Podcasts about China

On Wednesday's Mark Levin Show, AG Letitia James essentially just confessed to mortgage fraud. She said she made a mistake by putting Virginia down as her residence, but she's a liar. Year after year, she took the deduction because it was a mistake? In contrast, President Donald Trump followed legal protocols, paid taxes on time, and had verified property values, with Mar-A-Lago worth nearly $1 billion, not $18 million, and still, authorities denied him due process. Also, ESPN analyst Ryan Clark dismissed Robert Griffin III's opinions on the Caitlin Clark-Angel Reese WNBA rivalry, citing Griffin's marriage to a white woman as a reason he lacks perspective on issues faced by black women in the league.  Clark argued that Griffin's personal life limits his understanding of racial dynamics surrounding Clark's popularity, while also suggesting both players should be celebrated without pitting them against each other. This is disgusting. Afterward, in the chapter "On Rights" from “On Power, individual and human rights, liberty, and equality predate and do not originate from governments, as underscored by the Declaration of Independence. This principle, rooted in the belief that rights are God-given through natural law, distinguishes the U.S. from regimes like Qatar, communist China, Islamists, communists, fascists, and autocrats, as well as domestic democratic socialists. The Declaration of Independence, along with the Virginia, Pennsylvania, and Massachusetts Declarations of Rights, reflects the consensus among American founders that these rights are unalienable, not granted or revocable by governments. Governments are instituted to secure these rights, deriving their powers from the consent of the governed.  Later, Stephen A Smith calls in to discuss politics and sports. The Democratic Party marginalizes moderates, but they shouldn't be able to dictate who joins the party.  The last person the Democrat voters chose was Barack Obama - outside that, the party chose the Presidential nominees, Hillary Clinton and Joe Biden. Contrast that with the Republican Party, where the voters chose Trump in 2016. They didn't let the party pick their candidates. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Wednesday, May 21, 2025. Stand Up for Your Country.  Talking Points Memo: Bill questions why Democrats aren't criticized for opposing spending cuts and rejecting President Trump's latest tax and spending proposal. A look at Bill's heated discussion on NewsNation last night, where he debated the potential Joe Biden cover-up. Homeland Security Secretary Kristi Noem struggles to define habeas corpus during a Senate hearing. The latest on the Justice Department's investigation into former New York Governor Andrew Cuomo. Elon Musk states in a recent interview that he is scaling back on political spending. Final Thought: Why Bill was invited to go to China.  Read Bill's latest column, The Comey Blunder Check out our new Dad's Deal Bundle! Get a Not Woke Baseball Cap and a Not Woke Mug for 20% off! Pre-order Bill's next book in the new Confronting Series, ‘Confronting Evil' NOW! Now's the time to get a Premium or Concierge Membership to BillOReilly.com, the only place for honest news analysis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Victor Davis Hanson and cohost Jack Fowler for a discussion of the federal budget bill, the Reparations Now Resolution, criticism of General Milley, SCOTUS sided with Venezuelan migrants, was society more stable long ago v. Modernism, what will be said about the current generations, Strategika, Gordon Chang critical of deal with China, and Memorial Day movies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The late biologist E.O. Wilson said that “the real problem of humanity is the following: We have Paleolithic emotions, medieval institutions, and god-like technology. And it is terrifically dangerous.” Wilson said that back in 2011, long before any of us were talking about large language models or GPTs. A little more than a decade later, artificial intelligence is already completely transforming our world. Practitioners and experts have compared A.I. to the advent of electricity and fire itself. “God-like” doesn't seem that far off. Even sober experts predict disease cures and radically expanded lifespans, real-time disaster prediction and response, the elimination of language barriers, and other earthly miracles. A.I. is amazing, in the truest sense of that word. It is also leading some to predict nothing less than a crisis in what it means to be human in an age of brilliant machines. Others—including some of the people creating this technology—predict our possible extinction as a species. But you don't have to go quite that far to imagine the way it will transform our relationship toward information and our ability to pursue the truth. For tens of thousands of years, since humans started to stand upright and talk to each other, we've found our way to wisdom through disagreement and debate. But in the age of A.I., our sources of truth are machines that spit out the information we already have, reflecting our biases and our blind spots. What happens to truth when we no longer wrestle with it—and only receive it passively? When disagreeable, complicated human beings are replaced with A.I. chatbots that just tell us what we want to hear? It makes today's concerns about misinformation and disinformation seem quaint. Our ability to detect whether something is real or an A.I.-generated fabrication is approaching zero. And unlike social media—a network of people that we instinctively know can be wrong—A.I. systems have a veneer of omniscience, despite being riddled with the biases of the humans who trained them. Meanwhile, a global arms race is underway, with the U.S. and China competing to decide who gets to control the authoritative information source of the future. So last week Bari traveled to San Francisco to host a debate on whether this remarkable, revolutionary technology will enhance our understanding of the world and bring us closer to the truth . . .or do just the opposite. The resolution: The Truth Will Survive Artificial Intelligence! Aravind Srinivas argued yes—the truth will survive A.I. Aravind is the CEO of one of the most exciting companies in this field, Perplexity, which he co-founded in 2022 after working at OpenAI, Google, and DeepMind.  Aravind was joined by Dr. Fei-Fei Li. Fei-Fei is a professor of computer science at Stanford, the founding co-director of the Stanford Institute for Human-Centered A.I., and the CEO and co-founder of World Labs, an A.I. company focusing on spatial intelligence and generative A.I.  Jaron Lanier argued that no, the truth will not survive A.I. Jaron is a computer scientist, best-selling author, and the founder of VPL Research, the first company to sell virtual reality products. Jaron was joined by Nicholas Carr, the author of countless best-selling books on the human consequences of technology, including Pulitzer Prize finalist The Shallows, The Glass Cage, and, most recently, Superbloom. He also writes the wonderful Substack New Cartographies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 1716 - brought to you by our incredible sponsors: FitBod: Level up your workout. Join Fitbod today to get your personalized workout plan.  Get 25% off your subscription or try the app FREE for seven days at fitbod.me/hardfactor  Better Help: Your well-being is worth it. Visit BetterHelp.com/HARDFACTOR today to get 10% off your first month. Lucy: Let's level up your nicotine routine with Lucy.  Go to lucy.co/hardfactor and use promo code (HARDFACTOR) to get 20% off your first order. Lucy products are ONLY for adults of legal age. 00:01:00 Teases 00:03:20 Tush Push is officially back in the NFL 00:06:20 Wes ran into his masseuse at the grocery store 00:10:40 Murder occurs over Roti spat in India 00:22:55 Japan's agricultural minister resigns after admitting to getting rice kickbacks 00:28:00 INOVATION CORNER: Including a cure for baldness, NVIDIA & Disney create real-life Star Wars droid, albino Orcas & China is making robot slaves with human brains Thank you for listening! Go to patreon.com/hardfactor to join our community, get access to bonus podcasts and the Discord chat server with the hosts, but Most Importantly: HAGFD Learn more about your ad choices. Visit megaphone.fm/adchoices

Israel's foreign minister says antisemitic and anti-Israeli incitement linked to the war in Gaza lay behind the killing of two Israeli embassy staff in Washington. Also: China stakes its claim to the Arctic.

Welcome back to Impact Theory with Tom Bilyeu. In this episode, Drew and I take you through a whirlwind week where politics, world affairs, and tech innovation collide. We dissect Biden's shocking cancer diagnosis and what it means for the country, dig into Bernie Sanders' eyebrow-raising admission about the Democratic Party, and go deep on just how broken the government really is—and how (or if) it can ever be fixed. We tackle the big questions: What does it take to create a thriving middle class? Should we trust the government to spend more and do more, or do we need to completely rethink the machine? Are we living through a crisis of vision, where our leaders offer no North Star to inspire the country? And with news breaking on both the NIH's gain-of-function research and China's clampdown on gene editing, are we prepared for the next wave of scientific disruption? SHOWNOTES 00:00 – Biden's Cancer Diagnosis: Personal Impact & Political Fallout 03:14 – Are Our Leaders Too Old? The Real Problem with Political Power 07:08 – Lincoln's Legacy and the Ugly Truth Behind Political Narratives 10:58 – Why America Needs a New Vision (and Why We Don't Have One) 12:59 – Bernie Sanders & the Democratic Party: A Threat to Democracy? 15:39 – Can We Fix the System, or Is It Rigged Beyond Repair? 21:19 – Why Government Spending Is Broken (and How It Could Be Fixed) 27:00 – Positive Visions, Populism, and the Future of American Politics 32:03 – NIH, Wuhan Lab, and the Danger of Silencing Truth Seekers 43:31 – China, Gene Editing, and a New Age of Scientific Heresy 53:02 – Agentic AI: The Next Phase, What It Means, and How to Win 57:56 – Which Jobs Are Disappearing, and Which Will Survive the AI Revolution? 1:02:17 – Business in the Age of Hyper Turnover: What You Need to Know 1:09:36 – Ukraine, Russia, and Trump's Latest Negotiation: A Real Path to Peace? 1:10:13 – The Epstein Files: Government Secrecy and Conspiracy Theories CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out Monarch Money: Use code THEORY at ⁠https://monarchmoney.com⁠ for 50% off your first year! Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠ Netsuite: Download the CFO's Guide to AI and Machine Learning at ⁠https://NetSuite.com/THEORY⁠ iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  Mint Mobile: If you like your money, Mint Mobile is for you. Shop plans at ⁠https://mintmobile.com/impact.⁠  DISCLAIMER: Upfront payment of $45 for 3-month 5 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠ SCALING a business:⁠ see if you qualify here.⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS:⁠ apple.co/impacttheory⁠ ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rich Zeoli Show- Hour 3: 5:05pm- Susan Crabtree—RealClearPolitics National Political Correspondent & Author of the book, “Fools Gold: The Radicals, Con Artists, and Traitors Who Killed the California Dream and Now Threaten Us All”—joins The Rich Zeoli Show to discuss FBI Director Kash Patel and FBI Deputy Director Dan Bongino revealing that there is no evidence suggesting a larger conspiracy surrounding the assassination attempt against Donald Trump in Butler, Pennsylvania. But why are there still so many unanswered questions? 5:40pm- Brand Manager Greg Stocker joins the show, John Cena's apology to China was so awkward and hilarious that we must play it again—four-years later, and how do you pronounce “Ingraham”?

The Rich Zeoli Show- Full Episode (05/21/2025): 3:05pm- Jake Tapper's new book, “Original Sin: President Biden's Decline, Its Cover-up, and His Disastrous Choice to Run Again,” which is critical of the Biden Administration for covering up the president's physical and cognitive decline is due to be released later this week. While Tapper is now reporting on internal stories about Biden's health decline, why did he ignore the story prior to Biden's withdrawal from the 2024 presidential election? Notably, during an interview with Lara Trump, Tapper vociferously denied Joe Biden was experiencing any sort of cognitive decline and suggested that people were merely picking on the then-president for suffering from a life-long stutter. 3:30pm- Tom Homan—Trump Administration Border Czar—joins The Rich Zeoli Show to discuss how the Big Beautiful Bill Act will benefit border security and fulfill President Donald Trump's campaign pledge to stifle illegal border crossings. He explains: “We have the most secure border in the most history of the country, but we need to finish it. We need to make it permanent!” 4:05pm- On Wednesday, South African President Cyril Ramaphosa joined President Donald Trump in the Oval Office. During the meeting, Trump confronted Ramaphosa with video clips and news articles documenting instances of genocide against white South African farmers. Ramaphosa denied the allegations, but Trump continued to pushback with evidence: "You do allow them to take land. And then when they take the land, they kill the white farmer—and when they kill the white farmer, nothing happens to them." 4:15pm- In response to the Oval Office confrontation between President Donald Trump and South African President Cyril Ramaphosa, many media outlets ignored Trump's claims of an unfolding genocide—with CNN even accusing Trump of “ambushing” the South African president. 4:40pm- On Wednesday, President Donald Trump welcomed the NCAA Men's Basketball Champion Florida Gators to the White House. 4:50pm- While appearing on CNN, “Original Sin: President Biden's Decline, Its Cover-up, and His Disastrous Choice to Run Again” co-author Alex Thompson discussed a particularly disturbing report documented in his new book. Thompson explained that the 2024 Biden campaign spent millions of dollars on producing a fake town hall—but then couldn't use the content because Joe Biden's performance was so poor. 5:05pm- Susan Crabtree—RealClearPolitics National Political Correspondent & Author of the book, “Fools Gold: The Radicals, Con Artists, and Traitors Who Killed the California Dream and Now Threaten Us All”—joins The Rich Zeoli Show to discuss FBI Director Kash Patel and FBI Deputy Director Dan Bongino revealing that there is no evidence suggesting a larger conspiracy surrounding the assassination attempt against Donald Trump in Butler, Pennsylvania. But why are there still so many unanswered questions? 5:40pm- Brand Manager Greg Stocker joins the show, John Cena's apology to China was so awkward and hilarious that we must play it again—four-years later, and how do you pronounce “Ingraham”? 6:05pm- Rich is joined in studio by… Nick Kayal, Dawn Stensland, and Greg Stocker! Don't they have a show to do in 12-hours? 6:10pm- Democrat political strategist James Carville baselessly claimed that Acting U.S. Attorney for the District of New Jersey Alina Habba only charged Rep. LaMonica McIver with assault of an ICE agent outside of Delaney Hall in Newark, NJ because of her skin color. Carville argued: “I don't have any proof…but I think if it was a white congressperson, they would not have arrested her.” 6:15pm- Now Dom Giordano is in studio! What did he think of last night's NJ Republican Gubernatorial Primary? And will the One Big Beautiful Bill Act be passed? Plus is it sauce or gravy? 6:30pm- During a Wednesday Senate hearing, Secretary of State Marco Rubio destroyed progressive Congresswoman Pramila Jayapal during a debate over the revocation ...

From the BBC World Service: China might not be the first country you think of when it comes to the Arctic, but it's staking a claim, calling itself a near-Arctic state. We'll hear how the Arctic has become a battleground for territory, trade and power. Plus, new research shows tropical forests are being lost at an alarming rate, but there's currently no economic model that incentivizes farming communities to preserve them.

Join us as we look into the potential 1000 ft Tsunami wave that may be geting ready to smack the Pacific North West any day now. Then we discuss the unexplained super sonic booms that was heard over Colorado this week. We listen and discuss all about the Big Beautiful Bill that may get passed here soon. The AI portion of this bill leads us to talk about new liquid robotic technology thats being developed (very Terminator 2). While talking about politics we learn more about the genocide in South Africa, and the President bold faced saying to Trump that it is a myth...as Trump pulls out evidence showing the opposite. We finish talking about Balochistan secceding from Pakistan in the wake of the conflict, and how that may force China to make more of a presence in the region to protect their Pakistani belt and road initiative.To join next week, come check out patreon.com/CajunKnightBecome a supporter of this podcast: https://www.spreaker.com/podcast/cult-of-conspiracy--5700337/support.

Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Tuesday, May 20, 2025. Stand Up for Your Country.  Talking Points Memo: Bill questions Dr. Kevin O'Connor's role as physician to former President Biden and demands accountability for those who may have misled the public. Bruce Springsteen continues to bash President Trump during his concerts overseas. Bill looks at Trump's reaction. How the corrupt corporate media is spinning the Trump-Putin Ukraine call. The Supreme Court has allowed Donald Trump to end deportation protections for up to 350,000 Venezuelans. Michael Brown, global director of counter-narcotics technology at Rigaku Analytical Devices, joins the No Spin News to discuss the ongoing issues with drug cartels in Mexico and whether anything can be done to address them. Final Thought: Bill's upcoming trip to China. Learn more about your ad choices. Visit megaphone.fm/adchoices

On Washington Wednesday, U.S. ties in the Middle East; on World Tour, news from Romania, Portugal, Colombia, China, and South Africa; and the creative story behind The Hiccupotamus. Plus, new insight on Shakespeare's wife, Craig Carter on natural law and morality, and the Wednesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University, whose online MBA and MPA programs prepare leaders for lasting impact. Dordt University. Until All Is Made New.Additional support comes from WatersEdge Kingdom Investments — personal investments that build churches. 4.75% APY on a six-month term. WatersEdge.com/investWatersEdge Kingdom Investments - WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

We begin today's show with a quick update on budget reconciliation and how it's being jammed down the throats of conservatives with no vision on how to solve our major problems. While MAGA Inc. con artists like to whine about narrow majorities with purple districts, they are silent about red-state betrayals on policy and primaries, including terrible Trump endorsements. Next, we're joined by investigative journalist Jay Solomon, who is out with a bombshell expose in the Free Press detailing how Qatar funds and influences our government at every level. In particular, Qatar has recently been influencing so many politicians and media figures on the Right. We delve into each of those levels of subversion and how it seems to be directing our foreign policy. Qatar now also invests in so much of our critical infrastructure. Are we on the cusp of creating China 2.0, with an Islamic twist? Learn more about your ad choices. Visit megaphone.fm/adchoices

TAIWAN: WHY DOES AMERICA DEFEND THE ISLAND? GRANT NEWSHAM, AUTOR, "WHEN CHINA ATTACKS."? 11954 MAO AND ZHOU

In this episode of The PDB Afternoon Bulletin:  First, President Donald Trump has unveiled his plans to build a new comprehensive air defense system for the United States that he has dubbed the “Golden Dome,” and China is already throwing a fit, accusing the U.S. of trying to turn space into a warzone. We'll have the details. Later in the show—Mexico's bloody political violence escalates inside the country's capital, where two top aides to the mayor of Mexico City were brazenly assassinated in broad daylight on Tuesday in a suspected cartel hit. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting ⁠PDBPremium.com⁠. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: ⁠youtube.com/@presidentsdailybrief Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/miketoday. Thanks to Kikoff for sponsoring us! Birch Gold: Text PDB to 989898 and get your free info kit on gold Jacked Up Fitness: Go to https://GetJackedUp.comand use code BAKER at checkout to save 10% off your entire purchase Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The President's Daily Brief: A disturbing new investigation finds China may be bankrolling a U.S. nonprofit that teaches illegal immigrants how to evade ICE, with ties traced directly to Communist Party-linked entities. Later in the show—new details emerge about an Israeli covert operation in Gaza. Special forces disguised as women penetrated enemy lines to eliminate a senior terror commander. Plus—Europe targets Russia's shadow fleet. Nearly 200 oil tankers now face sanctions as the EU and UK aim to disrupt Moscow's oil smuggling network. And in today's Back of the Brief—a historic conviction. The Navy's former second-in-command is found guilty of bribery, marking the highest-ranking U.S. officer ever convicted of a federal crime while in uniform. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/miketoday. Thanks to Kikoff for sponsoring us! Birch Gold: Text PDB to 989898 and get your free info kit on gold TriTails Premium Beef: Visit https://TryBeef.com/PDB for 2 free Flat Iron steaks with your first box over $250 Learn more about your ad choices. Visit megaphone.fm/adchoices

China is starting to feel the effects of the tariffs imposed on them.    India is getting all the work from Apple and other big companies and this is going to have a huge impact on our economy.    Donald Trump said we are about to enter a golden age.    If you're not positioned to make fuck-you money, you're going to end up on Universal Basic income like everyone else.    It's time to get it while the getting is good.    Lean in and listen.    I told you things would start happening in May..............   Pay close attention and act accordingly.    About the ReWire Podcast   The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at https://www.jointheapex.com/   Rise Above

China unveils a game-changing high-altitude drone, the SS UAV, sparking global concern. Capable of launching 100+ drones or missiles, it's a direct challenge to U.S. air dominance. Is America ready for next-gen warfare—or are we falling behind?

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Defends Biden, Blames “Board of Directors” for Border Crisis – In a viral post, President Trump says Joe Biden wasn't behind open borders—his cognitive decline left key decisions to unelected handlers, including Jill and Hunter Biden. New details from a Jake Tapper book and medical insiders back up claims of hidden dementia and cancer diagnoses during Biden's presidency. House Republicans now plan oversight hearings on what they call “the fraud presidency.” Wind for Gas Deal: Trump Trades Turbines for Pipelines – Trump strikes a deal with New York's Governor Hochul: a $5B wind farm off Long Island moves forward in exchange for greenlighting a long-blocked natural gas pipeline from Pennsylvania. Critics call it a “dirty green deal,” but Trump allies say it's smart leverage to restore energy reliability. “Golden Dome” Missile Shield Unveiled – Trump formally launches a national missile defense initiative to stop hypersonic threats from China and Russia. The plan combines space-based sensors and interceptors, potentially costing hundreds of billions—unless satellites are leased from Elon Musk. FDA Shifts Course on COVID Shots – Healthy Americans under 65 no longer need routine COVID boosters, the FDA says. Critics say the change came too late and still doesn't address obesity, which remains a top risk factor. HHS Secretary RFK Jr. is expected to soon launch a “Take Back Your Health” national campaign. "And you shall know the truth, and the truth shall make you free." – John 8:32

Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena:  And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

In this episode, we sit down again with Victor Davis Hanson, a classicist, military historian, senior fellow at the Hoover Institution, and author of two dozen books, including most recently “The End of Everything.”In this interview, we dive into the multifaceted dimensions of what he describes as Trump's “counterrevolution” in the foreign policy space, from Canada to China to the Middle East to Ukraine and Russia.What might the end of the wars in Ukraine and Gaza look like?Should Trump have accepted a plane from Qatar's royal family? Was it a good idea to lift U.S. sanctions on Syria's new leader? Is there any truth to rumors of friction between Trump and Israeli Prime Minister Benjamin Netanyahu?Is it possible that Trump actually, in some sense, wanted Mark Carney to win and become Prime Minister of Canada?And how can the United States ensure the Chinese leadership upholds their commitments in a trade agreement, given their track record of not following through?Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.

-Rob Carson discusses President Trump's confrontational diplomacy, including showing a video to South African President Cyril Ramaphosa about violence against white farmers and challenging Canada's economic reliance on the U.S. -Gordon Chang examines Trump's proposed Golden Dome Missile Defense System, criticized by China as weaponizing space, potentially neutralizing nuclear threats. Today's podcast is sponsored by BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! YOUR CASE COUNTS : Justice for commercial vehicle victims starts here. http://YourCaseCounts.com   To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday…E-mail Rob Carson at : RobCarsonShow@gmail.com Musical parodies provided by Jim Gossett (www.patreon.com/JimGossettComedy) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media:  -Facebook: http://nws.mx/FB  -X/Twitter: http://nws.mx/twitter -Instagram: http://nws.mx/IG -YouTube: https://youtube.com/NewsmaxTV -Rumble: https://rumble.com/c/NewsmaxTV -TRUTH Social: https://truthsocial.com/@NEWSMAX -GETTR: https://gettr.com/user/newsmax -Threads: http://threads.net/@NEWSMAX  -Telegram: http://t.me/newsmax  -BlueSky: https://bsky.app/profile/newsmax.com -Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted). But what does all of this mean for crypto? On this week's Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down: Why the Moody's downgrade doesn't mean much for markets Whether Fed rate cuts are now further off than expected Why Alex says Coinbase is a “horrible product” despite S&P inclusion How stablecoins tie into U.S. geopolitical strategy Whether Circle should sell to Coinbase And what the altcoin ETF delay really tells us Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram's wild anecdote about workers gaming unemployment benefits. Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Macro Reuters: Moody's downgrade intensifies investor worry about US fiscal path USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices Coinbase Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say CNBC: Coinbase joining S&P 500, replacing Discover Financial Stablecoin bill Unchained: Stablecoin Bill Passes Key Hurdle: Dems Join GOP to Deliver a Crypto Win Timestamps:

This episode is already available early for Patrons over at: https://www.patreon.com/TheDeprogramSupport Support the Podcast and get early as well as bonus episodes by donating. Help us stay 100% independent. Support the showSupport the show on Patreon: https://www.patreon.com/TheDeprogramFollow us on Twitter: https://twitter.com/TheDeprogramPod

The Center for Disease Control reports that over 48,000 Americans died from synthetic opioid (or fentanyl) overdoses in 2024. That number dwarfed the number of people who died from psychostimulants like methamphetamine at 29,000. As well as cocaine at 22,000, and other naturally occuring drugs at 8,000. Fentanyl and similar substances have changed the game in drug policy, driving greater lethality and creating geopolitical rifts, as China exports precursors to the drug and Mexican cartels smuggle it across the border. Responsible drug policy is complicated and contentious. Here to explain the conservative approach to this area is Paul Larkin, Senior Legal Research Fellow here at the Heritage Foundation. —More by Paul Larkin: https://www.heritage.org/staff/paul-j-larkinHave thoughts? Let us know at heritageexplains@heritage.org

This week on Full Time, hosts Tamerra Griffin and Meg Linehan breakdown the latest USWNT roster for the upcoming May/June friendlies against China and Jamaica. From Naomi Girma's long awaited return, to the intriguing new faces, and the notable absentees. Then, with help of The Athletic's Asli Pelit, there is a roundtable discussion on the NWSL after nine weeks of play. Who are the frontrunners in the MVP race? What makes this rookie class so special? What has been the biggest disappointment and the most pleasant surprise so far? _______________Articles mentioned on the show: USWNT roster takeaways_______________HOSTS: Tamerra Griffin, Meg LinehanGUEST: Asli PelitPRODUCER: Theo Lloyd-HughesVIDEO PRODUCER: Lia GriffinEXECUTIVE PRODUCER: Emily Olsen_______________Get in touch: ⁠⁠fulltime@theathletic.com⁠⁠Follow on Instagram and TikTok: @tafulltimeSubscribe to the Full Time newsletter ⁠⁠here⁠⁠Visit the Yahoo Women's Sports hub ⁠⁠here Hosted on Acast. See acast.com/privacy for more information.

The National Security Hour with Col. Mike and Dr. Mike – On the issue of China, Mr. Skousen underlined the utter idiocy of the United States ever dealing with China as if it were simply another, very large foreign country. All the decades of economic and political support that the United States has given China support since Henry Kissinger surrendered to Beijing at the Vietnam war negotiations in Paris has...

China tariffs are causing big problems right now. Today we talk about the recent developments in U.S.-China trade relations, particularly the temporary pause in tariffs and the broader implications for investor sentiment and economic narratives. The fear over supply chain disruptions quickly faded once tariff discussions resumed—even though actual inventory issues remained unresolved. We also analyzed a new Republican tax bill, highlighting key proposals like eliminating taxes on tips and overtime, allowing deductions for car loan interest, and introducing a “MEGA account” to support education, home buying, and small business loans. We discuss...  Trump temporarily paused tariffs on China for 90 days, reducing tensions and prompting speculation on political motives. Despite ongoing inventory lags, public and media attention has waned following the tariff pause announcement. People often react to headlines and political gestures without examining the actual impact or facts on the ground. Wall Street quickly shifted from fear to optimism despite unresolved issues, illustrating emotional market swings. Consumer sentiment has rapidly reversed from bearish to bullish, reflecting how quickly perception can change. Buffett's principle of being fearful when others are greedy remains relevant in today's sentiment-driven market. The proposed GOP tax bill includes a “No Tax on Tips” provision, widely supported as fair for service workers. A new “MEGA Account” is proposed to help with education, small business loans, and first-time homebuyer costs. The IRS uses audits not primarily to collect money but to scare people into compliance, as stated by an IRS official. Low-income taxpayers are disproportionately audited due to earned income tax credit claims. Wealthy individuals can afford legal support, making IRS audits less impactful for them compared to lower earners. The U.S. housing market is now at its most unaffordable level in recorded history. Mortgage rates are back to their historical average and unlikely to drop meaningfully. The Fed's long-term involvement in mortgage-backed securities has distorted the housing market. Interest rates remain high, and the Fed has yet to significantly cut, raising questions about the rationale for past rate cuts. For more information, visit the show notes at https://moneytreepodcast.com/china-tariffs-are-causing-big-problems-713 

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Direct Payment Update4:30 Wheat Rally6:13 Russia Wheat Weather7:24 Corn Belt Rains9:53 China Soybean Imports11:35 China Buys More Gold

European and Asian investors have pumped record sums into global equity funds that exclude the US market, and shares in Chinese battery maker CATL surged 16 per cent on their debut in Hong Kong. The EU plans to levy a flat fee on billions of small packages entering the bloc, mainly from China. Plus, Israeli Prime Minister Benjamin Netanyahu is facing calls to scale back his military operation in Gaza and let more aid into the enclave.Mentioned in this podcast:Investors flock to equity funds that exclude US after Trump's return to powerChinese battery maker CATL surges 16% in biggest listing of 2025EU to impose €2 tax on low-cost items in blow to Temu and SheinUK halts trade talks with Israel over Gaza offensiveIsrael's Gaza aid plan could lead to ‘war crime', UN agency chief saysBenjamin Netanyahu says Israel plans to take over all of GazaToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Lulu Smyth, and Marc Filippino. Additional help from Sam Giovinco, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's acting co-head of audio. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Plus: Ford is to let rival Nissan use part of its flagship U.S. battery plant, as electric vehicle demand slows. And a new report by the International Energy Agency finds China continues to dominate the global supply of critical minerals. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nvidia CEO Huang says U.S. export controls on advanced chips to China have failed. And Crusoe's Texas data center for OpenAI secures $11.6 billion in funding to expand from two to eight buildings. Alex Ossola hosts.  Boycotting Target: A WSJ Podcast Series  Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The dreaded downgrade. Biden's health in the spotlight. The big and beautiful Tax bill making its way through the sausage factory PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - The dreaded downgrade - Biden's health in the spotlight - Tax bill making its way through the sausage factory - China continues to stimulate Markets - Yields - moving up after worrying signs for US debt levels - Stocks posting big gains for May - Bitcoin surges past $100k - Our debt load is untenable - great chart to consider The Big Beautiful Bill - The bill eliminates taxes on tips and overtime. - The bill achieves "no tax on social security" by increasing deductions for seniors on the program. - The bill eliminates several green energy spending programs and ends the EV tax credit early. - The bill makes auto loan interest tax deductible. - The bill raises the debt ceiling by $4 trillion. - The bill raises the State and Local Tax Deduction to $30,000 for people making $400K or less. - The bill makes changes to the IRS free tax filing program, pending review by a task force. - The bill includes tax on college endowments and private foundations. - The bill includes reforms for how pharmacy benefit managers do business with the government. - The bill creates a new savings account for children, and $1000 of funding will be provided. - The bill raises the child tax credit to $2500 from $2000. USD DEBT Moody's - U.S. Treasury yields spiked on Monday after Moody's downgraded the U.S.' credit rating, citing fiscal concerns. - That brings it down one notch from Aaa — the highest score — to Aa1 - The first time since the  initial rating back in 1919 that Moody's made a change - Interesting timing - in the middle of a big spending package process - --- maybe they are sending a message -"This is a major symbolic move as Moody's were the last of the major rating agencies to have the US at the top rating," Deutsche Bank analysts said in a note. Market reaction - Futures fell in late trade after the close of the markets- when it was announced - Bonds - long end moved. --- 30 yr treasuries up over 5% ---- 30 yer mortgage rates over 7% - Markets - yawned and turned on the open after a 1.5% love lower on the futures Bessent reaction -Treasury Secretary Scott Bessent said in an interview on NBC News' "Meet the Press" that Moody's Ratings were a "lagging indicator" after the group downgraded the U.S.' credit rating by a notch from the highest level. -"I think that Moody's is a lagging indicator," Bessent said Sunday. "I think that's what everyone thinks of credit agencies." - He asserted that the downgrade was related to the Biden administration's spending policies - Is that right? China - Stimulating - China cut its key lending rates by 10 basis points on Tuesday, as Beijing ramps up efforts to boost its economy at a time when trade tensions threaten to derail growth. - The People's Bank of China trimmed the 1-year loan prime rate to 3.0% from 3.1%, and the 5-year LPR to 3.5% from 3.6%. US Steel still in play - Nippon Steel plans to invest $14 billion in U.S. Steel's operations including up to $4 billion in a new steel mill if the Trump administration green lights its bid for the iconic U.S. company, according to a document and three people familiar with the matter. - Under details of the plan included in the document, the company will plow $11 billion into U.S. Steel's infrastructure through 2028. That includes $1 billion in a green field site, which is expected to grow by $3 billion over the following years and has not been previously reported. - There is  a deadline of May 21st for a national security review - then T...

CNBC's David Faber sits down at Tesla HQ with CEO Elon Musk for a wide ranging conversation on self-driving, semiconductors, China, and more.

Geopolitical analyst Jacob Shapiro discusses the transition to a multipolar world order, the state of American Empire, the emergence of new power centers, and the notion of a looming World War III. He comments on Trump's recent foray into the Middle East, China's strategic engagement in Latin America, and the fate of Mexico. He offers some tips on the way forward. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Jacob Shapiro: We Are Entering a Multipolar Geopolitical Environment #556 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Jacob Shapiro https://jacobshapiro.com X https://x.com/JacobShap Substack https://jashap.substack.com Bespoke https://bespokegroup.io About Jacob Shapiro Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is Director of Research at The Bespoke Group, a U.S.-based wealth strategy firm that applies generational thinking to the preservation and growth of generational wealth for families around the world. His approach blends rigorous, empathetic analysis with deep confidence in human agency and the transformative power of new ideas. Jacob is a global thought leader on geopolitics and its impact on everything from global markets to supply chains. A prolific public speaker, Jacob delivers frequent keynote presentations and tailored corporate briefings. His insights help audiences and c-suites across industries like finance, agriculture, and energy make sense of the world. Jacob also hosts “The Jacob Shapiro” podcast, which features interviews with subject matter experts in geopolitics, technology, markets, and other fields. He holds a master's degree with distinction from Oxford University and a bachelor's degree in Near Eastern studies from Cornell University. He lives in New Orleans with his wife and two daughters. When he's not tweeting at 4 a.m. about the latest international developments or commodities prices, you might find him at a basketball court near you doing his best Larry Bird impersonation at a pickup game. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

No, we can't just "get over it"! PLUS, Kerry Lutz, founder of Financial Survival Network, talks to Shaun about our weaponized trade with China, what Trump's China Trade Deal really means, and the problems with the Big Beautiful Bill. And Nick Adams, author of the new book From Mar-a-Lago to Mars: President Trump's Great American Comeback, tells Shaun how the Democrats are still peddling lies within the lies they have already been caught in.See omnystudio.com/listener for privacy information.

Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

In this episode of world news… We give you the dope on the pope with special reports from BOTH Rome and Chicago, where the world's first US pontiff comes from. We'll also try to explain India and Pakistan's conflict – the aerial dogfight (which is not at all as cute as it sounds) and ceasefire. China and the US agree on some new, cheaper tariffs. The Australian dog lost on Kangaroo Island is trapped and found – confused? Don't worry, we'll tell you all. And we'll also tell you why those kooky Kiwis love the ugly blobfish. 

Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

S&P futures are pointing to a lower open today, down (0.5%). European equity markets opened weaker with major indices all edging lower, while Asian markets finished Wednesday trading mostly stronger. The recent U.S.-China trade truce has led to a surge in trade activity, with China-to-U.S. freighter bookings doubling in mid-May and Shanghai-LA shipping rates rising 16%, the largest increase in 2025.Companies Mentioned: Ford Motor, Wolfspeed, RBC Bearings

La semana pasada Donald Trump realizó la primera gira internacional de su segundo mandato. Visitó Arabia Saudí, Qatar y los Emiratos Árabes Unidos. Este viaje, centrado en acuerdos comerciales y asuntos geopolíticos de primer nivel como la cuestión de Siria, supone un punto de inflexión en tanto que Trump se mostró dispuesto a dialogar. Algo llamativo ya que, al menos en este ámbito, su postura es realista y libre de los maximalismos de su primer trimestre en el cargo. De forma un tanto sorprendente dejó a Israel en un segundo plano. Lo que no fue sorprendente en absoluto fue su silencio por el respeto a los derechos humanos en aquella región, pero eso ya estaba previsto y es coherente con lo que ya hizo en su primer mandato. El periplo comenzó en Riad, donde Trump fue recibido por el príncipe heredero Mohammed bin Salman. Arabia Saudí comprometió 600.000 millones de dólares en inversiones en EEUU enfocadas en defensa, tecnología y energía. Un foro de inversión reunió a líderes empresariales como Larry Fink de BlackRock y Jane Fraser de Citigroup, subrayando la importancia que el presidente dio al apartado económico de la gira. En Riad se reunió con el presidente interino sirio, Ahmed al-Sharaa, en un encuentro histórico. Anunció el levantamiento de sanciones a Siria para impulsar su estabilización tras la caída de Bashar al-Assad. Esta decisión, respaldada por Arabia Saudí y Qatar, fue elogiada por las cancillerías europeas, pero criticada por Israel, que considera a al-Sharaa un exyihadista. En Doha Trump fue agasajado por el emir Tamim bin Hamad Al Thani. Qatar firmó acuerdos por 243.000 millones de dólares que incluyen la adquisición de más de 200 aviones Boeing. Desde la base aérea Al Udeid, la mayor instalación militar estadounidense en Oriente Medio, Trump reiteró su prioridad de “terminar conflictos, no iniciarlos”, aunque advirtió que no dudaría en usar el poder militar si fuera necesario. Propuso una “zona de libertad” en Gaza, un concepto vago que ha generado infinidad de especulaciones, pero evitó hablar de la guerra aún en curso en la franja. La gira culminó en Abu Dabi, donde el Gobierno de los Emiratos anunció una inversión de 440.000 millones de dólares en el sector energético estadounidense a lo largo de la próxima década. Trump visitó la Gran Mezquita y la Casa de la Familia Abrahámica tratando de proyectar una imagen de cooperación cultural. Poco antes, en su discurso en Riad, condenó el intervencionismo estadounidense del pasado, y eso fue bien recibido entre los líderes políticos del golfo Pérsico, pero alarmó a defensores de los derechos humanos. Un aspecto notable fue la exclusión de Israel del itinerario, lo que revela que hay tensiones latentes con su primer ministro, Benjamin Netanyahu. Trump ignoró las objeciones israelíes para levantar las sanciones a Siria y negociar con Hamás con el objetivo de liberar al rehén estadounidense Edan Alexander. Todo de forma directa y dejando a un lado a los israelíes. Además, avanzó que quiere reiniciar las conversaciones nucleares con Irán mediadas por Omán, lo que ha provocado nuevas fricciones con Israel, que teme un acuerdo favorable a Teherán. La gira, salteada por una serie de aciertos, supone el regreso al pragmatismo que caracterizó a su primer mandato, más centrado en la estabilidad económica que en decisiones rupturistas y problemáticas como la guerra comercial contra todo el mundo. En La ContraRéplica: 0:00 Introducción 3:57 Oportunidad para Irán 28:58 Uranio en España 35:10 Inteligencia artificial en China · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #iran #trump Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Burning the candle at both ends. The president's tax cut bill faces an overnight test in the House. Plus, Nvidia's CEO pushes back on U.S. chip controls to China, warning they could put America at a disadvantage. And later, Wall Street gets a pulse check on the consumer when Target reports earnings this morning. What you need to know about the numbers.

Chapters00:00 - Intro00:21 - Report: Israel Preparing Possible Strike on Iran03:33 - Iran's Khamenei Says US Enrichment Demands Are 'Nonsense'05:30 - Israeli Attacks Kill 87 Gazans Over 24 Hours07:21 - UN Says No Aid Distributed Yet in Gaza09:55 - Former MK: 'Every Baby in Gaza Is an Enemy'12:06 - Israeli Opposition Leader: Israel Killing Babies as a 'Hobby'16:29 - UK Summons Israeli Ambassador, Suspends Free Trade Agreement17:35 - Europe Considers Using Fighter Jets in Ukraine19:26 - Former US Envoy to Ukraine: Ending War Must 'Send Signal to China'20:59 - Rubio: Syria Could Fall Into Full-Scale Civil War24:55 - One Killed, Nine Wounded in Israeli Drone Strikes in Lebanon25:52 - Amnesty Urges War Crimes Probe of US Bombing of Yemen Jail27:23 - President Trump Unveils Plans for 'Golden Dome'31:09 - Viewpoints/Outro

【2025戛纳电影节 2025 Cannes Film Festival】 节目开始之前，和大家说一声，疲惫娇娃的几个女的已经空降戛纳参加电影节了！请关注我们的同名小红书账号看来自戛纳的更新。 We have landed in Cannes for the film festival! Follow us on Xiaohongshu for more updates from Cannes. 【聊了什么 The What】 本期疲惫娇娃，我们聊的是2024年的电影Conclave ——一部设定在教皇去世之后、围绕选出新一任教皇展开的电影。在这部由Edward Berger执导、Ralph Fiennes主演的作品中，观众得以窥见那场始终被神秘包围的梵蒂冈教皇选举：密室中的拉票、权力的计算、秘密的揭露，以及制度对个人的塑形与反噬。 我们从电影谈起，延伸到对天主教会体制的讨论：它如何用神圣维系秩序，又如何将改革压制在传统之下。影片中的主角们不仅是宗教人物，更是复杂的政治人类；而那些隐于画面边缘的修女、工作人员，则承载着最深的情感张力与结构性的沉默。 节目中也会提到最近现实中那位“美国出生的教皇”所引发的舆论回响，从中对照出Conclave所描绘的制度困境与文化裂缝。在一个讲求现代化的时代，信仰、怀疑、服从与转变之间的冲突从未停止，反而愈加微妙。在这集播客，我们也借着Conclave，用元视角反思了我们几个主播过去几年的信仰和布道。 In this episode of Cyberpink, we discuss the 2024 film Conclave — a story set in the aftermath of a pope's death, centered on the secretive process of electing his successor. Directed by Edward Berger and starring Ralph Fiennes, the film offers a rare look inside the Vatican's cloistered world: backroom deals, power games, hidden truths, and the way institutions shape — and consume — the individuals within them. Starting with the film, we move into a broader conversation about the structure of the Catholic Church: how it uses sacredness to maintain order, and how tradition often suppresses the possibility of reform. The protagonists in Conclave are not just religious figures — they are deeply political beings. And those who remain on the margins of the screen — nuns, aides, staff — carry the film's quietest, yet most intense emotional weight. We also touch on the recent real-world election of the first U.S.-born pope and the media discourse surrounding it, drawing parallels with Conclave's portrayal of institutional tension and cultural fracture. In a world increasingly shaped by modernity, the conflicts between faith, doubt, obedience, and transformation have only grown more intricate. We also used Conclave as a lens to go meta, to reflect our journeys as long-term podcasters, examining our beliefs and evangelism over the past few years. 【买咖啡 Please Support Us】 如果喜欢这期节目并愿意想要给我们买杯咖啡： 海外用户：https://www.patreon.com/cyberpinkfm 海内用户：https://afdian.com/a/cyberpinkfm 商务合作邮箱：cyberpinkfm@gmail.com 商务合作微信：CyberPink2022 If you like our show and want to support us, please consider the following: Those Abroad: https://www.patreon.com/cyberpinkfm Those in China: https://afdian.com/a/cyberpinkfm Business Inquiries Email: cyberpinkfm@gmail.com Business Inquiries WeChat: CyberPink2022 【时间轴 The When】 00:00 — Conclave电影本影也没想到自己会因教皇方济各逝世而意外获得现实相关性，成为2025年最火的电影 03:50 — 现实中的美国出生的教宗Pope Leo XIV承认在真正的Conclave前也看了电影 04:40 — 什么是“Conclave”？拉丁语意为“上锁的房间”——一种自13世纪起流传至今的选教皇仪式 06:15 — 黑烟与白烟：那些宣布教皇当选的古老烟雾信号，也曾锁门限食以逼出结果 11:30 — 初观感：神秘又幽默，教廷政治竟然有点像校园食堂地缘政治问题？主角Lawrence像一个疲惫又需要收拾烂摊子的VP 19:13 — Lawrence想辞职，前任教皇说他是个“农场经理”而非“牧羊人”——讨论教皇制度管理与灵性角色的张力。疲惫娇娃进入meta状态，反思自己过去几年的信仰和布教 30:30 — 影片中Lawrence的一句台词引发共鸣：“确定性是团结的大敌，是宽容的死敌”——它如何映射当代的分裂与政治疲劳？疲惫娇娃继续meta 50:00 — 位关键女性角色：Sister Agnes，一个在结构之外但洞察深刻的“隐身者”。以及为什么我们要反复说女性角色 01:03:10 — 大结局讨论：一个意想不到的人选成为教皇，我们如何解读这个“神迹”。 00:00 — The film Conclave likely never expected to gain such sudden real-world relevance after the death of Pope Francis, becoming one of the most talked-about movies of 2025 03:50 — In real life, the newly elected U.S.-born Pope Leo XIV admitted he watched Conclave before the actual conclave took place 04:40 — What is a "Conclave"? The term comes from Latin, meaning “a locked room” — referring to the centuries-old papal election ritual that dates back to the 13th century 06:15 — Black smoke or white smoke: the ancient visual signals used to announce papal election results. In earlier centuries, cardinals were even locked in and given limited food to force a decision 11:30 — First impressions: the film is mysterious yet funny. The political dynamics of the Vatican strangely resemble cafeteria geopolitics. The main character, Lawrence, comes across like an exhausted VP cleaning up institutional messes 19:13 — Lawrence wants to resign. The previous Pope calls him a “farm manager” rather than a “shepherd” — sparking a discussion on the tension between institutional maintenance and spiritual leadership. The hosts go meta, reflecting on their own relationship to faith and public engagement in recent years 30:30 — A line from Lawrence resonates: “Certainty is the great enemy of unity, the deadly enemy of tolerance.” The hosts explore how this speaks to contemporary political polarization and collective fatigue — and continue the meta reflection 50:00 — A key female character is introduced: Sister Agnes, a perceptive “invisible” figure operating outside the official structure. The hosts dig into why they keep returning to the role of women in the film 01:03:10 — Final act discussion: an unexpected figure is elected Pope — how do we interpret this so-called “miracle”? 【拓展链接 The Links】 Inside the Politics of the Papal Conclave – The New York Times (May 4, 2025) How a Film About the Pope Became Reality – The New York Times (April 21, 2025) Campaigning for the Papacy? Vatican Grapples With the Unspoken – The New York Times (April 28, 2025) 【疲惫红书 CyberRed】 除了播客以外，疲惫娇娃的几个女的在小红书上开了官方账号，我们会不定期发布【疲惫在读】、【疲惫在看】、【疲惫旅行】、【疲惫Vlog】等等更加轻盈、好玩、实验性质的内容。如果你想知道除了播客以外我们在关注什么，快来小红书评论区和我们互动。 Apart from the podcast, we have set up an official account on Xiaohongshu. We will periodically post content such as “CyberPink Reading,” “CyberPink Watching,” “CyberPink Traveling,” “CyberPink Vlog,” and more. Those are lighter, more fun, and more experimental stuff about our lives. Leave us some comments on Xiaohongshu!

This week, Hammond Chamberlin is back, and he brought an early 2000s action movie to the podcast. China Strike Force was released in 2000, starring Aaron Kwok, Mark Dacascos and Coolio. So, does this one belong in the conversation with other Hip Hop/Kung Fu crossovers like Cradle 2 the Grave or Romeo Must Die, or is it just some low budget schlock? And how good is the stunt work? Let's find out...Find Hammond at https://jhammondc.com/ and look for the new show The Art of Action which he produces, coming soonThanks go out to Audie Norman (@TheAudieNorman) for the album art. Outro music In Pursuit provided by Purple-Planet.comSupport the show by going to patreon.com/wyhsVisit tvstravis.com for more shows and projects from TVsTravis Hosted on Acast. See acast.com/privacy for more information.

The National Security Hour with Col. Mike and Dr. Mike – On the issue of China, Mr. Skousen underlined the utter idiocy of the United States ever dealing with China as if it were simply another, very large foreign country. All the decades of economic and political support that the United States has given China support since Henry Kissinger surrendered to Beijing at the Vietnam war negotiations in Paris has...

On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side, citations to the "Geneva Consensus," and the news the U.S. will be partnering with Saudi Arabia and the UAE on AI investments in a move that may limit PRC influence in the region. From there: Reactions to a New York Times op-ed about divergent policy trajectories for the US and China, comments from Ding Xuexiang on accelerating technological self-reliance, and questions about the US retaining and recruiting global talent. At the end: Rogue communication devices are reportedly found in Chinese solar power inverters, and a word about diamonds.