon Valley. Leyden most recently convened this network of elite tech experts through the first two years of the Generative AI Revolution as host and curator of one of the premier event series at ground zero in San Francisco — The AI Age Begins. Leyden is the former Managing Editor of WIRED, who then became the Founder and CEO of two startups that pioneered the early video mediums of first YouTube and then Zoom. He wrote two influential books on the future that went into multiple languages, including The Long Boom that foretold how the new digital economy would scale over 25 years — and largely did. Leyden began his career as a journalist covering America, then did a stint as a foreign correspondent in Asia for Newsweek, including covering the early rise of China. He has traveled to more than 50 countries around the world. He was raised in the heartland in Minnesota, graduated summa cum laude at Georgetown University, and earned two masters degrees from Columbia University.Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting the daily KEEN ON show, he is the host of the long-running How To Fix Democracy interview series. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
See the full podcast! https://chinauncensored.tv/programs/podcast-293 Trump's tariffs on China have sparked a new trade war! Who is winning? Joining us today is Christopher Balding. He's a Senior fellow at the Henry Jackson society. He's also the founder of New kite data labs, a small think tank focused on China, data, technology and the economy. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China
On the DSR Daily for Friday, we discuss Secretary Rubio signaling a potential end to US support in Ukraine, Senator Van Hollen meeting with Kilmar Abrego Garcia, Trump suggesting a possible easing of the US-China tariff conflict, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S.-China trade war has rattled the global economy, and there's little sign of de-escalation. What does this mean for their respective economies? Where does this end? The Council on Foreign Relations' Zongyuan Zoe Liu and the Center for Strategic and International Studies' Scott Kennedy join FP Live to discuss. We want to hear from you! Help us shape the future of FP Live by sharing your thoughts on the show by clicking here. Suggested reading (FP links are paywall-free): Scott Kennedy: Why Beijing Thinks It Can Beat Trump Deng Yuwen: Why Beijing Is Standing Up to Trump Howard W. French: Trump's Tariffs Are a Gift to Xi Lili Pike and Christina Lu: Can Washington and Beijing Walk Back Their Trade War? Lizzi C. Lee: How China Should Handle Trump's Tariffs James Palmer: China May Have a Revenge List for Tariff Wars Cameron Abadi and Adam Tooze: How Tariffs on China Brought Back Decoupling With a Vengeance Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this week's episode of Scheer Intelligence, where host Robert Scheer dives deep into the compelling and complex world of international relations. In today's episode, we are joined by Ben Norton, a distinguished journalist based in China, and editor at Geopolitical Economy Report. With a profound understanding of the intricacies of China's economy, Ben offers invaluable insights into the ongoing trade tensions under the Trump administration and the shifting sands of global power dynamics. As we discuss everything from tariffs and trade wars to the implications of a multipolar world, prepare to gain a clearer picture of the challenges and realities facing not just the U.S. and China, but the global community at large. Join us for an enlightening conversation that goes beyond the headlines!
On the DSR Daily for Friday, we discuss Secretary Rubio signaling a potential end to US support in Ukraine, Senator Van Hollen meeting with Kilmar Abrego Garcia, Trump suggesting a possible easing of the US-China tariff conflict, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Founder and CEO of APAC Advisors Steve Okun joins Jim and Ray to talk about the suddenly raging trade war between the U.S. and China and what kind of impact it may have on the global trading system.Steve observes that international investment is largely frozen due to the uncertainty about what the U.S. goals are, which tariffs are temporary versus permanent, and whether the U.S. and China can come to a negotiated settlement.Steve also explains that while China has certainly exploited its advantage in manufacturing, the U.S. has long enjoyed its own advantage in the services sectors–such as entertainment, finance, health, and tourism. He says these U.S. industries may suffer under a more restrictive trade environment.The discussion also turns to international organizations and groupings like the World Trade Organization, Asia-Pacific Economic Cooperation, and the Association of Southeast Asian Nations (ASEAN), and whether they are losing influence in the global system as the big powers go their own way. Steve then speculates how U.S-China trade talks may proceed - and what cards Donald Trump and Xi Jinping believe they still have to play. Regardless, he expects continued volatility to continue as a new normal moving forward.Follow Steve Okun on his very popular LinkedIn profile, or at his consultancy, APAC Advisors.Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky at our show title, Why Should We Care About the Indo-Pacific?Follow Ray Powell on X (@GordianKnotRay) or on LinkedIn.Follow Jim Carouso on LinkedIn.Our podcast is produced by Ian Ellis-Jones and IEJ Media (on X @ianellisjones or LinkedIn).This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.
On the DSR Daily for Friday, we discuss Secretary Rubio signaling a potential end to US support in Ukraine, Senator Van Hollen meeting with Kilmar Abrego Garcia, Trump suggesting a possible easing of the US-China tariff conflict, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
The American President Donald Trump has criticised Jerome Powell after the Chair of the US Federal Reserve stated that tariffs are likely to push up inflation and unemployment, while President Trump says he's "one-hundred per cent sure" of a US-EU trade deal.We hear from the CEO of the Port of Long Beach - the busiest port in the US - on how they're already feeling the effects of US-China tariffs. Elsewhere the head of the International Monetary Fund, Kristalina Georgieva, has warned that economic growth will suffer due to global trade uncertainty being "off the charts".And Rahul Tandon speaks to a former Netflix director after the streaming service reported quarterly profits of $2.9bn.Global business news, with live guests and contributions from Asia and the USA.
President Xi Jinping's style of negotiating is staid, distanced, a quiet projection of power. President Donald Trump's is not. That dynamic is complicating their gargantuan standoff. Spain ends up with more and more remains of migrants who die on their journeys—and its morgues cannot keep up (10:29). And in an age of video games pinball is not only surviving, it's flipping thriving (18:11).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
President Xi Jinping's style of negotiating is staid, distanced, a quiet projection of power. President Donald Trump's is not. That dynamic is complicating their gargantuan standoff. Spain ends up with more and more remains of migrants who die on their journeys—and its morgues cannot keep up (10:29). And in an age of video games pinball is not only surviving, it's flipping thriving (18:11).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
Episode 563: Neal and Toby talk about how Nvidia became the latest victim in the US-China trade war, which could hurt its chip sales. Then, Harvard has stood up against the Trump administration and hopes other elite schools will join their fight. Also, Chinese influencers are flooding TikTok claiming popular name brands and luxury brands can be bought for cheap by going directly to the factories they're made. Meanwhile, Neal shares his favorite numbers on family business, nepo homeowners, and flying iPhones. 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. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Spotify Outage 03:10 - Nvidia In US-China Crossfire 07:40 - Harvard vs Trump Admin 11:20 - Chinese Wholesalers Head to TikTok 18:20 - Neal's Numbers 25:00 - Headlines Learn more about your ad choices. Visit megaphone.fm/adchoices
Countries around the world are asking whether it is in their best interest to align more closely with China or the United States. Kurt Campbell helped guide US- China policy through multiple administrations and was Deputy Secretary of State under Joe Biden. He joins Christiane for his first TV interview since leaving government. Also on today's show: Director Marcel Mettelsiefen discusses his new documentary on the Israel-Palestine conflict, “A State of Rage”; business owners Debbie Wei Mullin and Sarah LaFleur on the impact of the Trump tariffs Learn more about your ad choices. Visit podcastchoices.com/adchoices
The head of the International Monetary Fund, Kristalina Georgieva, has warned that economic growth will suffer due to global trade uncertainty that is "off the charts" due to the growing US-China trade war. Meanwhile President Donald Trump says he's one-hundred per cent sure of a US-EU trade deal, and China's President Xi Jinping is in Cambodia to forge closer ties.We hear from the CEO of the Port of Long Beach on how tariffs are affecting what had been a record-breaking year for the United States' busiest port. And Rahul Tandon finds out why a judge ruled that Google's wilfully engaged in a series of anticompetitive acts.The latest business and finance news from around the world, on the BBC.
Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations. Dr. Liu is the author of ‘Can BRICS De-dollarize the Global Financial System?' and ‘Sovereign Funds: How the Communist Party of China Finances its Global Ambitions'. In this podcast we discuss US-China tensions in run-up to Trump 2.0, Xi Jinping's worldview and generational trauma, the strategic logic behind China's limited retaliation, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
We have seen some calm return this week, which has coincided with President Trump making some tariff concessions for tech companies and for auto parts, suggesting that a 'Trump put' is in play, and with the President also signalling “big progress” in talks with Japanese officials. However, we have to say this is an uneasy calm; new sectoral tariffs are still likely coming and tensions with China remain elevated. We discuss the latest tariff twists and turns, fresh communication from Fed Chair Powell and upcoming US data, as well as the ECB's recent 25bp rate cut. Across Asia, we will look out for Bank Indonesia's policy meeting, Korea export data and Tokyo CPI. Chapters: US (02:16), Europe (08:47), Asia (13:13).
Episode 562: Neal and Toby talk about the latest chapter in the US-China trade war, with China holding out on two things: rare earth minerals and Boeing deliveries. Then, Mark Zuckerberg takes the stand in the trial against the FTC where old emails are being dubbed the ‘smoking gun'. Also, LVMH loses its crown to Hermès in market cap. Plus, Twitter founder Jack Dorsey and Elon Musk agree on something: IP law should be deleted. Do they have a strong case? Finally, American Airlines offers free WI-FI, OpenAI's naming flubs, and the baseball to photographer career path. 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. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow How much progress have we made this year: https://year-progress.cnln.dev/ 00:00 - Year in Progress 03:00 - China Makes a Move vs US 07:40 - Meta vs the FTC 12:35 - LVMH Sto Drops 17:40 - IP Law Debate 21:45 - Headlines Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst escalating tariffs, geopolitical tensions, and technological disruption. Ryan offers unique insights from the frontlines of the US-China trade war and explores how businesses are adapting to a rapidly changing landscape. (00:00) Episode trailer (01:12) Ryan's overall thoughts and predictions (03:40) Why shipping is crucial to your everyday life (08:07) Why tariffs may actually increase global shipping (11:34) Who's pausing their China shipments? (14:29) The mindset of Flexport customers right now (16:02) Is this the end of globalization? (21:48) The fragility and resiliency of global trade (25:27) The most underrated story in the world (30:25) How tech has changed global trade (36:31) Who will win in the new trade settings? (41:20) What could a U.S-China trade deal look like? Ryan's links:Flexport https://www.flexport.com/ Twitter/X https://x.com/typesfast LinkedIn https://www.linkedin.com/in/rpetersen/Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new showThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below. The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Produced by supermix.io and EPIIPLUS1 Ltd
See the full podcast! https://chinauncensored.tv/programs/podcast-293 Trump's tariffs on China have sparked a new trade war! Who is winning? Joining us today is Christopher Balding. He's a Senior fellow at the Henry Jackson society. He's also the founder of New kite data labs, a small think tank focused on China, data, technology and the economy. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China
We start with a long-awaited ruling over whether Trump officials should be held in criminal contempt for violating orders on deportation flights. There may be potential for US-China trade talks. Billions in Biden-era climate funding are being kept alive – at least for now. A new federal lawsuit offers a glimpse into the reasons why international students believe their visas were revoked. And, the northern lights may be visible across more parts of the US tonight. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Attorney General Pam Bondi is defiant, as the legal controversy around the man deported to El Salvador by mistake reaches a fever pitch. We'll tell you why the DOJ is suing Maine. Chipmaker Nvidia is stuck in the middle of the US-China trade war. More details are emerging about a possible motive behind the arson attack targeting Pennsylvania's governor. Plus, a star tennis player apologizes over a stinky request. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Send us a textNvidia's strategic move to manufacture AI chips on American soil marks a watershed moment for domestic tech production. Starting later this year through partnerships with TSMC in Arizona and Intel's foundries, this initiative responds to surging AI demand while creating valuable jobs for middle-class Americans. The first batch of US-produced chips will arrive in Q4 2025, strengthening America's technological infrastructure at a critical time.Meanwhile, the US-China trade relationship has deteriorated beyond simple tariffs, now impacting semiconductors, pharmaceuticals, and aviation sectors. Recent US export restrictions on AI chips to China have hit Nvidia hard with a $5.5 billion write-down and 6% stock decline. China's retaliatory measures include halting Boeing deliveries and suspending mail services, reflecting growing economic nationalism. These tensions have sent gold soaring past $3,300 per ounce while Wall Street futures slide – clear signals of market uncertainty.For homeowners and potential buyers, there's cautious optimism as mortgage rates remain under 7% for the twelfth consecutive week. The 30-year fixed refinance rate sits at 6.86%, with applications increasing for both new mortgages and refinancing. However, real estate performance varies dramatically by location and price point – some Florida markets thrive while others struggle, making this very much a market-by-market situation. Despite these variations, stabilizing rates represent positive movement for American families and businesses navigating today's complex economic landscape.Looking to see real estate wealth-building strategies in action? Join us April 23rd in Tampa for an exclusive investment event featuring networking, strategy sessions, and an on-site property walkthrough. Reserve your spot at WealthyAFai.com/events.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!
Today's slide deck: https://bit.ly/3Yz632x - Today we look at more market volatility on the latest US-China trade friction and look ahead to the next key event risks on the geopolitical front as US-Japan trade talks are set to get under way and with Italian PM Meloni in Washington. We also wonder whether the US equity market is shaping up for the greatest bear market in a generation as market bailouts are likely no longer a major Washington priority, among other reasons. Today's podcast hosted by Saxo's Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.
In this episode of Tea Leaves, Rexon Ryu and Tiffany Ma are joined by Dr. Mira Rapp-Hooper, head of The Asia Group's Geopolitics Practice, and Dr. Evan Medeiros to assess where things stand nearly two weeks after April 2's “Liberation Day” tariff announcement. They unpack the escalation from sector-specific tariffs to looming reciprocal measures and examine the U.S.-China trade standoff. Dr. Medeiros leads a discussion on why this round of the trade war marks a more entrenched phase of an economic standoff, China's confident posture and retaliation strategy, and what it all means for businesses navigating the fallout. The team also explores the structure of ongoing negotiations and how trade talks are increasingly intertwined with broader strategic issues.
The World Trade Organisation's director general, Ngozi Okonjo- Iweala, has warned that a trade war between the World's two largest economies could affect all countries globally. Rahul Tandon speaks to a boat building business in Michigan who fear the US-China tariff war could force it to shut down. And we hear about the latest developments in both Japan and Bangladesh's trade negotiations with the US. The latest business and finance news from around the world, on the BBC.
In this thought-provoking conversation, Helen Toner, Director of Strategy at the Center for Security and Emerging Technology (CSET), discusses her perspectives on AI development, regulation, and international competition. Toner shares insights from her time on OpenAI's board, clarifying that reports about a "Q*" breakthrough influencing the board's decision were "totally false." She introduces her concept of "adaptation buffers"—critical windows of time between when AI capabilities are first demonstrated and when they become widely accessible—arguing that society needs this time to build resilience against potential misuse. Toner also explores the challenges of implementing effective AI governance, military applications of AI decision support systems, and the complex dynamics of US-China relations in the emerging AI landscape. Helen Toner's appearance on the TED AI show: https://www.ted.com/talks/the_ted_ai_show_what_really_went_down_at_openai_and_the_future_of_regulation_w_helen_toner Helen Toner's substack : https://helentoner.substack.com/ Additional recommended reads: https://helentoner.substack.com/p/nonproliferation-is-the-wrong-approach https://cset.georgetown.edu/publication/ai-for-military-decision-making/ https://www.lawfaremedia.org/article/ai-regulation-s-champions-can-seize-common-ground-or-be-swept-aside https://www.economist.com/by-invitation/2024/05/26/ai-firms-mustnt-govern-themselves-say-ex-members-of-openais-board SPONSORS: Oracle Cloud Infrastructure (OCI): Oracle Cloud Infrastructure offers next-generation cloud solutions that cut costs and boost performance. With OCI, you can run AI projects and applications faster and more securely for less. New U.S. customers can save 50% on compute, 70% on storage, and 80% on networking by switching to OCI before May 31, 2024. See if you qualify at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive NetSuite: Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. With a unified platform for accounting, financial management, inventory, and HR, NetSuite provides real-time insights and forecasting to help you make quick, informed decisions. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) Teaser (06:04) Introduction and Background (09:32) AI Timeline Perspectives (12:26) OpenAI Board Experience (17:04) OpenAI Culture Discussion (Part 1) (19:20) Sponsors: Oracle Cloud Infrastructure (OCI) | Shopify (20:33) Sponsors: Oracle Cloud Infrastructure (OCI) | Shopify (22:30) OpenAI Culture Discussion (Part 2) (24:03) OpenAI's Contradictory Messaging (26:15) Whistleblowing in AI (31:30) AI Transparency Requirements (Part 1) (36:30) Sponsors: NetSuite (37:58) AI Transparency Requirements (Part 2) (38:38) Adaptation Buffers Concept (44:06) Technical vs. Societal Solutions (52:13) AI Regulation Approaches (57:20) Iterative Deployment Challenges (01:05:50) US-China AI Competition (01:14:54) Military Decision Support Systems (01:20:57) Future AI Military Equilibrium (01:27:39) Outro
Alex Coffey joins Morning Movers to discuss the latest developments in the ongoing U.S. and China trade standoff weighing on the overall markets. Nvidia (NVDA) fades on news that it will record a $5.5B charge for chip exports to China. The semiconductor giant is weight on tech shares ahead of Wednesday's open.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Die Europäische Zentralbank steht vor einer weiteren Zinssenkung – der siebten innerhalb eines Jahres. Auslöser sind die schwächelnde Konjunktur, sinkende Inflationsaussichten und der eskalierende Handelskonflikt zwischen den USA und China. Beobachter erwarten klare Signale für den künftigen geldpolitischen Kurs.
This week: Ellen McCormack, head of Europe at Watershed, talks with Ian Welsh about how major companies are integrating sustainability into finance and operations. They discuss the shifting narrative from climate goals to ROI, challenges in renewable energy infrastructure, and trends in carbon removal and investor demand. Plus: vegetable oil prices surge amid instability; rare earths weaponised in US-China trade war; global shipping strikes weak emissions deal; and, leaked PR campaign sparked diet backlash, in the news digest, by Ellen Atiyah. Host: Ian Welsh
Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of the century? “Tony Stark” is the author of Breaking Beijing, a Substack examining the military dimensions of US-China competition. Tony's Substack goes deep on subjects you didn't know you needed to understand, like Arctic policy, and takes a refreshing step back to look at great power competition holistically. Tony is also the author of Ex Supra, a sci-fi thriller about a near-future US-China war. Today, we discuss… What it will take to win the 21st century, and what America needs to prioritize in the short, medium, and long term, Why investing in education, basic science research, and foreign aid pay dividends in military readiness, Why Washington is short on coherent China strategy, Taiwan's impact on global nonproliferation efforts, How AI could change warfare, even if AGI can't be considered a “wonder weapon.” Outro music: Cmon - Fred Again (YouTube link) Learn more about your ad choices. Visit megaphone.fm/adchoices
As China's military capabilities expand, US-China frictions intensify, and regional tensions increase, concern is on the rise that a potential crisis, either accidental or deliberate, could take place that could spiral out of control. If a crisis arises with China, leaders may want to de-escalate and prevent a wider conflict. To do so, they will need to understand how China thinks about crisis management and escalation.The guest for this episode has dug into the writings of PLA strategists and authoritative PRC sources as well as Western scholarship to assess how China views military escalation and how the US and other countries can accurately predict and interpret PRC signal in crisis scenarios.Lyle Morris is a Senior Fellow on Foreign Policy and National Security at the Center for China Analysis at the Asia Society Policy Institute. His recently published paper is titled “China's Views on Escalation and Crisis Management and Implications for the United States.” Timestamps[00:00] Start[01:37] Methodology and Authoritative Chinese Sources[04:17] PLA Theories and Concepts of Managing Escalation[06:00] Controlling All Facets of Military Escalation[10:28] Doctrine of Seizing the Initiative[15:21] First Use of Force and a Reluctance to Use Force[19:37] American and Chinese Considerations of Misperception[25:46] Utility of US-China Tabletop Exercises[28:33] Predicting a Taiwan Contingency
Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of the century? “Tony Stark” is the author of Breaking Beijing, a Substack examining the military dimensions of US-China competition. Tony's Substack goes deep on subjects you didn't know you needed to understand, like Arctic policy, and takes a refreshing step back to look at great power competition holistically. Tony is also the author of Ex Supra, a sci-fi thriller about a near-future US-China war. Today, we discuss… What it will take to win the 21st century, and what America needs to prioritize in the short, medium, and long term, Why investing in education, basic science research, and foreign aid pay dividends in military readiness, Why Washington is short on coherent China strategy, Taiwan's impact on global nonproliferation efforts, How AI could change warfare, even if AGI can't be considered a “wonder weapon.” Outro music: Cmon - Fred Again (YouTube link) Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's podcast: 1) China orders a halt to Boeing jet deliveries in another salvo of the US-China trade war. China ordered its airlines to stop taking deliveries of Boeing jets and to halt purchases of aircraft-related equipment and parts from US companies. The standoff is a setback for Boeing, which relies heavily on the Chinese market, and could impact the company's sales and supply chains.2) US Treasury Secretary Scott Bessent downplays the recent bond market selloff in an exclusive discussion with Bloomberg. He says the Treasury has a lot of tools it could use should it need to step in, but says there's no signs it needs to right now.3) Harvard fights back against President Trump's $9 billion funding fight. University President Alan Garber rejected the Trump administration's demands to combat antisemitism, citing threats to academic freedom and interference in higher education. In response, a government task force plans to freeze $2.2 billion of multiyear grants to Harvard, which could impact the university's research, medicine, and public health programs.See omnystudio.com/listener for privacy information.
Today on the show, Fareed is joined by MAGA intellectual and founder of American Compass Oren Cass and former US Treasury Secretary Larry Summers for a debate on the merits of President Trump's tariff policy. Then, the Wall Street Journal's Chief China Correspondent Lingling Wei joins to discuss the escalating US-China trade war and how Beijing is responding to Trump's tariffs. Finally, following the first round of talks this week, Johns Hopkins professor Vali Nasr speaks with Fareed about the Trump administration's efforts to strike a new nuclear deal with Iran. GUESTS: Oren Cass (@oren_cass), Larry Summers (@LHSummers), Lingling Wei (@Lingling_Wei), Vali Nasr (@vali_nasr) Learn more about your ad choices. Visit podcastchoices.com/adchoices
US futures are indicating a firmer open. European equity markets are trading higher, Asian markets ended the session with broad gains. Markets responded positively to the weekend announcement that US electronics will receive a temporary exemption from both the 10% baseline tariff and the 125% China-specific rate. The decision was seen as a modest de-escalatory move in the US-China trade standoff. However, uncertainty remains as Trump warned electronics tariffs are still under review, with potential semiconductor duties expected within 1-to-2 months. Companies mentioned: Apple, CK Hutchison, BlackRock, Crocs
This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!
"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption. Apple's Challenges with Tariffs: Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties. A Market in Turmoil: The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment. The Tariff Tango: Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships. Big Tech's Balancing Act: Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
The shelves might look full today—but what happens when the US-China trade war kicks in and they don't? What happens when that tool, med, or food item you count on suddenly spikes in price—or disappears entirely? That's not a preparedness doomsday fantasy. It's the growing possibility of the U.S.–China trade war. With tariffs now heading… The post US-China Trade War: 10 Smart Steps to Prepare appeared first on Mind4Survival.
In this crossover episode from the China Talk podcast, Nathan Labenz shares a thought-provoking conversation between Jordan Schneider, Ilari Michaela, and Professor David C. Kang that challenges conventional Western perspectives on East Asian international relations. Professor Kang argues that studying East Asian history on its own terms reveals a remarkably stable geopolitical system spanning nearly a millennium, where China maintained regional dominance without conquest through compatible cultures and mutual understanding. This alternative framework offers valuable insights that question the seemingly inevitable US-China competition narrative dominating AI discourse, suggesting that internal challenges may be more significant than external threats for both China and the United States. SPONSORS: Oracle Cloud Infrastructure (OCI): Oracle Cloud Infrastructure offers next-generation cloud solutions that cut costs and boost performance. With OCI, you can run AI projects and applications faster and more securely for less. New U.S. customers can save 50% on compute, 70% on storage, and 80% on networking by switching to OCI before May 31, 2024. See if you qualify at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive NetSuite: Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. With a unified platform for accounting, financial management, inventory, and HR, NetSuite provides real-time insights and forecasting to help you make quick, informed decisions. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) About the Episode (03:30) Introduction to East Asian Relations (04:41) Internal vs External Challenges (07:05) Song Dynasty's Fall (13:35) Western vs Eastern Frontiers (19:06) Shared Cultural Understanding (Part 1) (20:30) Sponsors: Oracle Cloud Infrastructure (OCI) | Shopify (23:45) Shared Cultural Understanding (Part 2) (25:57) Vietnam-China Relations (30:08) Korea's Diplomatic Strategy (Part 1) (32:19) Sponsors: NetSuite (33:52) Korea's Diplomatic Strategy (Part 2) (35:17) The Imjin War (43:36) Thucydides Trap Question (49:19) Power Transition Theory Debate (53:49) Expansion and Frontiers (01:02:00) Modern Implications (01:06:00) PRC and Imperial Legacy (01:13:16) Taiwan and Modern Challenges (01:25:42) US Role in East Asia (01:29:35) Concluding Thoughts (01:37:17) Outro
Even as markets pick up, the U-S China trade war deepens, and confidence in the economy takes its worst hit since Covid. New York Democratic congressman Ritchie Torres, who sits on the House Financial Services Committee, joins AC360°. Plus, first the Pentagon erased black heroes from its websites, now the Naval Academy is banning hundreds of books. Maya Angelou's autobiography is out, but a book by Hitler is still available. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Rich Zeoli Show- Hour 1: 3:05pm- U.S.-China Trade Feud Escalates: Earlier this week, President Donald Trump increased reciprocal tariffs on Chinese imports to 145%—citing the country's adoption of unfair trade practices and its role in fentanyl distribution. In response, China announced that it will be placing a 125% on American imports. Trump Administration Trade Representative Jamieson Greer called the decision “not terribly surprising but certainly unfortunate.” Rich emphasizes that President Trump “needs to announce deals” in order to calm markets and allow the administration to focus its efforts on remedying Chinese trade predations. 3:10pm- On Friday, White House Press Secretary Karoline Leavitt said “the phones are ringing off the hook” with U.S. trade partners seeking to discuss retooled agreements. Yesterday, Treasury Secretary Scott Bessent said he had been in contact with as many as 75 nations—and he plans to begin negotiations in the coming days. 3:20pm- While appearing on Fox News, Acting U.S. Attorney for the District of New Jersey Alina Habba revealed that she has directed her office to investigate Governor Phil Murphy (D-NJ) over the state's refusal to assist federal immigration enforcement officials. 3:40pm- On Friday, President Donald Trump expressed interest in making Daylight Saving Time permanent. In a post to Truth Social, he wrote: “The House and Senate should push hard for more Daylight at the end of a day. Very popular and, most importantly, no more changing of the clocks, a big inconvenience and, for our government, A VERY COSTLY EVENT!!!” Rich jokes that Trump will simply send Treasury Secretary Scott Bessent to negotiate with the sun for an additional hour of daylight—after successfully negotiating new trade deals with Vietnam and Japan, of course. Weekday afternoons on Talk Radio 1210 WPHT, Rich Zeoli gives the expert analysis and humorous take that we need in this crazy political climate. Along with Executive Producer Matt DeSantis and Justin Otero, the Zeoli show is the next generation of talk radio and you can be a part of it weekday afternoons 3-7pm.
Chaos or strategy? Trump's tariff rollercoaster sends global markets spinning. PBD and Benny Johnson unpack the economic warfare, China's game, and the deeper battle to restore American leverage in a globalist world.
See the full podcast! https://chinauncensored.tv/programs/podcast-292 Get Your Free Gift: Kerry Gershaneck's Book https://www.usmcu.edu/portals/218/Political%20Warfare_web.pdf China is at war with the US, and the government has no idea how to fight back. Joining us today is Professor Kerry Gershaneck. He's a Visiting Scholar at National Chengchi University in Taiwan. And he's the author of the book “Political Warfare: Strategies for Combating China's Plan to ‘Win Without Fighting'”. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China
After a Thursday sell-off that negated much of Wednesday's historic rally in stocks, David Faber and Jim Cramer discussed what's next for investors after a volatile week for equities and the 10-year Treasury yield topping 4.5-percent. China retaliates against the U.S. by raising tariffs on American goods to 125-percent. The financial sector kicks off earnings season with quarterly results from JPMorgan Chase, Wells Fargo, BlackRock and Morgan Stanley. BlackRock CEO Larry Fink joined the anchors at Post 9 and offered his take on issues including tariffs, inflation and market volatility. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call comments on tariffs and recession risks. Squawk on the Street Disclaimer
Story #1: 'Quick Takes': Anderson Cooper just can't keep up with everyone's pronouns, Congresswoman Jasmine Crockett makes the case for cheap immigrant labor, and America's tariff war against China continues to ramp up! Story #2: Host of ‘The Wade Show With Wade', Wade Stotts blew up a 4 PM episode of 'The Will Cain Show' last week, after delivering a surprising, and incessant takedown on air of Lindy Li. Wade comes to discuss that event, where he was right, and where he may have gone a little over. Plus, he and Will continue the discussion about American identity. Story #3: Former White House Speechwriter, Jonathan Horn joins the program to discuss his new book, 'The Fate of the Generals: MacArthur, Wainwright, and the Epic Battle for the Philippines,' as well as how it relates to our National Security today as tensions rise with China. Tell Will what you thought about this podcast by emailing WillCainShow@fox.com Subscribe to The Will Cain Show on YouTube here: Watch The Will Cain Show! Follow Will on Twitter: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices
If U.S. and China agreed to zero tariffs, who wins and who loses? Patrick Bet-David and economist Richard Werner dive deep into the real impact on jobs, inflation, trade leverage, and whether Trump's bold strategy could reshape global power.
From the BBC World Service: While President Donald Trump's tariffs have been paused for 90 days for most countries, one targeted country didn't escape the list: China. We'll discuss the tools the Chinese government could employ in response, including additional tariffs, export controls, sanctions and a reduction in the purchases of U.S. Treasuries. We'll also hear from an LA-based toy store owner about the stress and confusion that tariffs are causing.
From the BBC World Service: While President Donald Trump's tariffs have been paused for 90 days for most countries, one targeted country didn't escape the list: China. We'll discuss the tools the Chinese government could employ in response, including additional tariffs, export controls, sanctions and a reduction in the purchases of U.S. Treasuries. We'll also hear from an LA-based toy store owner about the stress and confusion that tariffs are causing.