Podcasts about us china

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

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

In this special edition of Bondcast Speakers' Corner, Imogen Bachra is joined by NatWest Group International Advisor Scott Livingstone to examine the geopolitical landscape and what it could mean for rates markets over the months and years ahead.Recorded against the backdrop of renewed strikes in the Middle East, Scott discusses why he still believes the current tensions represent a “bumpy off-ramp” rather than the start of a broader regional war, while highlighting the key political and military developments investors should monitor.The conversation then broadens to explore the US-China relationship, Taiwan, Europe's strategic position, emerging geopolitical winners, and the underappreciated risks that could shape global markets beyond today's headlines.Key takeaways:* A volatile path to de-escalation: neither the US nor Iran has the appetite for full-scale conflict, but investors should expect an extended period of uncertainty rather than a swift resolution.* Political calendars matter: US mid-terms, Israel's elections and domestic political considerations will increasingly shape geopolitical decision-making.* Taiwan remains a long-term risk: While China's military modernisation continues, domestic political events in both China and Taiwan may make 2028 a more consequential year than 2027.* Europe faces strategic choices: As global power becomes increasingly concentrated, Europe must decide what role it wants within a changing international order.* Middle powers could be winners: Countries such as India, Saudi Arabia and Turkey may benefit from pursuing pragmatic, multi-aligned foreign policies amid growing geopolitical fragmentation.* Technology is reshaping geopolitics: Competition over semiconductors, resilient supply chains and increasingly, space infrastructure, is becoming just as strategically important as traditional energy security.This episode was recorded on 10 July 2026.The views expressed in this episode are not necessarily those of NatWest Group.For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

➡️ Watch the full interview ad-free, join a community of geopolitics enthusiasts and gain access to exclusive content on PATREON: https://www.patreon.com/DecodingGeopolitics➡️ Buy your own Geopolitics of the Western Pacific Map Print: https://decoding-geopolitics-shop.fourthwall.com/➡️ Sign up to my free geopolitics newsletter: https://decodinggeopolitics.substack.com/This is a conversation with Eric Heginbotham, a principal research scientist at MIT's Security Studies Program, about a scenario that's often sold as China's safer, lower-risk alternative to an invasion of Taiwan - and one that's also increasingly likely to happen. Eric and his colleagues ran a major war-gaming study on exactly this - what would a blockade actually look like and whether it would be successful.We get into why the war games suggest that an easy win is a dangerous illusion: how a blockade would be more likely to spiral into a full US-China war rather than remain controlled, why China may not actually be able to coerce Taiwan to a surrender, and what everyone misunderstands about what would it actually look like.

Recorded at the Paris School of Economics-CEPR Policy Forum 2026. Europe is under attack from the US, and under a different kind of attack from China.That is Olivier Blanchard's diagnosis. Blanchard (MIT, Paris School of Economics, Peterson Institute) is one of four economists leading Europe 2050, a new CEPR initiative asking where Europe wants to be in 25 years, and how it gets there. Blanchard's overriding principle: a vision without plumbing goes nowhere, and plumbing without vision is just reacting to the next tweet.Who can combine the vision and the plumbing, and produce ideas that we haven't seen before? Europe might be short of solutions to its current malaise, but it is not short of people with ideas: the project sent out 50 invitations for policy papers. Blanchard expected 30 replies. He got 48.The research behind this episode:Blanchard, Olivier, Pascal Lamy, Enrico Letta, and Beatrice Weder di Mauro. 2026. "Europe 2050: Geometries of Peace, Power, and Prosperity." VoxEU column, CEPR, 16 March 2026.The CEPR Europe 2050 initiative launched by Blanchard, Lamy, Letta and Weder di Mauro is generating a rolling series of commissioned policy papers and shorter open call submissions. The full set of contributions can be found at cepr.org/europe-2050-geometries-peace-power-and-prosperity.To cite this episode:Phillips, Tim, and Olivier Blanchard. 2026. "Europe in 2050." VoxTalks Economics (podcast). About the guestOlivier Blanchard is the Robert M. Solow Professor of Economics emeritus at MIT, Professor of Economics at the Paris School of Economics, and Senior Fellow at the Peterson Institute for International Economics. He is a CEPR Distinguished Fellow. Blanchard's research spans macroeconomics, monetary and fiscal policy, and the economics of European integration; he was chief economist and director of research at the IMF from 2008 to 2015. Research cited in this episodeEurope 2050: Geometries of Peace, Power, and Prosperity is the CEPR initiative behind this episode, launched by Blanchard, Lamy, Letta and Weder di Mauro. It commissions longer policy papers and runs an open call for shorter pieces, five to fifteen pages, on what Europe should aspire to become by 2050. Blanchard describes it as a box of tools rather than a single blueprint, deliberately open to contributors who disagree on fundamentals, including whether Europe should become a federation.The Draghi report refers to Mario Draghi's 2024 report for the European Commission, The Future of European Competitiveness. It diagnosed Europe's weak productivity growth, fragmented capital markets and insufficient scale financing for innovative firms. Blanchard contrasts it with Europe 2050, which he says is not trying to produce a similarly prescriptive plan.The Letta report refers to Enrico Letta's 2024 report Much More Than a Market, commissioned by the European Council, which set out proposals for deepening the EU single market. Letta is one of the four leaders of Europe 2050."Getting to Denmark" is a concept popularised by the political scientist Francis Fukuyama in his 2011 book The Origins of Political Order, describing the temptation to picture a distant, well governed destination without a plan for the institutional steps needed to reach it. Is this a risk for Europe 2050?Schengen is raised by Blanchard as a working example of a "coalition of the willing": a group of countries, not all of them EU members, that agreed to abolish border controls between themselves without waiting for unanimous agreement across the whole Union. He points to it as a template for how Europe might make progress on other issues where full consensus is unlikely.More VoxTalks Economics episodesThis episode was recorded at the Paris School of Economics-CEPR Policy Forum 2026, alongside a series of conversations with forum speakers.Europe in the Middle, the previous episode, features Pol Antràs and Beata Javorcik on how the US-China trade war is reshaping trade flows into Europe, and who wins and loses from it.Related reading on VoxEUEurope's challenge and opportunity: Building coalitions of the willing, a VoxEU column by Blanchard and Jean Pisani-Ferry, sets out the coalition of the willing idea in more detail, working through how it might apply to climate, trade and tax policy.Capitalising on Europe's strengths, a VoxEU column by Debora Revoltella and colleagues at the European Investment Bank, looks at what Europe already does well and how policy can build on it rather than only cataloguing weaknesses.Addressing European competitiveness: Investment, integration, and simplification, another VoxEU column from the European Investment Bank, sets out the scale of Europe's investment gap and where past bursts of EU investment have come from.EU capital markets reform should focus on innovation investment, a VoxEU column, argues that capital markets union, a project Blanchard mentions in the episode, should be judged by whether it gets money to innovative firms, not just by market integration for its own sake.

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.

In this episode of The Sound of Economics, Yuyun Zhan and Alicia García-Herrero are joined by Bertin Martens and Paul Triolo to take stock of the global artificial intelligence race, from energy and chips to models and applications. They discuss China's progress in catching up to the US, what the recent turmoil around Anthropic's most advanced models reveals about the politics of releasing frontier AI and why Europe, dependent on the US for both chips and models, is left exposed on all sides. They explore whether an "Airbus for AI", an initiative for pooling compute, capital and expertise across member states, could close the gap, and what it would take for Brussels' new cloud and AI industrial proposals to matter at scale.Relevant research: García-Herrero, A. and B. Martens (2026) 'Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone', Analysis 18/2026, Bruegel García-Herrero, A. and B. Martens (2026) 'Europe needs a strategy to close the artificial intelligence compute gap', Analysis 13/2026, Bruegel This episode is part of the ZhōngHuá Mundus series of The Sound of Economics. ZhōngHuá Mundus is a newsletter by Bruegel, bringing you monthly analysis of China in the world, as seen from Europe. Sign up now to receive it in your mailbox!

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

Listen to the SF Daily podcast for today, July 6, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Soybeans are seeing positive territory due to potential US-China trade talks, with US commodities undervalued. Weather impacts on corn and soybeans are significant, with some regions experiencing heat and drought, while others face flooding. The July WASDA reports are expected to cause market volatility. Agriculture.com reports that June's crop conditions were variable, with hot and dry conditions initially followed by cooler, drier weather. Live cattle futures and feeder cattle futures declined, and wholesale beef prices also dropped. Listeners are encouraged to read more at agriculture.com and subscribe to the podcast. Learn more about your ad choices. Visit podcastchoices.com/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.

In this week's episode of China Insider, Miles Yu covers President Xi Jinping's latest round of purges among high-level party officials, including key members of China's Politburo. Next, Miles looks into the recent incident in Beijing involving a small aircraft collision with the CITIC Tower skyscraper and details the CCP's concerted effort to censor the incident across domestic social media and news outlets. Finally, Miles follows up on the topic of academic freedom and CCP influence in US academia, and reviews the larger implications of continued academic exchange between the US and China. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future. 

As the Middle East wakes up to an unnerving new normal following the signing of the M.O.U., Aimen and Thomas turn their attention to something truly cutting edge: the AI Arms Race that is rapidly transforming the Gulf into the front lines of a truly global U.S.-China confrontation. Aimen and Thomas discuss: Iran's drone attacks on Gulf data centres. AI in missile defence and military targeting. The physical infrastructure behind cloud computing. Cheap Gulf energy and rapid data-centre construction. The UAE–Saudi competition for AI leadership. Sheikh Tahnoon, G42 and MGX. Saudi Arabia's HUMAIN strategy. The US–China global AI rivalry. Israel's cybersecurity and military-AI role. Whether AI-generated art can be genuinely creative. Join the Conflicted Community here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://conflicted.supportingcast.fm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MHconflicted⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ And Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/MHconflicted⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ And Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/conflictedpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conflicted is a Message Heard production. Executive Producers: Jake Warren & Max Warren. Produced and edited by Thomas Small. Learn more about your ad choices. Visit podcastchoices.com/adchoices

00:00 Intro01:22 U.S., China Court Brazil Over Rare Earths03:34 Rubio Meets Gulf Allies to Discuss Iran Deal04:39 Trump Launches Next-Gen Quantum Computing Push06:25 Quantum Computing Could Reshape the Future06:55 Dutch Enter U.S.-Led "Pax Silica" AI Alliance07:52 Blackstone to Invest $30B in Japan AI Data Centers08:21 AI Threat to Cyber Defenses Could Come in Months09:35 Dems Receive $1M in Donations From Firms Linked to China10:36 S. Korea KOSPI Drops Nearly 10 Percent, U.S. Chips Fall11:55 One in Ten Chinese Adults Face Debt Problems12:50 Foreign Investment Into China Falls 8.6 Percent Jan.–May14:06 Taiwan's Vice President Not Afraid to Take on Beijing15:58 Netanyahu: Israel Will Stay in Lebanon as Long as Needed17:20 Hezbollah Weakens as Iran Funding Drops19:26 U.S. Urges Iran to Curb Proxy Violence

Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium. Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit. John Loos independent Economist on the SARB Composite Leading Business Cycle Indicator falling in April.

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

Robert Wright of Nonzero joins Nathan to discuss The God Test, his argument that AI is humanity's “God test” rather than just a technical challenge. They explore his evolutionary lens on deep learning, from training as selection to marketplace selection among models that may reward selectively honest, power-sensing, or deceptive agents. Wright connects those risks to the noosphere, US-China relations, cognitive empathy, and whether global coordination arrives deliberately or through a coercive singleton. The stakes are whether consumers, companies, and governments select for AIs that strengthen non-zero-sum cooperation or race toward systems that reflect and amplify our worst incentives. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/the-god-we-deserve-nonzero-s-robert-wright-on-ai-as-humanity-s-ultimate-test/ Mercury: Command is Mercury's new conversational interface, giving you natural-language access to your finances and helping you take actions within your existing permissions and approval policies. Visit https://mercury.com to learn more and apply online in minutes. Sponsor: Claude: Claude by Anthropic is an AI collaborator that understands your workflow and helps you tackle research, writing, coding, and organization with deep context. Get started with Claude and explore Claude Pro at https://claude.ai/tcr CHAPTERS: (00:00) About the Episode (04:23) Special Sponsor (06:10) Early AI encounters (18:36) Pretraining as evolution (Part 1) (19:50) Sponsor: Claude (21:42) Pretraining as evolution (Part 2) (32:19) Deceptive market pressures (41:13) Noosphere and directionality (51:02) Global brain choices (01:08:23) Designing wiser models (01:24:11) Reframing China relations (01:37:57) Building organic transparency (01:45:54) Positive nationalism and tools (01:54:21) Pausing superintelligence races (02:09:07) Applications and consciousness (02:25:27) Episode Outro (02:28:27) Outro PRODUCED BY: https://aipodcast.ing SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

Contrariamente a quanto pensiamo, i cinesi si mobilitano e protestano e lo fanno in tanti modi. Dalle piazze alle fabbriche, passando per l'on line, la dialettica tra popolazione e Partito è molto più accesa di quanto si pensi. Fonti: DeepSeek, TikTok, Temu: How China is taking the lead in tech - BBC World Service - BBC Wolrd Service - 7 FEBBRAIO 2025 China Protests Flare Up Ahead of Regime Anniversary; China's Economy Staggering: Expert - China in Focus NTD - 2 OTTOBRE 2025 Voicing dissent in China is risky but it's rising dramatically - Sky News - 12 GENNAIO 2026 Rare glimpse of Chinese citizens fighting back against the regime - Sky News Australia - 13 GENNAIO 2026 US-China trade war explained - TRT World - 6 maggio 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

Ely Ratner, former Assistant Secretary of Defense for Indo-Pacific Security Affairs and now a principal at the Marathon Initiative, joins Jordan, Bryan Clark, and Justin to make sense of the Iran ceasefire and where US-China competition goes next. We discuss: Why the MOU reads as a loss: the blockade comes down first, Iran keeps its missiles and its "nuclear dust," and a younger, harder regime learns it can take American firepower and wield an oil weapon The "bullshit détente" with Beijing and whether reindustrialization can carry a China-competition message without sounding hawkish Output metrics over input metrics, the seven-year force-posture problem, and what Ratner wishes he'd moved into the "break glass" category at the Pentagon RoboCom: the pros and cons of standing up a new combatant command Plus Crassus at Parthia, and why chasing parades is a bad idea unless you're the ny knicks suno song: https://suno.com/s/scu8twGj01AIOYSL Learn more about your ad choices. Visit megaphone.fm/adchoices

Washington is engaging plenty with its Indo-Pacific allies these days … just not always on the things they want, and too often on things they don't. So how do savvy allies steer that relationship when the world's most powerful partner feels less predictable than ever?To find out, Ray Powell and Jim Carouso sit down with Marise Payne, Australia's former Defence Minister and Foreign Minister. Marise helped launch AUKUS and grow the Quad, and navigated the first Trump administration from both chairs. Now a distinguished visiting fellow at Stanford's Hoover Institution, Payne brings rare insider perspective on how middle powers keep America engaged and what they must build for themselves when it drifts.In a wide-ranging conversation, Payne unpacks:Why "fewer Shangri-Las, more submarines" sets up a false choice, and why showing up still mattersThe AUKUS reality check: what the shift from the "optimal pathway" means, and the social license challenge facing CanberraWhether Pillar One is now on a "suboptimal pathway," and the case for driving Pillar Two harderHow the Quad found its feet again after COVID, and why the New Delhi foreign ministers' meeting mattersReassuring a skeptical ASEAN on nuclear submarines, and the relationship-first diplomacy that made it workChina's "do as I say, not as I do" stance on Japan's remilitarizationThe contrast between leading Defence and Foreign Affairs: "straight lines" versus "grasping at wisps of smoke"It's a practitioner's masterclass in alliance management for an era of strategic uncertainty. Essential listening for anyone tracking US-China competition, AUKUS, national defense, diplomacy and the future of the Indo-Pacific.Follow Marise Payne on Facebook Follow us on X, @IndoPacPodcast, LinkedIn, or FacebookFollow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLightFollow Jim Carouso on LinkedInSponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific

Ely Ratner, former Assistant Secretary of Defense for Indo-Pacific Security Affairs and now a principal at the Marathon Initiative, joins Jordan, Bryan Clark, and Justin to make sense of the Iran ceasefire and where US-China competition goes next. We discuss: Why the MOU reads as a loss: the blockade comes down first, Iran keeps its missiles and its "nuclear dust," and a younger, harder regime learns it can take American firepower and wield an oil weapon The "bullshit détente" with Beijing and whether reindustrialization can carry a China-competition message without sounding hawkish Output metrics over input metrics, the seven-year force-posture problem, and what Ratner wishes he'd moved into the "break glass" category at the Pentagon RoboCom: the pros and cons of standing up a new combatant command Plus Crassus at Parthia, and why chasing parades is a bad idea unless you're the ny knicks suno song: https://suno.com/s/scu8twGj01AIOYSL Learn more about your ad choices. Visit megaphone.fm/adchoices

Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial traffic through the Strait of Hormuz. But deep uncertainty remains over how energy will actually flow through the waterway—and over the ultimate fate of Iran's nuclear program. Add to this, an increasingly tense relationship between the US and Israel, which has said it does not consider itself bound by the MOU. And here in the US, political pressure could quickly shift Washington's calculations if the reopening of the Strait yields minimal strategic concessions on Iran's ballistic missiles, nuclear enrichment, and regional proxy networks. So what happens next? How will global energy markets and regional security adjust if this temporary truce collapses? Who ultimately holds the leverage in this next phase of the crisis? To address those and other questions about the ceasefire and the intersection of national and energy security, two people who recently sat at the very center of US foreign policy — Jake Sullivan and Jon Finer — joined Jason Bordoff for a special episode of Columbia Energy Exchange. Jake served as National Security Advisor during the Biden Administration, where he was the chief architect of the 2022 National Security Strategy, coordinated the global response to Russia's invasion of Ukraine, and designed the "small yard, high fence" framework for US-China technology competition. Last year he joined the Harvard Kennedy School as the Kissinger professor of the practice of statecraft and world order. Jon served alongside him as Deputy National Security Advisor, bringing decades of experience in high-stakes diplomacy, crisis management, and international law to the highest levels of government. Jon held a number of roles in the Obama administration, including chief of staff to Secretary of State John Kerry. And he's a former distinguished visiting fellow at CGEP. They are also the hosts of "The Long Game," an essential podcast for anyone trying to make sense of foreign policy and national security in our world today.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

As AI technologies become increasingly sophisticated, the United States and China are vying to win this technology competition. Both countries have different approaches and strengths in their development, deployment, and regulation of AI – the United States is recognized as leading in advanced AI development and China in industrial AI integration. Although perceptions of AI differ between people, companies, and the government in the United States and China, a shared anxiety exists among both populations over the effects this technology will have on their lives.   Yi-Ling Liu joined us on June 10, 2026 to share similarities and differences between the ways people in the United States and China view AI and who the narrative of a U.S.-China AI race neglects.  Further reading: Yi-Ling Liu's recent book The Wall Dancers: Searching For Freedom and Connection on the Chinese Internet traces the evolution of the Chinese internet, following entrepreneurs, activists, and artists as they navigate surveillance and censorship within the Great Firewall. Liu draws on years of firsthand reporting and interviews in China to examine online subcultures, shifting state policies, and tech innovations over the last three decades

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

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)

A brief message from Bob ... Ryan's tech policy bona fides ... Is true "recursive self-improvement" near? ... AI agents as strategic empathy machines ... Is a global AI pause possible? ... Mutually assured destruction vs mutually assured AI malfunction ... The case against global AI governance ... Mythos as seen from China ... Heading to Overtime ...

The market for AI tokens barely exists yet and that's exactly why this moment matters. In this Bitcoin Policy Hour, the team debates whether the AI industry disperses into many players or consolidates into an "AI Google," and what either outcome means for freedom, surveillance, and the dollar. They also tackle the US–China compute race, autonomous weapons, and data centers in space.

From BrahMos exports to semiconductor cooperation, India and countries to its east are recalibrating ties as geopolitical shifts create a need for trusted regional partners.----more----https://theprint.in/diplomacy/india-east-asia-move-beyond-trade-rivalry-towards-strategic-alignment-as-us-china-contest-escalates/2959683/

Ahana Datta Fasel began as an ethical hacker for the British government before becoming cyber chief at the Financial Times, where nation-state actors targeting journalists became a daily reality. Her PhD on the political economy of digital espionage produced Full Stack Spies: Cyber Espionage in the Age of US-China Competition, which argues that cyber operations function as a mirror of the states behind them — their psychology, risk tolerances, and strategic ambitions made visible. She discusses with Chris how China has compensated for limited tradecraft sophistication with persistent scale and a dispersed ecosystem of front companies over three decades; what a leaked Chengdu hacker group chat reveals about the ego rivalries and financial anxieties driving operational decisions; what Operation Triangulation suggests about American reliance on private contractors; and why the defining fault line of this era isn't between peace and war, but between peace and "not war." Subscribe and share to stay ahead in the world of intelligence, global issues, and current affairs. Learn more about Ahana on her website: https://ahanadattafasel.com/ Order Full Stack Spies: https://www.hurstpublishers.com/profile/ahana-datta-fasel/   Support Secrets and Spies Become a “Friend of the Podcast” on Patreon for £3/$4: https://www.patreon.com/SecretsAndSpies Buy merchandise from our shop: https://www.redbubble.com/shop/ap/60934996 Buy us a coffee: https://buymeacoffee.com/secretsandspies Subscribe to our YouTube page: https://www.youtube.com/channel/UCDVB23lrHr3KFeXq4VU36dg For more information about the podcast, check out our website: https://secretsandspiespodcast.com   Connect with us on social media Bluesky: https://bsky.app/profile/secretsandspies.bsky.social Instagram: https://instagram.com/secretsandspies Facebook: https://facebook.com/secretsandspies Spoutible: https://spoutible.com/SecretsAndSpies Follow Chris and Matt on Bluesky: https://bsky.app/profile/chriscarrfilm.bsky.social https://bsky.app/profile/mattfulton.net Secrets and Spies is produced by Films & Podcasts LTD: https://filmsandpodcasts.co.uk/ Music by Andrew R. Bird Secrets and Spies sits at the intersection of intelligence, covert action, real-world espionage, and broader geopolitics in a way that is digestible but serious. Hosted by filmmaker Chris Carr and writer Matt Fulton, each episode examines the very topics that real intelligence officers and analysts consider on a daily basis through the lens of global events and geopolitics, featuring expert insights from former spies, authors, and journalists. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A U.S.-China war over Taiwan would be catastrophic for all sides and the world. Preventing such a war requires understanding how it might unfold—from start to finish—including worst-case scenarios.  How much warning would there be? Where might China strike first? Which countries join the fight? Can Taiwan defend its coasts? Would nuclear threats determine the outcome?  Charles Hooper is a retired U.S. general who served as one of the Pentagon's top China strategists and spent years living in the country. He joined Jon Bateman on The World Unpacked to give a step-by-step scenario for the war that no one wants. Find the episode transcript, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/how-a-us-china-war-would-unfold  Host:  Follow Jon on X: https://x.com/JonKBateman  Guest:  Lieutenant General (Ret.) Charles “Hoop” Hooper: https://x.com/LTG_CHooper  00:00 Introduction  01:42 Understanding China Through Military Engagement  09:54 How a Taiwan Conflict Could Begin  20:27 U.S. and Allied Responses  35:04 Global Economic Impact  39:03 Taiwan's Defense Prospects  47:14 Nuclear Escalation Risks  52:28 Avoiding Conflict and Looking Ahead

I interview Canadian political scientist Daniel A. Bell (University of Hong Kong) about his latest book Why Ancient Chinese Political Thought Matters and how Chinese political theory broadens a West-centric Anglophone canon. Bell explains major pre-unification traditions—Confucianism (graded love, harmony, ritual, soft power, political meritocracy), Legalism (state-strengthening through uniform, ruthless law and fear), Mohism (populist focus on material welfare and opposition to state-funded ritual/music), and Taoism (skepticism of social engineering and preference for limited state action)—and notes their modern revival after 20th-century anti-traditionalism and the Cultural Revolution. We discuss timeless debates on corruption, family law, culture funding, just war, and idealism vs. realism (including Xunzi vs. Legalists), Bell's argument in The China Model for legitimate variation beyond "one person, one vote," sources of legitimacy in China, Xi's role versus structural pressures, and the need for more people-to-people engagement to reduce demonization and improve US–China understanding.(02:43) West Centric Theory(04:29) Writing The Book(05:59) Schools Of Thought(06:49) Confucians Explained(08:35) Legalists And Power(10:07) Mohists And Populism(10:56) Taoism And Withdrawal(11:56) Ancient Debates Today(15:08) Idealism Versus Realism(18:49) Confucianism Endures(23:02) Traditions In The 1900s(29:29) Lessons For Western Leaders(30:18) Ritual Music And Order(31:40) Just War And Intervention(32:55) Harmony Not Conformity(33:56) Confucian Harmony Not Sameness(35:44) Just War and Tyranny(37:04) Questioning One Person One Vote(39:17) Why Meritocracy Fits China(43:03) Cultural Fit and Export Failures(46:42) Western Thinkers in China(48:03) Censorship and Reform Prospects(49:38) Xi Versus Structural Forces(52:54) Legitimacy Performance and Trust(56:03) Taiwan Prosperity and AI Optimism(58:30) More Participation Not Elections(59:46) Meritocracy Weak Spots and DialogueRead Daniel A. Bell's books

Description Host Tara delivers an intense analysis of the geopolitical stakes in the Middle East, arguing that President Trump cannot settle for a deal with Iran. She connects the dots between Iranian assassination plots against US officials, China's $400 billion bankrolling of the Iranian regime, and the implementation of Huawei's digital social control grid. Tara challenges libertarian non-interventionism, outlining how a combined China-Iran axis uses proxy warfare in key trade routes to force the world into Chinese manufacturing, currency, and AI infrastructure. Custom Labels Iran geopolitics, Trump foreign policy, US-China trade war, Strait of Hormuz, global supply chains, national security, Chinese social credit system, Red Sea crisis, independent media

The cost of goods in the United States is rising at its fastest pace in three years, with inflation driven mainly by soaring energy prices since the start of the war in Iran. Economists say the energy shock is feeding through into broader price pressures across the world's largest economy.Meanwhile, Taiwan's TSMC, a key player in the global AI boom and the centre of the US-China tech rivalry, has been speaking exclusively to the BBC about whether it can keep up with surging demand for advanced chips.And with just a day to go, large numbers of World Cup 2026 tickets are appearing on resale platforms. Presenter: Leanna Byrne Producer: David Cann

What a profound honor to have Paul Kennedy on the ChinaTalk podcast. Kennedy is my favorite living historian and the writer who's most shaped my intellectual development. His analysis underpins what you hear on this show every week. The Rise and Fall of the Great Powers is an epochal work that traces global power transitions from 1500 to the present. It's gripping, forest-and-trees scholarship at its finest. Equally impressive in different ways is his book, The Rise of Anglo-German Antagonism, 1860 to 1914. Not only is it god-tier diplomatic history, it also gives you a feel for the era through its explorations of social, economic, domestic, political, and cultural dimensions of Anglo-German relations. There are fascinating US/China analogies that we'll get into at some point in this podcast. His two most recent works directly inform the military coverage on China Talk. Engineers of Victory looks at how people and the systems they worked within solved engineering challenges that turned the tide for entire theaters in World War II. His latest, Victory at Sea: Naval Power and the Transformation of Global Order in World War II, is a sweeping history of a radical transformation in the balance of military power, from the mid-1930s when America was just gaining prominence, to after World War II, when it had no other significant naval competitor. The Parliament of Man: A History of the United Nations first got me interested in international organizations and gave me my senior thesis topic about the creation of the UN. What Kennedy taught me more than anything is this: sweat the details, look at the individual players, and zoom out often enough to understand what truly shapes the long-term fate of nations. Over the course of this episode, we pick up themes from all across his work: Great Power rivalries of the late 19th-early 20th centuries and their echoes today, Why potential antagonisms turn nice and why others turn belligerent, The persistent struggles of liberal internationalists and why they rarely get the outcomes they want, How China today is not Germany of the late 19th and early 20th centuries, The surprising ways geography shapes global power dynamics, How fear spreads among nations and why mutual suspicion is so hard to escape, Why top powers blow it and lose their dominant place in the world, How systems and innovation win wars. And much more, including salutary lessons from the Dutch and Swedes on boring yet prosperous futures, how Churchill's interest in gadgets influenced the course of the Second World War, and why transformative action from the UN remains unlikely in the near future. Note: we recorded this in 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

SCHEDULE JOHN BATCHELOR SHOW, 6-5-2026.1900 ADAMS BOULEVARD LA. Jeff Bliss highlights the stark contrast between Seattle's controlled homelessness and the pervasive crisis in Los Angeles. The discussion transitions to California's jungle primary, where late-arriving ballots in the Los Angelesmayoral race show statistically improbable gains for Karen Bass and Nithya Raman, fueling accusations of election irregularities. Jeff Bliss previews the opening of a massive, multi-story In-N-Out Burger in Las Vegas, predicting it will become a celebrity destination similar to Hollywood's historic clubs or New York's Stork Club. He also reflects on a rare 1955 invitation from Walt Disney, noting its role in establishing Disneyland's enduring cultural legacy. Richard Epstein examines the 14th Amendment's opening clause, distinguishing the robust rights of citizens from the conditional privileges of aliens. He argues that naturalization was historically a federal prerogative, noting that early statutes, influenced by Thomas Jefferson, included explicit racial exclusions for persons of African or Asiandescent. Richard Epstein disputes the "plain meaning" application to the 14th Amendment, arguing that "subject to the jurisdiction" requires natural allegiance rather than mere physical presence. Critiquing the Wong Kim Ark ruling, he suggests that children of legal permanent aliens should inherit their parents' status rather than automatic citizenship. Jim McTague reports on the cautious economic sentiment in Lancaster County, where despite falling gas prices, consumers remain budget-conscious. While tourism remains strong at venues like the Sight and Sound Theatre, local officials recently rejected a proposed data center in Columbia due to technicalities and concerns over its utility. Lorenzo Fiori provides an optimistic update on Italy's economy, noting improved employment rates across various demographics. He highlights a landmark legislative shift toward nuclear energy, with small plants planned by 2034. For travelers, he recommends San Miniato, a strategic, less-crowded Tuscan village famous for its white beans. Bob Zimmerman dismisses NASA's sheltering orders on the ISS as an overreaction to routine Russian repair work on the Zvezda module. He details SpaceX's massive IPO, which aims to raise billions, and observes that private space station firms like Axiom and Vast continue to secure significant capital despite SpaceX's market dominance. Bob Zimmerman surveys global spaceport developments, contrasting Spain's investment in French Guiana with the liquidation of the UK's Sutherland facility due to red tape. He debunks claims that the interstellar comet 3I/Atlas is an alien craft and notes that unpredictable sunspot activity continues to defy scientific models. Andrew Bayliss recounts how Pericles provoked the Peloponnesian War by steering Athens toward confrontation with Sparta. He details the Athenian strategy of retreating behind city walls and relying on naval imports, a move that tragically facilitated a devastating plague, claiming thousands of lives, including Pericleshimself. Andrew Bayliss profiles Lysander, a Spartan general of modest origins who secured crucial Persian funding to challenge Athenian naval supremacy. Lysander achieved victory not through direct combat, but by using deception to capture the Athenian fleet while the crews were uncharacteristically casual and off their ships. Andrew Bayliss explores the aftermath of Sparta's victory, noting that Lysander's immense power and ambition ultimately led to his death during a failed siege. Sparta's dominance eventually collapsed at the Battle of Leuctradue to a dwindling citizen population, reducing the once-mighty superpower to a minor village. Andrew Bayliss critiques the modern application of the "Thucydides Trap" to US-China relations, arguing that the original Peloponnesian War was not inevitable. He suggests the conflict was precipitated by specific provocations and accidental circumstances, drawing parallels to the circumstantial outbreak of the First World War. Henry Sokolski warns of China's fast breeder reactor program, which produces super weapons-grade plutonium capable of fueling efficient nuclear triggers. He also notes South Korea's growing interest in developing independent nuclear capabilities and submarines to counter threats from North Korea and China, despite international non-proliferation standards. Henry Sokolski explains the strategic significance of deploying Dual Capable Aircraft (DCA), such as the F-35, to reinforce NATO's nuclear deterrent in Europe. He observes that while Moscow and Beijing oppose these deployments, the aircraft act as vital "glue" for alliances, ensuring that American nuclear guarantees remain credible. Richard Epstein analyzes the Wong Kim Ark decision, arguing that Justice Horace Gray erroneously applied birthright citizenship to the children of ineligible aliens. He further critiques the expansion of the Equal Protection Clause in the 20th century, claiming it was originally intended for criminal matters rather than civil benefits. Richard Epstein discusses the legal complexities of a proposed executive order to end birthright citizenship for children of illegal aliens. He highlights the rise of "manufactured citizenship" through birth tourism and predicts the Supreme Court may eventually distinguish between transient visitors and those seeking permanent residency.

Andrew Bayliss critiques the modern application of the "Thucydides Trap" to US-China relations, arguing that the original Peloponnesian War was not inevitable. He suggests the conflict was precipitated by specific provocations and accidental circumstances, drawing parallels to the circumstantial outbreak of the First World War.1896 ATHENS DIONYSIUS THEATER

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.

Jun 3, 2026 –Woody Preucil discusses the accelerating race toward Q-Day, when quantum computers are expected to break encryption standards, posing major security and economic risks. He highlights rapid technological advances in China, urgent...

(14) Mary Kissel critiques U.S.-China relations, arguing that Beijing is a totalitarian enemy. She advocates for strategic decoupling and realistic planning, rather than hoping for fair trade or stability from the current Chinese regime.NETHERLANDS

Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger picture for investors.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global Head of Research. Today, we're talking about what investors should take away from the recent U.S.-China summit. It's Thursday, May 28th at 10:30am in New York. It's been two weeks since the much-anticipated U.S.-China summit, where Presidents Trump and Xi met to discuss a wide array of issues in their relationship. Understandably, investors were watching carefully. The relationship between the two countries and its potential impact on global economic conditions has been a driver of markets at key intervals. Brinksmanship around the trade relationship has been particularly noteworthy. In 2025, the level of tariffs substantially influenced macro markets, and export restrictions for semiconductors and rare earths drove volatility in key equity sectors such as tech hardware. Coming into the summit, the two countries had found a tenuous equilibrium, with the policy volatility of last year giving way to an uneasy calm this year. So, did the summit change anything? As best we can tell, not really. Some modest progress was made in lower sensitivity areas, but investors shouldn't confuse that with a durable reset in relations. The summit, in our view, points to a more managed relationship, not a fundamentally stable one. Here's what investors should keep in mind. At the risk of stating the obvious, the concrete public policy choices of each country matter a lot from here. President Trump emphasized renewed investment in the U.S.-China relationship. That's good. Talking beats not talking. But the bigger issue is what happens next. So far, we haven't seen broad language around joint efforts to establish trade and investment cooperation boards translated into workable arrangements; which if they materialized might hint at a more stable relationshipSo, net-net for investors, the summit is best understood as a continuation of the status quo, not a pivot. It may reduce near-term tail risks, which is sufficient to support the many other positive drivers pushing equity markets higher. But it does not eliminate the structural forces behind U.S.-China competition. That means we'll keep tracking this relationship as an economic and markets catalyst and keep you in the loop. Thanks for listening. If you enjoy the show, please take a moment to rate and review us wherever you listen. And share Thoughts on the Market with a friend or colleague today.

There was a shifting power dynamic during Donald Trump's recent trip to China. Of course, this administration has been fraught with a foreign policy strategy (or lack thereof) that has only come back to bite the US. What does this meeting with Xi Jinping tell us? And how should the US approach China on the global stage? China expert Jessica Chen Weiss joins David Rothkopf to discuss the state of US-China relations, the future of Taiwan, and why the US might not be viewing China the way that they should. Listen here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jake Werner of the Quincy Institute analyzes the Trump–Xi summit and US–China relations generally. Gareth Gore, author of Opus, talks about Opus Dei, a secretive, cult-like Catholic organization involved in right-wing politics around the world (and very much in the US). Behind the News, hosted by Doug Henwood, covers the worlds of economics and politics and their complex interactions, from the local to the global.

This week: Kevin Warsh took over as Federal Reserve Chair, while Jerome Powell will remain on the board. Felix Salmon, Elizabeth Spiers, and Emily Peck, discuss how the Donald Trump appointee will deal with pressure from the president to lower rates despite rising inflation. Then, they cover Trump's visit to China and what it could mean for the US-China power balance, particularly within the AI arms race. And finally, they get into how the AI boom is making semiconductor chips the “It Girl of the global economy.”In the Slate Plus episode: Are we sick of subscriptions? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.