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    Newt's World
    Episode 1013: Bad Counselors — An All-American Made Film

    Newt's World

    Play Episode Listen Later Jul 23, 2026 30:06 Transcription Available


    For years, Hollywood executive Chris Fenton helped American studios chase the Chinese market — inserting pro-Beijing messaging into films, moving production offshore, and teaching China's own industry how to compete. Now he regrets it. Fenton joins Newt to explain how 60% of American film and TV production has moved overseas, costing Los Angeles alone more than 40,000 jobs, and why the US is the only major film-producing nation without a federal production incentive. His answer: Bad Counselors, a 100% American-made comedy — American cast, crew, and financing — shot in North Carolina, Tennessee, and California, hitting theaters nationwide July 22nd. Fenton also makes the economic case for a national film production incentive backed by a bipartisan congressional coalition, arguing that a simple 10% federal rebate could cut offshore production nearly in half and restore Hollywood's American identity.See omnystudio.com/listener for privacy information.

    The John Batchelor Show
    S8 Ep1156: Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a land

    The John Batchelor Show

    Play Episode Listen Later Jul 23, 2026 9:39


    Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)1945 TOKYO STATION

    The John Batchelor Show
    S8 Ep1157: SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026. 1740 BATAVIA MASSACRE Gordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese domina

    The John Batchelor Show

    Play Episode Listen Later Jul 23, 2026 6:57


    SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026.1740 BATAVIA MASSACREGordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)Peter Earle traces how the word "trillion" entered the economic lexicon in 1981 when the U.S. passed $1 trillion in public debt. Today, the U.S. national debt approaches $40 trillion, with annual interest payments exceeding $1 trillion. Unlike 19th-century millionaires who faced high risks, modern trillion-dollar figures are often a product of government monetary expansion. We have entered "Trillionstan," where massive quantities of money are common, yet their long-term significance is often overlooked by the public. (5)Peter Earle argues that not all trillions are equal; some represent genuine wealth creation, such as SpaceX's $2 trillion valuation based on future technological potential. However, inflation and government borrowing have also inflated nominal values, potentially leading to a fiscal reckoning. If creditors lose faith in U.S. debt, the government may be forced to print more money, further devaluing the currency. Maintaining prosperity requires ensuring that economic forces focus on creating new wealth rather than merely redistributing it. (6)Henry Sokolski warns that the Trump administration's nuclear deal with Saudi Arabia allows the kingdom to enrich uranium, a process that can easily be diverted for bomb-making. Saudi Arabia has rejected the "additional protocol" for rigorous UN inspections, raising concerns about their true intentions. This "black box" arrangement lacks sufficient safeguards to prevent a rapid diversion of nuclear materials. Critics warn that providing enrichment technology to an ally involved in regional warfare is inherently delusional and dangerous. (7)Henry Sokolski continues: the Saudi nuclear deal could trigger a proliferation race, with nations like Egypt, Turkey, and the UAE demanding similar enrichment rights. Furthermore, allies such as South Korea and Poland may reconsider their own nuclear ambitions if they view American security guarantees as insufficient. Proliferation is no longer "old news" but a growing threat as nations seek their own deterrents. The result is a destabilized global order where multiple states hover on the verge of nuclear weapon status. (8)Michael Bernstam explains how Ukrainian drone strikes have destroyed 30% of Russia's refining capacity, causing the "crack spread"—the profit margin for refining oil—to triple worldwide. While Russia exports crude, it now suffers from severe domestic shortages of gasoline and jet fuel. Consequently, Russia is forced to buy back its own refined oil from India at premium prices. Putin has been "hoist on his own petard," creating a global energy weapon that has ultimately turned against the Russian economy. (9)Michael Bernstam reports that Ukrainian drones recently destroyed major distribution hubs for Wildberries, the Russian equivalent of Amazon, causing $2 billion in damage. These strikes have devastated small businesses and middle-class consumers, fueling internal resentment against the Kremlin. Simultaneously, 18 local Russian officials signed a petition calling for Putin's resignation as economic conditions worsen. The loss of consumer infrastructure and rising fuel costs are creating a constituency for ending the war to prevent a total economic collapse. (10)Bob Zimmerman reports that SpaceX is preparing for its 13th Starship flight, a prototype featuring major upgrades for future orbital missions and in-orbit refueling. In India, the startup Skyroot achieved a landmark success with the Vikram-1 rocket, signaling the rise of a private, capitalist space sector. However, the Indian government has counterproductively restricted ISRO employees from leaving for private firms. These contrasting approaches highlight the tension between state-run agencies and the efficiency of private enterprise in the global space race. (11)Bob Zimmerman surveys new discoveries: astronomers have detected a helium atmosphere on a terrestrial exoplanet located 48 light-years away in its star's habitable zone. Closer to home, archival data from Pluto reveals massive landslides, proving the dwarf planet is geologically active rather than dormant. Meanwhile, new images of Valles Marineris on Mars illustrate the canyon's staggering scale, with depths equivalent to the height of Mount McKinley. These discoveries emphasize that planetary bodies across our solar system are dynamic and evolving. (12)Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)Simon Constable observes that new British Prime Minister Andy Burnham faces immediate skepticism, with polls indicating nearly half of voters feel his government lacks direction. Burnham's focus on domestic issues like capping bus prices is criticized as a "tax and spend" policy that might alienate the wealthy. While he has emphasized national security, his early days have been defined by local populist initiatives. Critics worry his leadership style mimics a "Lord Mayor" rather than a strategic global prime minister. (14)Brandy Shufutinsky details how Qatar has provided extensive grants for Arabic language and culture programs in U.S.K-12 schools. These programs often utilize textbooks that omit Israel from maps and glorify extremist ideologies. Qatar Foundation International (QFI) even funds teacher salaries and work visas, raising concerns about who these educators truly report to. This funding creates a "pipeline" from elementary school to higher education, potentially instilling foreign-influenced perspectives in future generations of American citizens. (15)Conrad Black argues that Canada's economic growth has stalled due to high corporate taxes and "climate alarmist" policies under the Trudeau government. He suggests that new leadership under Mark Carney could revitalize the nation by making it more tax-competitive with the U.S. Canada's vast resources and skilled workforce provide the potential for a rapid rebound. For Canada to succeed, it must pivot back to pro-capitalist policies and attract foreign investment to drive future growth. (16)Two spelling corrections applied: Peter Earle (5, 6 — transcribed as "Pete Earl"; the AIER economist) and Brandy Shufutinsky (15 — transcribed as "Shubatinsky"). Both added to the log unless you'd prefer otherwise.

    The John Batchelor Show
    S8 Ep1156: STREAMING MAKING JOHN BATCHELOR SHOW, 7-22-2026. 1900 CALDWELL IDAHO The provided transcript captures a behind-the-scenes and live broadcast dialogue from The John Bachelor Show, where the host and guests analyze global geopolitical instabili

    The John Batchelor Show

    Play Episode Listen Later Jul 23, 2026 60:59


    STREAMING MAKING JOHN BATCHELOR SHOW, 7-22-2026.1900 CALDWELL IDAHOThe provided transcript captures a behind-the-scenes and live broadcast dialogue from The John Bachelor Show, where the host and guests analyze global geopolitical instability and economic shifts. A primary focus is the emergence of the World Artificial Intelligence Cooperation Organization (WAICO), which the participants characterize as a strategic attempt by China to dominate international technological standards despite its own internal economic struggles. The conversation further examines a legislative push by the Democratic Socialists of America to reduce the United States nuclear triad, a move the guests label as dangerous unilateral disarmament. Additionally, the experts discuss the escalating conflict in the Middle East, specifically focusing on Houthi threats to maritime trade and the complex maneuvers of global superpowers in the region. Throughout the recording, the speakers emphasize the deteriorating state of the Chinese economy and the necessity for the United States to maintain its competitive edge in both military and technological sectors. This comprehensive overview illustrates the interconnected nature of modern warfare, emerging AI governance, and international energy markets.

    The John Batchelor Show
    S8 Ep1156: Gordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims

    The John Batchelor Show

    Play Episode Listen Later Jul 23, 2026 8:44


    Gordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)1923 TOKYO EARTHQUAKE

    The John Batchelor Show
    S8 Ep1156: Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan eff

    The John Batchelor Show

    Play Episode Listen Later Jul 23, 2026 9:06


    Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)1943 US AGITPROP

    The Rubin Report
    RFK Jr. Freezes $1 Billion, DOJ Investigates Harvard | 7/22/26 FIRST LOOK

    The Rubin Report

    Play Episode Listen Later Jul 22, 2026 11:02


    Dave Rubin of "The Rubin Report" gives a first look at the stories you need to know to start your day, including Robert F. Kennedy Jr. and the Trump administration freezing more than $1 billion in Medicaid payments to California and Minnesota over suspected healthcare fraud, improper claims, and services allegedly provided to ineligible or deceased recipients; the Department of Justice investigating whether Harvard University accepted billions in foreign funding, including hundreds of millions from China, while discriminating against American students through nationality-based financial aid restrictions; and newly released police bodycam footage showing a transgender University of Central Florida student having a meltdown over alleged misgendering before attacking officers and being arrested; and much more.

    The Best One Yet

    Hasbro stock jumped 10% on new adults-only anti-screen Play-Doh… but the same product failed 6 years ago.The new AI leader is cheap and Chinese… And Moonshot AI kicked off a Digital Trade War.Volleyball is now the #2 sport of American women… but its future depends on Hollywood.Plus, CDs just beat Vinyl Record sales… because plastic be poppin'.$HAS $MAT $METAGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

    Marketplace
    What's driving up the 30-year Treasury yield?

    Marketplace

    Play Episode Listen Later Jul 22, 2026 26:30


    The yield on a 30-year Treasury bond has been hovering above 5% for a couple weeks — the longest stretch since the Great Recession. One reason is Treasury bonds are competing with Big Tech debt. We'll explain, with help from one reporter's shady gym membership deal. Also in this episode: AT&T attributes strong earnings to service bundles, a customs broker updates us on shipping logistics amid tariff changes, and Kai explains why Fed economists want to keep inflation expectations "anchored."Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:30-year Treasury yields stick above 5%China's consumer economy is losing steamAT&T's service bundles make for an earnings boonInside the "tariff whirlpool" with a brokerage managerWhat “anchored inflation expectations” mean for the Fed

    John Solomon Reports
    The Fight for Election Integrity: Brian Steil Discusses Non-Citizen Voting and Legislative Wins

    John Solomon Reports

    Play Episode Listen Later Jul 22, 2026 33:29


    In this episode of John Solomon Reports, host John Solomon delivers a compelling discussion on recent breakthroughs in election integrity, featuring an exclusive interview with Brian Steil, the Republican chairman of the House Administration Committee. Steil shares critical insights into the alarming revelation that China has collected 220 million American voter registration files, a breach that raises significant national security concerns. Solomon probes Stile on when he became aware of this issue, revealing a shocking lack of notification from intelligence agencies.The episode also highlights a pivotal moment in the House of Representatives, where a narrow vote has paved the way for a $95 billion reconciliation bill that includes essential provisions from the Save America Act, such as mandatory voter ID and citizenship checks. Solomon discusses the implications of these developments and how they could lead to a significant legislative victory for election integrity.Listeners will also hear about the fallout from New Jersey Governor Mikie Sherrill's admission of non-citizens on the state's voter rolls, a situation that has sparked a Justice Department investigation. Solomon examines the political ramifications of this revelation and the broader implications for election security across the nation.In the second segment, New York State Assemblyman Mike Lepetri, now running for Congress, shares his perspective on the rise of democratic socialism in New York and the challenges posed by current leadership. Finally, Professor William Jacobson joins the conversation to discuss how young Americans have been influenced to view socialism favorably, despite its true implications for freedom and governance.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Morning Joe
    Scalise warns of 'Bolshevik takeover' for Democrats

    Morning Joe

    Play Episode Listen Later Jul 22, 2026 43:38


    July 22, 2026: 7am — Scalise warns of "Bolshevik takeover" for Democrats  To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Impact Theory with Tom Bilyeu
    AI Warfare and the Rise of Open Source Models in the US-China Tech Battle

    Impact Theory with Tom Bilyeu

    Play Episode Listen Later Jul 22, 2026 100:32


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

    Fitzdog Radio
    Des Bishop: Catholic Guilt, Irish Identity and 31 Years Sober | Greg Fitzsimmons

    Fitzdog Radio

    Play Episode Listen Later Jul 22, 2026 78:37


    Subscribe to Greg Fitzsimmons: https://bit.ly/subGregFitz Comedian Des Bishop joins Greg for a wide-ranging conversation about growing up Irish American, being sent to boarding school in Ireland, Catholic shame, sobriety, and the difference between guilt and shame. Des also talks about learning Mandarin to perform stand-up in China, navigating life between different cultures, and why great comedians never stop hustling for the audience. Plus, Greg remembers writing a romance novel in Ireland, the guys revisit childhood television before remote controls, and Des explains the fine line between being a comedian and being an entertainer. See Des Bishop's special Bridge and Tunnel on YouTube and find tour dates at DesBishop.net. Find Greg's tour dates at FitzDog.com. This show is produced by Gotham Production Studios and part of the Gotham Network. https://www.gothamproductionstudios.com/studios/ Follow Greg Fitzsimmons: Facebook: https://facebook.com/FitzdogRadio Instagram: https://instagram.com/gregfitzsimmons Twitter: https://twitter.com/gregfitzshow Official Website: http://gregfitzsimmons.com Tour Dates: https://bit.ly/GregFitzTour Merch: https://bit.ly/GregFitzMerch “Dear Mrs. Fitzsimmons” Book: https://amzn.to/2Z2bB82 “Life on Stage” Comedy Special: https://bit.ly/GregFitzSpecial Listen to Greg Fitzsimmons: Fitzdog Radio: https://bit.ly/FitzdogRadio Sunday Papers: http://bit.ly/SundayPapersPod Childish: http://childishpod.com Watch more Greg Fitzsimmons: Latest Uploads: https://bit.ly/latestGregFitz Fitzdog Radio: https://bit.ly/radioGregFitz Sunday Papers: https://bit.ly/sundayGregFitz Stand Up Comedy: https://bit.ly/comedyGregFitz Popular Videos: https://bit.ly/popGregFitz About Greg Fitzsimmons: Mixing an incisive wit with scathing sarcasm, Greg Fitzsimmons is an accomplished stand-up, an Emmy Award winning writer, and a host on TV, radio and his own podcasts. Greg is host of the popular “FitzDog Radio” podcast (https://bit.ly/FitzdogRadio), as well as “Sunday Papers” with co-host Mike Gibbons (http://bit.ly/SundayPapersPod) and “Childish” with co-host Alison Rosen (http://childishpod.com). A regular with Conan O'Brien and Jimmy Kimmel, Greg also frequents “The Joe Rogan Experience,” “Lights Out with David Spade,” and has made more than 50 visits to “The Howard Stern Show.” Howard gave Greg his own show on Sirius/XM which lasted more than 10 years. Greg's one-hour standup special, “Life On Stage,” was named a Top 10 Comedy Release by LA Weekly. The special premiered on Comedy Central and is now available on Amazon Prime, as a DVD, or a download (https://bit.ly/GregFitzSpecial). Greg's 2011 book, Dear Mrs. Fitzsimmons (https://amzn.to/2Z2bB82), climbed the best-seller charts and garnered outstanding reviews from NPR and Vanity Fair. Greg appeared in the Netflix series “Santa Clarita Diet,” the Emmy-winning FX series “Louie,” spent five years as a panelist on VH1's “Best Week Ever,” was a reoccurring panelist on “Chelsea Lately,” and starred in two half-hour stand-up specials on Comedy Central. Greg wrote and appeared on the Judd Apatow HBO series “Crashing.” Writing credits include HBO's “Lucky Louie,” “Cedric the Entertainer Presents,” “Politically Incorrect with Bill Maher,” “The Man Show” and many others. On his mantle beside the four Daytime Emmys he won as a writer and producer on “The Ellen DeGeneres Show” sit “The Jury Award for Best Comedian” from The HBO Comedy Arts Festival and a Cable Ace Award for hosting the MTV game show "Idiot Savants." Learn more about your ad choices. Visit megaphone.fm/adchoices

    The John Batchelor Show
    S8 Ep1155: SCHEDUKE JBS 7-21-26

    The John Batchelor Show

    Play Episode Listen Later Jul 22, 2026 9:12


    SCHEDUKE JBS 7-21-26Elizabeth Peek joins John Batchelor to discuss how rising gasoline prices act as a talisman for consumer sentiment and presidential approval. Despite low unemployment and rising real wages, the public remains fixated on energy costs. Peek criticizes Republican messaging and highlights the massive AI-driven investment boom currently occurring. (1)Elizabeth Peek discusses New York mayoral candidate Zohran Mamdani's inability to define the "working class." She argues the Democratic Socialists of America (DSA) primarily represent white, college-educated liberals rather than manual laborers. They also discuss Kevin Warsh as a potential Fed chairman and the independence of interest rate decisions. (2)Peter Berkowitz examines Vice President JD Vance's views on restoring Christianity in America. Berkowitz highlights the ambiguity in Vance's stance regarding government involvement in religion. They contrast Vance's rhetoric with James Madison's historical opposition to state-funded religion, emphasizing the constitutional separation of church and state. (3)Ahmad Sharawi reports on Syria's interception of sophisticated Iranian weapons—including cruise missile components—destined for Hezbollah. The weapons were concealed in Iraqi oil tankers. This move is seen as Al-Shara's attempt to gain international trust and investment by demonstrating a commitment to containing Hezbollah's rearmament. (4)Mary Kissel discusses the ongoing conflict with Iran in the Strait of Hormuz. She argues there is no diplomatic overlap because Iran views nuclear weapons as essential for survival. Kissel notes the lack of a broad international coalition and warns that regional allies might seek accommodation with Tehran. (5)Mary Kissel turns to NATO's lack of unity regarding the Ukraine war. Kissel argues that while Eastern Europeannations feel the threat, Western Europe focuses on domestic politics. She highlights the emergence of a "new alliance" of Russia, Iran, and China, which poses a significant hybrid threat. (6)Joseph Sternberg analyzes China's struggling economy, noting that official growth targets are likely overstated. Facing a real estate crater and demographic decline, China is reverting to an export-heavy model. Unlike Japan's past recovery, China's adversarial stance makes trading partners less willing to absorb its gluts. (7)Joseph Sternberg discusses the transition to Prime Minister Andy Burnham in the UK. Burnham, who took office without an election mandate, faces a heavily taxed economy and bond market skepticism. Sternberg critiques Burnham's big-government agenda and resistance to market reforms, suggesting it may drive away wealth. (8)Gregory Copley evaluates Prime Minister Andy Burnham's new cabinet, specifically John Healey as Chancellor and Wes Streeting as Defense Secretary. While the government aims to boost defense spending and support Ukraine, Copley questions its legitimacy without a fresh mandate and notes a lack of long-term global strategic planning. (9)Gregory Copley covers the alienation of Canada under the Trump administration. Copley explains how Canada is diversifying its defense procurement—buying Swedish aircraft and Australian radar—rather than relying on the US. This shift threatens the NORAD partnership and results in billions of dollars lost for US aerospace industries. (10)Gregory Copley explores the "balance of ignorance," where declining literacy and social media lead to a loss of national identity. He argues that governments make poor strategic decisions because they no longer understand their own history or adversaries, citing the current US conflict with Iran as a primary example. (11)Gregory Copley explains King Charles III's role in forming Andy Burnham's government. The King's "blessing" provides constitutional legitimacy to the transition. Copley notes Burnham is the first practicing Roman Catholic Prime Minister and highlights the King's departure to Glasgow to open the Commonwealth Games. (12)Former Congressman Thaddeus McCotter discusses how rising gas prices and inflation hurt Republicans in swing states. They also examine the Trump administration's use of the Smoot-Hawley Act to threaten tariffs on Canada. McCotter views these as punitive measures that weaken the broader argument for necessary trade protections. (13)Thaddeus McCotter comments on a recent presidential address regarding the 2020 election. He argues that claiming the system is "rigged" is counterproductive for Republican turnout. McCotter suggests that voters care far more about the "price of gas" and groceries than relitigating past elections that the party lost. (14)John Batchelor and Peter Huessy review classic nuclear war films like Godzilla, On the Beach, and Dr. Strangelove. Huessy argues that while these films highlight the horrors of nuclear use, real-world focus has evolved toward deterrence and sophisticated safety systems designed to prevent accidental or unauthorized missile launches. (15)Peter Huessy continues the discussion of nuclear films like Fail Safe and The Day After. Huessy disputes claims that The Day After motivated Ronald Reagan's arms control efforts, noting Reagan was a committed advocate for nuclear reductions long before the movie's massive 1983 television broadcast. (16)Corrections applied silently: Ahmad Sharawi (4) and Thaddeus McCotter (13, 14) per the log.

    The John Batchelor Show
    S8 Ep1152: Mary Kissel. Kissel discusses NATO's internal struggles and the need for American leadership to counter a rising axis of Russia, Iran, and China. She notes that Western European nations often prioritize domestic politics over defense, while Ea

    The John Batchelor Show

    Play Episode Listen Later Jul 22, 2026 6:59


    Mary Kissel. Kissel discusses NATO's internal struggles and the need for American leadership to counter a rising axis of Russia, Iran, and China. She notes that Western European nations often prioritize domestic politics over defense, while Eastern European states face more immediate physical threats from Russian aggression. (6)

    The John Batchelor Show
    S8 Ep1152: Joseph Sternberg. Joseph Sternberg analyzes China's struggling economy, citing a real estate implosion, high youth unemployment, and demographic decline. Unlike Japan's historical democratic transition, Xi Jinping's adversarial posture and r

    The John Batchelor Show

    Play Episode Listen Later Jul 22, 2026 12:06


    Joseph Sternberg. Joseph Sternberg analyzes China's struggling economy, citing a real estate implosion, high youth unemployment, and demographic decline. Unlike Japan's historical democratic transition, Xi Jinping's adversarial posture and reliance on subsidized exports face global resistance, leaving the CCP with few ideological options for a virtuous recovery. (7)1880 NANTUCKET

    Factually! with Adam Conover
    The World According to the Chinese Internet, with Yi-Ling Liu

    Factually! with Adam Conover

    Play Episode Listen Later Jul 22, 2026 68:01


    Seriously, what is life actually like in China? The American discourse on China is so bad, so poisoned, so laden with agendas, it's difficult to understand what life looks like in one of the largest countries on Earth. This week, Adam speaks with Yi-Ling Liu, author of The Wall Dancers: Searching for Freedom and Connection on the Chinese Internet, about what we can learn about life in China from looking at the Chinese internet. Find a copy of her book at factuallypod.com/books--SUPPORT THE SHOW ON PATREON: https://www.patreon.com/adamconoverSEE ADAM ON TOUR: https://www.adamconover.net/tourdates/SUBSCRIBE to and RATE Factually! on:» Apple Podcasts: https://podcasts.apple.com/us/podcast/factually-with-adam-conover/id1463460577» Spotify: https://open.spotify.com/show/0fK8WJw4ffMc2NWydBlDyJAbout Headgum: Headgum is an LA & NY-based podcast network creating premium podcasts with the funniest, most engaging voices in comedy to achieve one goal: Making our audience and ourselves laugh. Listen to our shows at https://www.headgum.com.» SUBSCRIBE to Headgum: https://www.youtube.com/c/HeadGum?sub_confirmation=1» FOLLOW us on Twitter: http://twitter.com/headgum» FOLLOW us on Instagram: https://instagram.com/headgum/» FOLLOW us on TikTok: https://www.tiktok.com/@headgum» Advertise on Factually! via Gumball.fmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Deep State Radio
    We are Swimming in a Sea of Imbecility

    Deep State Radio

    Play Episode Listen Later Jul 22, 2026 43:24


    As we fall, others rise. Global trust in the United States has fallen significantly while China's geopolitical standing is rising. We're not just stuck in a quagmire war with Iran - we're in the middle of a fundamental identity crisis. Are we the superpower we believe we are or is our stupidity in Iran showing us that conflict has evolved past us? Has Pete Hegseth cracked the code with testosterone testing? Max Boot of the Council on Foreign Relations joins Ed Luce and David Rothkopf to discuss America's place in a shifting global landscape. Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

    Daily Signal News
    Victor Davis Hanson: Democrat Socialists Think America Is Somehow Worse Than Mass-Murderer Mao Zedong

    Daily Signal News

    Play Episode Listen Later Jul 22, 2026 11:28


    We're hearing more and more from the Democrat Socialists about America's troubled past. But what exactly are America's sins? Of course, they have no answer except to criticize capitalism, the very system that brought them a $9 million home and a $120,000 Porsche. And if you ask most Americans, they'd tell you the Democrat Socialists have gone too far. Mao Zedong's communist China doesn't really sound like a paradise. Visit http://www.JoinADF.com/HANSON or text HANSON to 83848 and for a limited time your first gift to ADF will be DOUBLED by a special matching grant—while funds last. Learn more about your ad choices. Visit megaphone.fm/adchoices

    MacBreak Weekly (Audio)
    MBW 1034: The Other Side of the Corn - Price Hike for Apple Music

    MacBreak Weekly (Audio)

    Play Episode Listen Later Jul 22, 2026 143:11


    Apple is raising its subscription prices for both Apple Music & select Apple One bundles. The OpenAI & Apple legal battle is escalating. And are Siri's AI features finally coming to China? Apple raises prices for Apple Music and Apple One subscriptions. Is Apple One worth it for you after recent price hikes? iCloud $32.8B CSAM lawsuit dismissed, Apple protected under Section 230 laws. Apple in talks to settle DOJ antitrust lawsuit, per report. Class action accuses Apple of misleading users about Hide My Email's privacy protections. OpenAI and Apple legal battle escalates, poached employees warned about data deletion. Apple Intelligence finally on the road to release in China. PrismML releases Bonsai 27B, claiming first major AI model of its size fit for iPhone. Apple's New Speech API vs Whisper: The First Real Benchmark. Apple testing 'Live Notes' AI system to record Genius Bar sessions. Apple's scrapped Mac Pro plans reportedly included a new Intel model. visionOS 27 Beta: 90-Hertz-Freeze bei 24p-Quellen und neue Controller-Plattform. A.I. 'Vibecoded' apps are flooding Apple's app store. Investigation reveals dozens of disguised gambling apps on the App Store in Brazil. San Francisco demands Apple and Google delete AI 'nudify' apps from App Stores. Picks of the Week Jason's Pick: Breville One-Touch Tea Maker Christina's Pick: Nativ Andy's Picks: David Bowie NASA Bolt Sticker & dbrand MacBook skin Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: ethos.com/macbreak cirasync.com/MacBreak

    Marketplace All-in-One
    What's driving up the 30-year Treasury yield?

    Marketplace All-in-One

    Play Episode Listen Later Jul 22, 2026 26:30


    The yield on a 30-year Treasury bond has been hovering above 5% for a couple weeks — the longest stretch since the Great Recession. One reason is Treasury bonds are competing with Big Tech debt. We'll explain, with help from one reporter's shady gym membership deal. Also in this episode: AT&T attributes strong earnings to service bundles, a customs broker updates us on shipping logistics amid tariff changes, and Kai explains why Fed economists want to keep inflation expectations "anchored."Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:30-year Treasury yields stick above 5%China's consumer economy is losing steamAT&T's service bundles make for an earnings boonInside the "tariff whirlpool" with a brokerage managerWhat “anchored inflation expectations” mean for the Fed

    Wall Street Unplugged - What's Really Moving These Markets
    Are smarter AI models creating a cyber threat?

    Wall Street Unplugged - What's Really Moving These Markets

    Play Episode Listen Later Jul 22, 2026 66:42


    OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX). In this episode: OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? [2:06] SuperMicro's latest numbers prove AI demand is alive and well [16:06] Does open-source AI have a chance vs. closed-source models? [23:01] 2 no-brainer stocks to play the AI power trade [27:07] This sector faces the most AI competition risk [38:59] How to trade China's market manipulation [51:08] Be cautious about SpaceX right now [55:10] A private placement deal coming to Curzio One members! [59:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

    FLF, LLC
    Praying for Dingqing (Tibet) + Iranian Preachers Imprisoned│Prison Pulpit #92 [China Compass]

    FLF, LLC

    Play Episode Listen Later Jul 22, 2026 31:18


    This week’s episode of the Prison Pulpit begins with a look at what has been going on with Iranian Christians for many years, followed by a look at the remaining five Chinese (and Tibetan) places to pray for this week. Finally, I talk about a strategic opportunity to “adopt” a Chinese pastor/missionary. I'm your China travel guide in exile, Missionary Ben. Follow me on Twitter/X (@chinaadventures) where I share a new Chinese city to pray for every single day. Feel free to email anytime: chinacompass @ privacyport.com. Check out PrayGiveGo.us for everything else, incl. Patreon, Substack & books… The Memoirs of William Milne (PrayGiveGo.us) The Autobiography of John G. Paton (JohnGPaton.com) Borden of Yale: The Millionaire Missionary (BordenofYale.com) Unbeaten: My Arrest, Interrogation, and Deportation from China (Unbeaten.vip) Why the Prison Pulpit? The goal is to remind people to pray for persecuted believers as Hebrews 13:3 teaches: “Remember those who are in prison, as bound with them.” We’ve looked at Wang Yi and Early Rain Church’s writings in the aftermath of their arrest and attack in 2018, but I’ve also regularly turned to other persecuted ministers who have gone before, such as Richard Wurmbrand, to give us a voice literally from prison. (Here you’ll find some free PDF books by Richard Wurmbrand: https://richardwurmbrandfoundation.org/) Iran Testimony https://notthebee.com/article/iran-jails-five-christians-for-distributing-bibles-baptizing-new-believers Pray for China Profiles (July 20-26), including TIBET on July 22 https://chinacall.substack.com/p/pray-for-china-july-20-26-2026 China Gathering Strategic project in 2026 to equip China's underground church. Adopt/Sponsor a Chinese Pastor/Evangelist for $1000! How to Give? Contact me or donate at: MCI3.org Follow China Compass Thank you for listening! Subscribe & leave a review on your preferred podcast platform! And don’t forget to visit PrayGiveGo.us for books + Heb. 13:3: Remember those who are in prison, “as bound with them”!

    The Propaganda Report
    Jon Ossoff Ties To China, CIA Vampire Operation, & Combat Con Artists

    The Propaganda Report

    Play Episode Listen Later Jul 22, 2026 74:04


    Jon Ossoff Ties To China, CIA Vampire Operation, & Combat Con Artists Learn more about your ad choices. Visit megaphone.fm/adchoices

    Talking Simpsons Official Free Feed
    Talking Simpsons - Goo Goo Gai Pan

    Talking Simpsons Official Free Feed

    Play Episode Listen Later Jul 22, 2026 125:48


    "Jub-Jub can't take care of me when I'm old and sick. All he can do is eat me when I'm dead" - Selma Bouvier The perpetually unlucky in love Selma suddenly experiences menopause symptoms, making her mothering urge rise to previously unseen levels. Thankfully, she finds China's baby girl surplus will solve all of her problems—as long as she's willing to play Homer's wife. Support this podcast and get over 200 ad-free bonus episodes by visiting Patreon.com/TalkingSimpsons and becoming a patron! And please follow the official Twitter, @TalkSimpsonsPod, not to mention Bluesky and Instagram!

    china blue sky homer goo goo talking simpsons talksimpsonspod
    The David Knight Show
    Wed Episode #2312: Moderna's Horrifying New Cancer Vaccine

    The David Knight Show

    Play Episode Listen Later Jul 22, 2026 121:40 Transcription Available


    ────────────────────────────────────────[00:02:23]Moderna Launching an mRNA Cancer Vaccine — for Patients Who Already Have Metastatic CancerThe shot caused the cancer explosion; now programming immune-compromised patients to produce tumor proteins; control group gets a different mRNA — no placebo.────────────────────────────────────────[00:10:05]Scientists Warn Moderna's mRNA Cancer Vaccine May Itself Cause Tumor GrowthJessica Rose: undisclosed antigens prevent independent safety assessment; Dr. Hoecker: counterintuitive to promote a therapy that causes cancer; FDA will approve it anyway.────────────────────────────────────────[00:34:38]Whistleblower Doctor: Booster Interval Timed to Hit White Blood Cell Production While DownFirst dose cuts production by 50%; second drops it to 25%; booster carries 81 strands of foreign bacteria the weakened immune system cannot fight.────────────────────────────────────────[00:38:48]Acosta Gave Epstein a Sweetheart Deal Because He Was Told Epstein Was Intelligence — Ken Starr Then Became His Defense AttorneyThe same Starr who gave Clinton a pass became Epstein's lawyer; a victim who refused to speak was forced forward when DOJ published her name.────────────────────────────────────────[00:40:32]Trump Sent Ivanka as a Teenager to Brunel — Modeling Agent Later Convicted of Rape and PedophiliaBrunel trafficked women into debt bondage for Epstein; the Uzbek woman now speaking out was one of his victims; Brunel died in prison in 2022.────────────────────────────────────────[01:14:55]China Cut Oil Consumption to Prevent a Global Depression — Trump Appears to Be Trying to Create OneChinese foreign minister: the Strait was open before the war; US-Israel operations created the crisis; China offset 5% of the 20% lost by cutting its consumption.────────────────────────────────────────[01:21:11]After the Iran War, Both Sides Have Revealed Their Limits — Next Conflict Requires a Domestic TriggerUS and Israel cannot change Tehran by force; Iran cannot inflict critical damage; both will prepare for a conflict requiring something to happen on American soil.────────────────────────────────────────[01:25:07]Hegseth Asks Congress for $1.5 Trillion for a War Trump Already Declared WonSenator to Hegseth: unlimited bomb money while cutting food, healthcare, and farm support; Palmer Luckey is building autonomous Terminator drones with Thiel's money.────────────────────────────────────────[01:52:30]The Covenant With Moses Was Conditional — Israel Broke It and God Destroyed the Nation ForeverPalestine today is a devilish counterfeit; the Old Testament testifies of Christ, not an ethnic group or political state — fundamental error of Christian Zionism.────────────────────────────────────────[01:55:08]Trump Contradicts Himself in the Same Sentence — Desperate to Meet Iran, But Not ReadyIran's missiles change speed mid-flight defeating every US defense system; Trump blamed Jordan attack on Jordanians. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

    The Untold Story with Martha MacCallum
    The New Arms Race: Is China Outmaneuvering America on AI?

    The Untold Story with Martha MacCallum

    Play Episode Listen Later Jul 22, 2026 20:37


    Congressman Lance Gooden (R-TX) unpacks the growing national security threats surrounding AI development and China's hidden efforts to stall American progress. He sheds light on China's whole-of-government push to surpass U.S. capabilities, including the release of cheaper AI models like Kimi and reports that foreign groups are funding American nonprofits to stir up opposition against local data centers.  Congressman Gooden also explores how the U.S. can protect its critical infrastructure and maintain its competitive edge without sacrificing domestic innovation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Dana Show with Dana Loesch
    BONUS: Cuba, China, and the Left's Red Agenda

    The Dana Show with Dana Loesch

    Play Episode Listen Later Jul 22, 2026 45:20 Transcription Available


    President Trump honors the four fallen U.S. Service Members who made the ultimate sacrifice in the Middle East at the Dignified Transfer.  Ben Streusand from The Amigos joins us to react to Mamdani's threat to arrest Netanyahu, the Texas Senate race, and more.Thank you for supporting our sponsors that make The Dana Show possible…Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaGet the limited edition Watermelon Flavor and find out how to get a FREE 30-day supply before they sell out.Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Relief Factorhttps://ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $17.76Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for an extra 10% off sitewide.Noble Goldhttps://NobleGoldInvestments.com/DanaIf you want to see how physical gold and silver could fit into your portfolio, download Noble Gold Investments FREE Wealth Protection Kit.Concerned Women For Americahttps://ConcernedWomen.org/DanaTogether, we can defend our girls, equip parents and protect the next generation. Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite

    The Dividend Cafe
    Wednesday - July 22, 2026

    The Dividend Cafe

    Play Episode Listen Later Jul 22, 2026 7:50


    On Wednesday, July 22, Brian Szytel reports a quiet, mostly flat market day: the Dow and S&P 500 were flat, the Nasdaq fell about 0.4%, the 10-year Treasury yield rose roughly three basis points to 4.66%, and WTI oil gained about 2.5% amid continued Middle East turmoil. With no economic news, he discusses a Goldman Sachs white paper on global demographics, noting slowing or negative population growth in the developed world (Japan and China already peaked; Europe close), and that U.S. demographics are relatively better due to immigration, supporting a premium equity multiple alongside higher productivity. He also notes U.S. multinationals' foreign revenue share has declined since the 2010s. Finally, he explains the S&P can be positive while momentum/semiconductor names enter a bear market because money rotated into other sectors, shown by equal-weight S&P strength versus cap-weight weakness. 00:00 Market Wrap Snooze Fest 00:48 Why So Quiet Today 01:14 Goldman Demographics Paper 02:00 GDP Growth Headwinds 03:14 Emerging Markets Reality Check 03:52 US Valuation Premium Case 04:21 Global Revenue And Dollar Talk 04:52 Tech Bear Market Question 05:16 Rotation Explains The S&P 05:53 Closing Thoughts And Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    Top Traders Unplugged
    OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh

    Top Traders Unplugged

    Play Episode Listen Later Jul 22, 2026 46:42 Transcription Available


    Charlie McGarraugh joins Moritz Seibert to discuss how systematic investing is evolving beyond traditional trend following. Drawing on experience from Goldman Sachs, crypto and machine learning, Charlie explains why adaptive portfolios, capital efficiency and smarter position sizing may become the defining advantages for the next generation of macro investors. They explore the rise of managed futures ETFs, China's growing futures markets, the trade off between diversification and simplicity, and why portfolio construction often matters more than finding the next predictive signal. It is a thoughtful conversation about where systematic investing may be heading next.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Twitter.Episode TimeStamps:00:00 - Why position sizing may matter more than return prediction01:03 - Charlie McGarra's journey from Goldman Sachs to Altis Partners09:03 - The history of Altis Partners and its evolution beyond trend following11:19 - Building a multi factor macro strategy around trend16:02 - Why adaptive investing is becoming increasingly important21:49 - The growth of managed futures ETFs and reaching new investors25:27 - Designing ETFs for diversification and capital efficiency30:30 - Why Chinese commodity futures offer unique opportunities40:41 - New ideas around leverage and capital efficiency42:37 - Kelly sizing, drawdowns and maximizing long term returnsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

    UNCOVERED
    MAGA gets UNCOVERED as Trump RUINS His OWN Plan

    UNCOVERED

    Play Episode Listen Later Jul 22, 2026 98:13


    On today's UNCOVERED Ron and Anthony discuss Trump's refusal to hold China to account for their so called election interference, Pete Hegseth testifies before the Senate over military funding, Tom Homan's bluster over ICE murder in Maine, Markwayne Mullin threatens jail time for local officials, Trump wins the World Cup and much much more! Former Federal Prosecutor Ron Filipkowski and British journalist Anthony Davis expose the epidemic of false propaganda pushing Republican politics to the extreme far-right. A new episode every Wednesday. Mars Men: For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at https://Mengotomars.com Smalls: For a limited time, get 60% off your first order, plus free shipping and free treats for life, when you head to https://Smalls.com/UNCOVERED. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meida... Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-p... The Influence Continuum: https://www.meidastouch.com/tag/the-i... The Weekend Show: https://www.meidastouch.com/tag/the-w... The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-ha... 54: https://www.meidastouch.com/tag/major... On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-de... Uncovered: https://www.meidastouch.com/tag/maga-... Learn more about your ad choices. Visit megaphone.fm/adchoices

    The President's Inbox
    Maximum Pressure on Cuba, With Will Freeman

    The President's Inbox

    Play Episode Listen Later Jul 22, 2026 33:05


    This episode unpacks how the Trump administration's maximum pressure campaign is accelerating Cuba's economic collapse and what a firsthand trip to the country reveals about life amidst the crisis.   Host: James M. Lindsay, Mary and David Boies Distinguished Senior Fellow in U.S. Foreign Policy, CFR   Guest: Will Freeman, Fellow for Latin America Studies, CFR   We Discuss: What the Trump administration is ultimately seeking to accomplish with its Cuba policy. How secondary sanctions differ from the existing trade embargo. What life on the ground in Cuba looks like today, with a mass economic crisis including widespread malnutrition and near-total electricity blackouts. Whether ordinary Cubans blame the United States or their own government for the crisis. Whether Cuba's government is attempting to pivot toward a China-style state capitalist system. What Grupo de Administración Empresarial S.A. (GAESA) is, why it controls so much of Cuba's economy, and who actually benefits from it. Whether the Trump administration's pressure is targeting GAESA directly. Why a Venezuela-style external coup or regime collapse is harder to engineer in Cuba.   Mentioned on the Episode:   "Cuba's 176 Market-Liberalization Measures," NBC News, June 20, 2026   "July 11, 2021 Protests in Cuba," WOLA, July 2022   "Miami Herald Investigation: GAESA's Secret Dollar Reserves," Miami Herald, August 6, 2025   For an episode transcript and show notes, visit The President's Inbox at: https://www.cfr.org/podcasts/presidents-inbox/maximum-pressure-on-cuba   Opinions expressed on The President's Inbox are solely those of the host or guests, not of CFR, which takes no institutional positions on matters of policy.

    Throughline
    The Chinafication of Walmart

    Throughline

    Play Episode Listen Later Jul 21, 2026 17:19


    We think of Walmart as ultra-American, but its business relationship with China has fundamentally changed how American retail operates. In this episode, how one retailer helped turn China into the world's factory, eventually becoming the single largest U.S. importer of Chinese consumer goods. Guest:Eileen Otis, Associate Professor of Sociology at Northeastern University and author of Walmart: Made in China Support shows like Throughline with NPR+. Sign up today at plus.npr.org.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

    Steve Deace Show
    Trump's China Speech Is WORTHLESS Without DOJ Action | 7/21/26

    Steve Deace Show

    Play Episode Listen Later Jul 21, 2026 99:51


    Steve says the newest revelations about American election integrity presented by President Trump last week don't mean anything, unless the Department of Justice steps up. Then, Dr. Ben Whalen of Hillsdale College joins the program to discuss the real "Odyssey" and why Homer is foundational to Western scholastic tradition. In Hour Two, Fake News or Not reacts to a post written by Steve that ruffled feathers over the weekend. Pop Culture Tuesday is Steve's review of Nolan's "The Odyssey." TODAY'S SPONSORS: PREBORN: https://give.preborn.com/preborn/media-partner?sc=IABSD0123RA COVEPURE: https://covepure.com/?ref=151 and get up to $200 off Learn more about your ad choices. Visit megaphone.fm/adchoices

    Breaking Points with Krystal and Saagar
    7/21/26: Trump Threatens Iran Payback, Trump Rages Over Bibi Arrest Push, China Overtakes US On AI, Biological War Plot

    Breaking Points with Krystal and Saagar

    Play Episode Listen Later Jul 21, 2026 73:38 Transcription Available


    Krystal and Saagar discuss Trump threatens payback for Iran killing soldiers, Trump rages over Zohran Bibi arrest talks, China erases US AI lead, secret gov plot for biological war scenario. Annie Jacobsen: ​https://www.penguinrandomhouse.com/books/783250/biological-war-by-annie-jacobsen/​ Adam Smith: ​https://electadamsmith.com/ To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/ See omnystudio.com/listener for privacy information.

    John Solomon Reports
    Congressman Darrell Issa on Election Integrity, China's Influence, and Exposing the Deep State

    John Solomon Reports

    Play Episode Listen Later Jul 21, 2026 39:24


    In this episode of John Solomon Reports, host John Solomon highlights significant strides in election integrity as the Treasury Department successfully halted $100 million in fraudulent payments, signaling a crucial shift in government strategy towards prevention rather than reaction. Solomon compares this evolution to the FBI's post-9/11 transformation, emphasizing a proactive approach to safeguarding taxpayer dollars across various entitlement programs.As the episode unfolds, Solomon discusses a major development in the House of Representatives, where Speaker Mike Johnson is advancing the Save America Act's key provisions—mandatory voter ID and citizenship checks—through a reconciliation budget bill. This could pave the way for a legislative victory for the Republican Party, particularly in light of recent revelations about non-citizens on voter rolls, which have been dismissed by some as conspiracy theories.Joining Solomon are Congressman Darrell Issa of California, who shares insights on the election integrity landscape and the implications of recent China revelations, and Tom Fitton from Judicial Watch, who sheds light on ongoing efforts to address election integrity issues. The episode also features health updates from Pure Health Research, focusing on wellness strategies, including managing swelling and liver health, relevant to listeners of all ages.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Pivot
    China's AI Threat, SpaceX's Plunge, and Trump's Truth Social Grift

    Pivot

    Play Episode Listen Later Jul 21, 2026 77:26


    Kara and Scott unpack the latest Trump grift: Truth Social's paid fast lane for Wall Street. Then, China's new AI model rattles markets, and raises fresh questions about America's lead in the AI race. Plus, SpaceX stock comes down to earth, Netflix earnings spark concerns, and the Tate brothers are arrested.Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Impact Theory with Tom Bilyeu
    Oil Should Be $200 A Barrel Right Now — The Reason It Isn't Is Far Worse Than The War

    Impact Theory with Tom Bilyeu

    Play Episode Listen Later Jul 21, 2026 34:33


    Welcome to Impact Theory with Tom Bilyeu. In today's deep dive, Tom unpacks why economic analysts missed the mark when predicting oil prices amid the ongoing war in Iran. Despite forecasts of oil soaring to $200 a barrel, prices unexpectedly plummeted—even as major shipping routes were disrupted and military tensions escalated. Tom takes us through a detailed timeline of the conflict, examines the surprising role of China's shrinking oil demand, and reveals how outdated economic assumptions failed to account for a global downturn already brewing beneath the headlines. By connecting supply, demand, and the hidden frailties of both the Chinese and U.S. economies, Tom explains why falling demand—not war or supply shocks—now holds the key to understanding the global market's future. Whether you're an investor, entrepreneur, or simply curious about the forces shaping our world, this episode exposes the deeper story behind today's economic anxiety and offers practical strategies for navigating uncertain times.Sign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Check us out wherever you get your podcasts:Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fdApple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder)Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com)Check out our Video game - Project Kyzen: (https://projectkyzen.io/)Catch Me Streaming on Twitch - (https://twitch.tv/tombilyeu)Link to IT discord: https://discord.gg/TZKJ2etPbTTom's Favorite Things List: https://amzn.to/41Ftt7eFor Business inquiries: connect@impacttheory.comFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Twitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuQuince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderATT Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Pique: 20% off at https://piquelife.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheorySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Daily Zeitgeist
    Trending Hard or Hardly Trending? 7/21: Charlie Kirk's Memorial Highway, Trump vs. Canada, China Snake Flood, ‘Avengers: Doomsday'

    The Daily Zeitgeist

    Play Episode Listen Later Jul 21, 2026 31:36 Transcription Available


    In this edition of Trending Hard or Hardly Trending?, Jack and Miles are joined by super producer Anna Hossnieh to discuss the death of Charlie Kirk’s memorial highway, Trump’s Canada wildfire tariffs, China’s snake flood, the trailer for ‘Avengers: Doomsday’ and much more!See omnystudio.com/listener for privacy information.

    Conservative Review with Daniel Horowitz
    China Just Crushed America's AI Strategy ... Without Data Centers | 7/21/26

    Conservative Review with Daniel Horowitz

    Play Episode Listen Later Jul 21, 2026 58:20


     The push for hyperscale AI data centers in every county isn't about innovation — it's about centralized control, land grabs, and the surveillance state. China just beat the U.S. tech giants for a fraction of the cost. I'm joined by computer scientist and AI expert Jim Calhoun to expose the massive grift behind America's generative AI strategy. While U.S. tech giants like OpenAI, Microsoft, and Amazon take on trillions in debt to build massive, power-draining data centers, China just released a decentralized, open-weight AI model (Kimi-3) essentially for free. Calhoun breaks down why decentralized "edge computing" is the real future of AI and why Big Tech's current path is a dangerous misallocation of capital disguised as a "Sputnik moment." Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Prof G Show with Scott Galloway
    China Decode: The World Now Views China More Favorably Than the U.S. (ft. Selina Xu)

    The Prof G Show with Scott Galloway

    Play Episode Listen Later Jul 21, 2026 46:02


    Alice Han and James Kynge start with Trump's claim that China ran an influence operation using voter files from over 220 million Americans, and why Beijing is calling it fabricated. They dig into what the underlying intelligence actually shows, how it lands just two months before Trump's planned visit to China, and what it means that global public opinion is now tilting toward Xi over Trump. Then, Selina Xu, head of China research for former Google CEO Eric Schmidt, joins to talk about her recent trip to China with Schmidt, where the U.S. and China each have the edge in the AI race, how culture and adoption differ between the two countries, and whether Beijing's pushback against emotional dependence on AI is a sign of things to come. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    WSJ What’s News
    Chinese AI Models Are Worrying Washington and Silicon Valley

    WSJ What’s News

    Play Episode Listen Later Jul 21, 2026 10:58


    P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Health Ranger Report
    Bright Videos News, July 21, 2026 - White House to BAN Open Source AI + Andy Schectman on Gold and China

    The Health Ranger Report

    Play Episode Listen Later Jul 21, 2026 130:02


    Stay informed on current events, visit www.NaturalNews.com  - Trump Administration's Potential Ban on China-Based AI Models (0:11) - Anthropic's Use of Pirated Books and Fair Use Ruling (1:09) - Authors' Reactions and Settlement Details (4:38) - Fair Use and Transformative Use in AI Models (9:35) - Challenges and Opportunities in AI Model Development (20:27) - Impact of AI Model Bans on U.S. Corporations (31:46) - Resistance to AI Model Bans and Legal Challenges (34:37) - Global Competition and AI Model Development (37:33) - Potential Solutions and Alternatives to AI Model Bans (41:27) - Final Thoughts and Call to Action (41:48) - Implications of the Genius Act and Tether (59:17) - Triffin's Dilemma and Manufacturing Reshoring (1:22:42) - Impact of AI on the Financial Industry (1:25:32) - Silver Market Dynamics (1:30:11) - Breaking News: AI Cooperation Agreement (1:41:11) - Silver's Industrial Demand and Military Applications (1:46:08) - After-Party Discussion: Financial Strategies and Decentralization (1:57:17) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

    Thoughts on the Market
    The Global Rate Debate

    Thoughts on the Market

    Play Episode Listen Later Jul 21, 2026 12:35


    In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And once again today, I am joined by Morgan Stanley's chief regional economists: Michael Gapen, the Chief U.S. Economist, Jens Eisenschmidt, our Chief Europe Economist, and on the other side of the world, Chetna Ahya, our Chief Asia Economist. Yesterday, we talked about what's supporting growth around the world, especially AI spending in the U.S. and some government spending in Europe, and Asia's role in making all of this happen. Today, we're going to try to dig deeper and go into policy. It's Tuesday, July 21st at 10 am in New York Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: Since the last time we did this in mid-April, I will say the debate around central banks has probably become more complicated. Global growth has held up, probably better than many people expected. And inflation, which picked up a lot, started to recede. But it has not gone away. And some of the forces helping to shape the economy, the AI spending, government spending, that possible upswing in manufacturing, that could keep demand strong, and it might keep pushing inflation higher. So, the question today is, if growth remains resilient, how much room really do central banks have to navigate? Mike, let me start with you because your call for the Fed here in the U.S. is out of consensus, or at least at odds with where the market is pricing things. We talked about the demand going from AI. You pointed out that imports are actually limiting how much domestic demand there is. So, what is the underlying story for inflation in the U.S.? And what does it mean for the Fed? Michael Gapen: So, our view is that inflation will come down in the U.S. So, we think disinflation will be driven by some payback in energy prices. Some payback from tariffs, which have pushed up goods prices over the last year. And some further diminishment in housing-related inflation, namely shelter. So, we think on a broad-based perspective, inflation has already peaked and will start moving lower. And we think we've seen evidence of this in recent inflation prints. A risk to that, though, is from the demand side of the economy and AI-related inflation in two parts. One, higher software prices, chipflation. So, the pass-through of some of the AI pricing components. Fortunately, here, they're about less than 1 percent of the consumer basket. So, we don't think that there's a great risk, a strong risk, a high risk of AI-related inflation in the consumer bundle. I think the real risk is that maybe we underestimate broad-based demand, animal spirits. And so, you might just see a broad-based increase in inflation from stronger demand. That'll be a little bit harder to see in real times. But our expectation is that inflation moves lower to about 3 percent, by the end of this year and closer to 2.5 percent next year. Seth Carpenter: All right. Thanks, Mike. And in fact, the most recent inflation report that we just got confirms your perspective that inflation should be coming down. And so, I guess the question then remains: What would it take for the Fed to hike this year if inflation has come down like we've seen? Michael Gapen: Well, I think that the answer there is that inflation wouldn't come down in line with our expectations. So, if the view is that energy prices, tariffs, and shelter inflation should provide plenty of offset and bring inflation down, I think the answer is you don't get payback. Explicitly, core goods prices stay elevated. Maybe we get ongoing disruptions in the Middle East that push energy prices higher and create second-round effects. So, I think inflation just lingering at elevated levels could mean the Fed gets brought in to raise rates in September or later this year. We think if they're patient enough, they'll see enough disinflation to keep them on the sidelines. But the risk is disinflation forecast is too optimistic, inflation stays firm, the Fed needs to raise rates. Seth Carpenter: All right, Jens, what about for you and the ECB? They've already raised interest rates once this year. I think you've got a forecast for them raising interest rates again in September. What could make you wrong about that forecast? What's going to make you convinced that you're right about that forecast? And is there a similar tension that the ECB is wrestling with that Mike talked about for the Fed? Jens Eisenschmidt: Yeah. I mean, starting with the last part of your question, I think no doubt, very similar tension. Just that, of course, it's less obvious. It's essentially a nuanced European version instead of the loud American version that we always stereotypically think the world looks like. So, essentially, we have here clearly not an AI boom. That, I mean, there's no question. And we have discussed that yesterday. Still, there is certainly the notion that the world demand is not really weak, and some of this will also arrive in Europe. And so, you have that tension between maybe there's more resilience than we had thought, and so inflation will not come down through to slack as much. And so, we might actually add something here in terms of monetary restrictiveness. Now, the other thing that is often forgotten, even though it's blatantly obvious, the starting point is just different. The ECB is running neutral monetary policy by all accounts. I mean, you could say 2 percent is neutral, and now they are 2.25. But, you know, there are ranges of uncertainty around any estimate. And the latest that they published runs – goes from 1.75 to 2;2.5. So basically, even if they were to increase rates to 2.5 in September, you could go with the microphone around the governing council, and you would probably find a lot of people saying, "Well, this is still a neutral policy." That's probably not the case for the U.S. So, I guess this matters here for that debate too. Seth Carpenter: All right. Yesterday we talked about lots of different things, but for Europe, we brought up fiscal policy. How do you think about fiscal policy and how it affects monetary policy? And so, I'm thinking about two channels. One, how much does the ECB care that if they keep pushing up interest rates, they're going to increase the debt service burden for countries that are already facing high debt costs? And second, is fiscal policy going to be the extra impetus for inflation that forces even more rate hikes from the ECB? Jens Eisenschmidt: I guess it depends on who you ask. Certainly, more concerned members in the governing council that would point to exactly that fiscal stimulus as a reason why interest rates have to be increased further from here. The other answer I would give is – probably for now at least, the view on fiscal policy is really model-based. You look at what type of increase in interest rate gets you essentially more fiscal restraint because there's an increase in interest rate bill and so less spending somewhere else. And that gets you basically less stimulus or less growth, I mean, very roughly speaking. I don't think it's a major concern for now. We haven't reached yet interest rates where this would start to play a role. I guess, again, Europe being fragmented as it is, with all the political risk that's around the corner. Think about the elections in France and Italy and Spain next year. That will very likely find itself expressed in spreads. And so, the higher the interest rates are, the larger the spreads could become. Seth Carpenter: So, for each of you, there's clearly a role for inflation. One of the risks we'll talk about maybe is inflation expectations and how maybe there's a big shift in what's going on with inflation. But Chetan, that brings me to you and Asia, because one economy where there unquestionably has been a fundamental shift in inflation and inflation expectation over the past several years is Japan. The Bank of Japan is on this normalization path where they're raising interest rates. Interest rates had been negative and then zero, and now they're gradually raising things up. Inflation has come back to Japan. Markets are looking at what the Bank of Japan is likely to do. Can you tell us a little bit about what our view is for the Bank of Japan this year and next? And what might make them hike interest rates faster than we think? And is there any risk that in fact they hike interest rates slower than we think? Chetan Ahya: Yeah, Seth. So, we are expecting BoJ to hike twice from here. The first rate hike is coming up in December of this year, and then another one coming up in June of next year. And then we think that, you know, the underlying inflation trend in Japan is not really that strong. So, while market pricing is for about three more rate hikes instead of two that we are building in our base case. And some of the macro investors are even talking about four more rate hikes. We think the underlying inflation trend warrants a caution and BoJ to go slowly than what the market is pricing in and what the macro investors are saying in. And the key part of our framework on thinking about Japan's inflation is that bulk of the explanation to inflation rise in Japan lies in currency moves. And secondarily, you can look at also the other drivers are more from supply side, which is higher energy prices or food prices. Whereas it's not driven so much by demand. To elaborate further on why it is not driven by demand, when you look at Japan's consumption trend, and if you index it to hundred at pre-COVID levels in September [20]19 then it's currently about 101; i.e., that it's just about 1 percent up over the last seven years. So that's a very tepid trend of consumption demand. And therefore, we don't think that BoJ needs to rush into hike in a more aggressive pace going forward. Seth Carpenter: So, there is this fundamental shift, but boy, it's not on a tear, and so the BoJ can take its time. You know, Chetan, it's hard to wrap up a conversation about the global economy without talking about China. I get the sense that there's not a lot going on with monetary policy, but we did just see a soft Q2 GDP print. So, against that backdrop, what should we be expecting in terms of policy? Is there any monetary policy coming? Or is there going to be some fiscal expansion? Or is China just sort of stuck in this lower gear? Chetan Ahya: Yeah, Seth. So, we were also surprised by the soft GDP print. But when you look into the data, actually, it was interestingly doing well on exports. And I mentioned earlier about how the global CapEx trend is helping Asia. It's definitely helping China too. But at the same time, China's domestic demand turned out to be quite weak. And particularly in the areas where we think that the policy response can be providing some help, i.e., infrastructure spend, was also very weak. And therefore, we are expecting that in the back half of the year, you will see the government taking up some fiscal expansion. Not new stimulus announcement, but whatever they had budgeted. They have enough room within that to utilize that budget and actually increase that fiscal spending towards infrastructure. We have about 2 trillion RMB worth of funds available for the government to go ahead and spend in the second half. And then lift that growth trend, which has dipped to 4.3 percent in second quarter to back to 4.6 percent in the back half of the year. Seth Carpenter: You know what? Maybe that's a great place for us to leave it. We've gone around the world again today, but this time focusing much more on policy. In the U.S., the Fed is facing this interesting situation. We think inflation is coming down. The last CPI print went in our favor. And so as a result, our forecast is that the Fed doesn't change policy at all this year. But it's going to come down to the data, and in particular, whether or not Mike and his team are right in terms of where inflation is going. In Europe, the ECB has already raised interest rates once this year. Jens and team are looking for another interest rate hike. The ECB really does seem more sensitive to inflation coming from the energy shock, but there are lots of other crosscurrents that they're paying attention to as well. And then the other major developed market central bank, the Bank of Japan, is on this normalization path. They are in the process of raising interest rates, but Chetan pointed out to us that the growth rate is such that they don't have to be in any sort of hurry, and they can take their time. So, with that, Mike, Jens, Chetan, thank you so much for helping us connect all of these dots. And to the listeners, thank you for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or a colleague today.

    In the Market with Janet Parshall

    This hour we talk with Bill Gertz, award-winning columnist for The Washington Times. He will update you on why the Secretary of State just ordered the deportation of a Cuban Communist influence agent. He will also discuss a Marxist tycoon who is funding China backed AI data centers. Bill always offers keen insight on the world around us so don’t miss this great conversation.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.

    WSJ Tech News Briefing
    TNB Tech Minute: Microsoft Expands Partnership With Mistral AI

    WSJ Tech News Briefing

    Play Episode Listen Later Jul 21, 2026 2:00


    Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Techmeme Ride Home
    New Gemini

    Techmeme Ride Home

    Play Episode Listen Later Jul 21, 2026 21:26


    Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google) Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC) Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT) US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC) Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Everyday AI Podcast – An AI and ChatGPT Podcast
    Ep 823: The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You

    Everyday AI Podcast – An AI and ChatGPT Podcast

    Play Episode Listen Later Jul 21, 2026 34:02 Transcription Available


    A U.S. vs China AI cold war is starting, and most business leaders have no idea they're already in it.China's open models just closed the gap with America's best, oftentimes at a fraction of the price.Now both governments are moving to wall off their AI within days of each other.Why? Because this was never about benchmarks. It's about power y'all. We break it all down on today's show and help you figure out the 101 of the AI war between U.S. and China. The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:U.S.-China AI Cold War OverviewChinese AI Models Closing U.S. GapGovernment Restrictions on AI Model AccessEconomic and Geopolitical AI Power StruggleRisks for U.S. Businesses Using Chinese AIOpen Source vs. Closed Source AI DebateChinese AI Model Pricing Undercuts U.S.AI Model Distillation and U.S. Security ConcernsEnterprise AI Cost-Effectiveness BenchmarksMicrosoft Testing Chinese AI DeploymentsFuture AI Model Export Controls & StrategiesRecommendations for AI Model Sourcing and RiskTimestamps:00:00 US-China AI tensions escalate04:30 Switching to Chinese AI models08:47 US vs China in open source models11:39 China's narrative control efforts14:42 Challenges in AI model development18:25 Differentiating open source strategies23:04 AI model cost-effectiveness analysis26:31 US measures against model distillation29:38 Discussing Microsoft's use of AI models31:17 Controlling export of AI modelsKeywords: US vs China AI cold war, China AI restrictions, US AI restrictions, AI model export controls, Chinese open source AI models, AI geopolitical power, economic growth through AI, global AI standards, AI superpower race, AI model benchmarks, open weight models, enterprise AI deployment, trillion parameter AI models, Microsoft AI model testing, AI model pricing, Claude Fable 5, GPT-5.6, GLM 5.2, Kimmi K3, Alibaba Qwen 3.8, model distillation, AI cybersecurity risks, AGI leadership, military AI use cases, China narrative control, model adoption, compute power for AI, AI training data, AI export law, US national security and AI, model routing, mixture of models, cost per intelligence index, Anthropic models, cost per task AI, model capability parity, AI market adoption, cloud competition, AI architecture innovation, AI model sanctionsSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

    The Dana Show with Dana Loesch
    BONUS: Zohran Mamdani Doubles Down | Political Commentary

    The Dana Show with Dana Loesch

    Play Episode Listen Later Jul 21, 2026 44:53 Transcription Available


    CNN's Van Jones says his phone is ‘blowing up' after saying democratic socialists are ‘going too far'. Knowing what we now know about China & the 2020 election, the media saturating the airwaves with this talking point in 2021 makes a lot more sense. Trump answers questions in the Oval Office. The suspect who attempted to burn down the ICE office in Manhattan is identified. Zohran Mamdani doubles down on planning to arrest Netanyahu during his visit to New York.Thank you for supporting our sponsors that make The Dana Show possible…Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaGet the limited edition Watermelon Flavor and find out how to get a FREE 30-day supply before they sell out.Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Relief Factorhttps://ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $17.76Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for an extra 10% off sitewide.Noble Goldhttps://NobleGoldInvestments.com/DanaIf you want to see how physical gold and silver could fit into your portfolio, download Noble Gold Investments FREE Wealth Protection Kit.Concerned Women For Americahttps://ConcernedWomen.org/DanaTogether, we can defend our girls, equip parents and protect the next generation. Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite

    Wendy Bell Radio Podcast
    Hour 3: Lies On Top Of Lies

    Wendy Bell Radio Podcast

    Play Episode Listen Later Jul 21, 2026 36:43


    CBP wanted to stop Covid co-conspirator Peter Daszak upon his return to the US from China after "investigating" the origins of the virus on behalf of the NIH, but the FBI stopped them. Why? What did the FBI know YEARS AGO that they didn't want us to know? Sunny Hostin plays her privilege card after her son gets cited by police for trespassing. The Flock Camera issue is a much bigger problem than we imagined, especially for an Arizona community where license plate readers are being disguised as construction barrels.