Ulti

https://www.cnbc.com/2025/06/13/israel-iran-conflict-why-tehran-wont-block-the-hormuz-strait.html just an opinion

https://podcasts.apple.com/us/podcast/bloomberg-talks/id1690236827?i=1000712490392 Jeffery Gundlach talks us treasuries

+1 I have not done this, but have visited Yad Vashem in Israel.. Can’t describe in words. https://www.yadvashem.org as for solutions to the current Gazan war I still think Tom Friedman has the best perspective on what’s going on , consequences and solutions https://podcasts.apple.com/us/podcast/tom-friedman-will-israels-war-ever-end/id1762898126?i=1000710403406 one can feel deepest sympathy for the Palestinian civilians ( also Syrians under Assad for example)… deepest sympathy for the Israel citizens and the horrific events of Oct 7 and aftermath…and despise both Hamas and the current Israeli government and right wing extremism that is currently in power…

https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000711194839 excellent discussion with a longtime bankruptcy and restructuring expert on us debt , state of private equity and how President Trump negotiates

https://podcasts.apple.com/us/podcast/dan-dicker-the-great-oil-reckoning/id1594407589?i=1000709551825 Excellent interview with Daniel Dicker seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets.

https://www.businessinsider.com/famous-people-jeffery-epstein-money-manager-sexual-trafficking-connected-2019-7?op=1#barclays-ceo-jes-staley-is-under-investigation-by-british-authorities-because-of-his-friendship-with-epstein-15 BG has got good company

https://podcasts.apple.com/us/podcast/nouriel-roubini-talks-tariffs-dollar-and-global-relations/id1690236827?i=1000704954988 interesting take in that the US has 1st mover in the AI / tech space and production growth will continue to increase in spite of bad trade and migration policies

https://www.theatlantic.com/technology/archive/2025/04/american-panopticon/682616/?gift=TGgP34XZPBAppowZPOH7p5jzNMySnN_SHwGvcTM4tv4&utm_source=copy-link&utm_medium=social&utm_campaign=share Data surveillance under DOGE… pooling of data in citizens and the dream of the everything app

https://www.molsonhart.com/blog/america-underestimates-the-difficulty-of-bringing-manufacturing-back

My bad … I did research but was researching nuclear research reactors and saw the vast majority have been decommissioned in Germany https://en.m.wikipedia.org/wiki/List_of_nuclear_research_reactors In his conversation with Eisman , Wolfgang mentioned there used to be an abundance of nuclear research facilities, and then he extrapolated and said there was only three people researching nuclear sciences. His main point being there’s not enough energy being produced in Germany for any type of AI research . What peaked my interest was that of the 3 or 4 operational research facilities listed in Germany a couple of have listed 0 kW of production. And that is a question for a buddy of mine’s daughter who’s getting a post doctorate in nuclear fusion.

“It was a big industry. Today there are only three professors in Germany who research in nuclear sciences. Wow. Three. There are 150 professors in gender studies in Germany.” From The Eisman Playbook: Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau, Apr 21, 2025 https://podcasts.apple.com/us/podcast/kaput-dissecting-europes-economic-struggles-with/id1806975494?i=1000704322325&r=2513 The above quote is talking about the nuclear energy industry in Germany. It’s hilarious if it wasn’t so sad. Excellent podcast on the trials and tribulations of Germany and Europe

https://podcasts.apple.com/us/podcast/big-short-crew-talk-market-turmoil-tariffs-and/id1806975494?i=1000702552029 this was an interview done with his old partners the same day…

From my reading, Martin touched on, lack of technology, advancement innovation, regulations, and said that eastern Asia, with the exception of Japan recently was undergoing something similar. It seems he was able to talk about the US due to it reserve status massive depth spending Etc. I’m sure he could’ve opined much more on British and European economic faults, but the vast majority of the interview was purposely US centric. Perhaps this will help https://www.ft.com/content/3e504036-e9ee-4757-baf9-47fdccbf340c Transcript: Martin Wolf on the UK economy: ‘Why I’m worried’ hopefully not behind a wall

https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000704277854 excellent interview with Martin Wolf of the FT

A buddy was just in Costa Rica and said the place was “ chock full “ of Canadians… They were one of a very few Americans

https://www.reuters.com/breakingviews/buyout-barons-are-finance-now-good-ill-2025-04-17/ https://finance.yahoo.com/news/vanguard-blackstone-wellington-partner-private-220000334.html Personally, I don’t think this helps the average investor/ person

https://finance.yahoo.com/news/trump-adviser-wants-rewrite-global-154157647.html interesting read .. and associated with Harvard

Back to tariffs https://ritholtz.com/2025/04/what-are-the-best-worst-case-tariff-scenarios/ Gaming out odds of different scenarios… who knows?

There are a few out there; while politicians; seem to keep their nose to the grind so to speak… and it’s funny that dems like Newsom and Belshear are starting their own podcasts Meanwhile https://thehill.com/homenews/campaign/5248671-ocasio-cortez-sanders-tour/

There are a few out there; while politicians; seem to keep their nose to the grind so to speak… and it’s funny that dems like Newsom and Belshear are starting their own podcasts

G… for mortal investors like me; I just think that whether you like or dislike Trump is immaterial… There seems to be change in the air and caution is warranted…. It is interesting to follow both the doomers with their fearless rebranding leadership of AOC Sanders and Newsom.and theMAGAs …. What ever happened to good old moderate/ moderate conservative corrupt politicians? Haha

I respectfully have to disagree….1) I respect all opinions on this board even yours G’s and Cubsfan as well as many others…2) a lot of what’s been posted since the election is opinion and , to paraphrase Howard Marks, we don’t know what is going to happen. 3) reading the various opinions has helped me navigate the current investing environment… I am essentially flat for the year with 40% cash.. I could be very wrong but I am confident. Hopefully all will continue to post their opinions with respect .. To paraphrase the Macy’s expert.. Cheers

https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000703567582 Javier Blas … commodities reporter from Bloomberg… Sounds like the rare earth metal ban is a big nothing burger… Kinda like all that critical/ rare metals stuff from Ukraine and Greenland that he’s talked about

And it sounds like I need to read up on the Fairfax thread

But don’t these “golden oldies“ realize that changes are getting ready to hit them in the ass? I know all my old friends down. Here are realizing that changes rapidly happening and they’re gonna have to adapt… It’s just not the way it was. And this is irregardless of whatever political persuasion you are.