Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,390)MarketsMarket Pulse(774)TechTech x VC(1,161)DivesDeep-Dives(1,033)Leadership(312)GeoGeopolitics(511)

Filters

0 selected

Content format0/6

Subject domain0/8

Subtopic0/23

Source0/7

Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 24 of 511

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 24 of 511

What Americans Need to Understand About China Ft. Kevin Rudd | 14 Jul 2026 | The Ezra Klein Show

> "He saw that the trend of Chinese history was China was a great power when it was a unified and able to keep foreign adversaries under control and divided; and China collapsed as a great power when neither of those propositions held true." - **Kevin Rudd** [[00:08:31](http://www.youtube.com/watch?v=DprKDXRlubw&t=0h8m31s)] > "It reminds me of that last scene in Orwell's novel with Winston, where he realizes as he…

Jul 15, 2026·China
What Americans Need to Understand About China Ft. Kevin Rudd | 14 Jul 2026 | The Ezra Klein Show

The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

> "The strong do what they will and the weak suffer what they must... both of those are radically decontextualized. Graham Allison made a book about the so-called Thucydides trap that drew on that first sentence... both of those are based on shallow decontextualized readings of this vast and brilliant work." - **Jonathan Kirshner** [[00:04:52](https://youtu.be/LQBCybgIyVI?t=04m52s)] > "Great powers are not…

Jul 15, 2026
·Geopolitics
The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

- > "The transfer of economic supremacy from Britain to the United States wasn't a single dramatic event... It was a slow grinding multigenerational process full of financial maneuvering, industrial brute force, two catastrophic world wars, and some of the most consequential backroom deals ever struck between nations." - **Narrator** [[00:00:36](https://youtu.be/93sqA9xIn9s&t=0m36s)] - > "By the time Britain…

Jul 14, 2026·Geopolitics
How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

Yanis Varoufakis | Closing Keynote | Thursday 18th June 2026 | Web3 Foundation

> "Politics is who does what to whom... who has the power to do to make you do stuff." - **Yanis Varoufakis** [[00:02:36](https://youtu.be/WZeuKyUs9hM?t=2m36s)] > "We have created machines and machinery—network machines—that are not produced means of production... these contraptions pack a remarkable new power: they are produced means of behavioral modification." - **Yanis Varoufakis**…

Jul 13, 2026·Geopolitics
Yanis Varoufakis | Closing Keynote | Thursday 18th June 2026 | Web3 Foundation

Louis-Vincent Gave: How China's AI Strategy Kills U.S. Tech Margins | 10 Jul 2026 | RiskReversal Pod

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** China’s forced strategic shift toward open-source artificial intelligence (AI) models—driven by U.S. chip restrictions—is commoditizing both AI software and hardware. This open-source strategy provides high-quality, ultra-low-cost alternatives globally, threatening to severely compress the exceptional profit margins and capital expenditure returns currently…

Jul 11, 2026·China
Louis-Vincent Gave: How China's AI Strategy Kills U.S. Tech Margins | 10 Jul 2026 | RiskReversal Pod

The UAE-Saudi Arabia feud explained | MEE Explains | 9 Jul 2026

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The historical rivalry between Saudi Arabia and the United Arab Emirates (UAE) has re-emerged as a major geopolitical fault line, driven by differing economic models, long-term oil monetization strategies, and contrasting approaches to regional stability. As Abu Dhabi increasingly asserts its autonomy from Riyadh's traditional hegemony, their divergent…

Jul 11, 2026·Geopolitics
The UAE-Saudi Arabia feud explained | MEE Explains |  9 Jul 2026

Iran's New Grand Strategy Ft. Vali Nasr | 9 Jul 2026 | Hidden Forces Podcast

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Iran's grand strategy and geopolitical conduct are fundamentally driven by a deeply entrenched sense of national insecurity, strategic isolation, and a 250-year history of foreign intervention, rather than religious or millenarian ideology. By misreading the Islamic Republic as an irrational, ideologically driven actor rather than a calculating chess player,…

Jul 9, 2026·Geopolitics
Iran's New Grand Strategy Ft. Vali Nasr | 9 Jul 2026 | Hidden Forces Podcast

Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins | 7 Jul 2026 | The Julia La Roche Show

> "the way we have liked to look at markets and the world up until now no longer works and that's because we are no longer in the previous architecture" - **Michael Every** [[04:00](https://youtu.be/XwGBMbI8oJI?si=UKBQoU1D7AO0E2os&t=4m0s)] > "everything is now about geopolitics and so if we start from that assumption... it can prepare you for some of these wild shocks" - **Michael Every**…

Jul 7, 2026·Geopolitics
Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins | 7 Jul 2026 | The Julia La Roche Show

Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

- > "We are a very complicated country with a very complicated relationship to family community... we are in freefall off a cliff. I don't know when we land." - **Jill Leapor** [[00:00:00](https://youtu.be/LBpPNvVLVmc?si=PkXBPrvU8v58uMM3&t=00h00m00s)] - > "The water runs to the Supreme Court, and then the Supreme Court has far more power than it was intended to have, which is a deformity of our politics." - **Jill…

Jul 5, 2026·Bloomberg
Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

- > "For me the most amazing fact about China now is that Shanghai is such an amazing city and no one wants to have kids." - **Dan Wang** [[00:01:07](https://youtu.be/KZgFugxgXws?si=HkE77Q3uxxuU_giM&t=00h01m01s)] - > "China and Ireland—China has slightly fewer immigrants than Ireland does... Ireland, a country of 6 million people, has about 1 million immigrants. China, 1.4 billion, has about 1 million immigrants."…

Jul 4, 2026·Geopolitics
What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

Japan’s Strategic Awakening Goldman Sachs (Jun 30, 2026) | Goldman Sachs

**Executive Summary: Japan's Structural Inflection Point** Forget the false dawns of the past. Goldman Sachs declares that Japan is undergoing a genuine, durable structural awakening. Driven by an alignment of geopolitics, monetary normalization, and aggressive corporate reform, the world’s fourth-largest economy has entered a powerful new growth cycle. **1. The Macro & Geopolitical Redesign** Tokyo is quietly…

Jul 3, 2026·Geopolitics
Japan’s Strategic Awakening Goldman Sachs (Jun 30, 2026) | Goldman Sachs

This Month in Geopolitics: July 2026 | 1 July 2026 | Deutsche Bank Research Institute

**Executive Summary: Geopolitics in July 2026** - The July 2026 briefing from the Deutsche Bank Research Institute outlines a highly dynamic macroeconomic and geopolitical environment. The global landscape is characterized by the friction-filled aftermath of the Iran conflict, accelerating trade protectionism from both the US and EU, and structural realignments within Western security apparatuses and political…

Jul 3, 2026·Geopolitics
This Month in Geopolitics: July 2026 | 1 July 2026 | Deutsche Bank Research Institute

The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

> "The burden of proof is on those who would assert that what we've been calling the Byzantine Empire is something other than the Roman Empire because all of our sources are very clear about this... it called itself the Roman Empire, its subjects were Roman citizens, they called themselves Romans all the way down through to the end and beyond." - **Anthony Kaldellis**…

Jul 2, 2026·Geopolitics
The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

- > "The Hundred Years' War is a shaking out of what these realms are going to be." - **Dan Jones** [[00:00:10](https://youtu.be/U-JP5GpZXUA?si=4Zb0HdzkdC-Zov7b&t=0h0m10s)] - > "Edward the Third found to bind together the new nobility, the new generation of nobles who were sort of his his friends, his allies... was foreign war." - **Dan Jones**…

Jul 2, 2026·Europe
The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

China's Economic Pessimism Amid Lying Flat, Involution and Falling Confidence | Taiwan Talks EP867

_Note: *Recorded on June 25, 2026 at 2:00pm Taiwan Standard Time_ **1. Executive Briefing (TL;DR)** - **The Core Thesis:** China’s state-driven economic framework is generating severe structural imbalances marked by oversupply and crashing domestic confidence, triggering a retail and real estate downturn. Faced with intensifying Western trade disputes and structural decoupling, Beijing is explicitly shifting its…

Jul 1, 2026·China
China's Economic Pessimism Amid Lying Flat, Involution and Falling Confidence | Taiwan Talks EP867

Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 | DW Documentary

> "We live with this horror that's stirred in us daily by the oceans of blood being spilled every hour and every minute... human beings are resilient they can endure anything." - **Irina Khoroshunova** [[00:00:56](https://youtu.be/3OXfXudTrrk?si=imwapq0naRNZyAz3&t=0h0m56s)] > "We won't enter the Russian cities they must die out completely we should have no pangs of conscience we're not playing nursemaid... there…

Jun 28, 2026·Documentary
Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 |  DW Documentary

Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

> "This is a battle of annihilation if we fail to grasp it as such in 30 years time we will face the communist enemy again" - **Adolf Hitler** [[00:03:23](http://www.youtube.com/watch?v=4FS34HAYgdo&t=03m23s)] > "Attack is everything again and again heavy weapons fire powder iron bombs and grenades we are throwing everything we have at the Russians i predict that in four to 5 weeks time our flag will be hoisted on…

Jun 28, 2026·Documentary
Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

Ian Bremmer: America, Iran, and a World in Turmoil | 25 Jun 2026 | Foreign Affairs Interview

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The Trump administration’s military conflict with Iran represents a massive foreign policy failure driven by a severe miscalculation of Iranian resilience and leverage over global energy chokepoints. This dynamic is accelerating the fragmentation of the global order into a decentralized, "G-Zero" world where geographic monopolies are weaponized, peak…

Jun 27, 2026·Geopolitics
Ian Bremmer: America, Iran, and a World in Turmoil | 25 Jun 2026 | Foreign Affairs Interview

Iran war 'the end' for Trump: Tucker Carlson on Musk, MAGA & the UK | 25 Jun 2026

- **Interviewee:** Tucker Carlson, prominent US political commentator and podcaster. - **Interviewer:** Sophie (Sky News). - **Context:** An hour-long interview recorded shortly after the United States and Iran signed a memorandum of understanding following an armed conflict. The conversation details Carlson's break from Donald Trump, the collapse of the MAGA movement, the erosion of Western democracy, and social…

Jun 27, 2026·Geopolitics
Iran war 'the end' for Trump: Tucker Carlson on Musk, MAGA & the UK | 25 Jun 2026

Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

- **Host:** Ambassador Pankaj Saran, Co-founder of NatStrat, former diplomat. - **Guest:** Dr. Samir Saran, President of the Observer Research Foundation (ORF), creator of the Raisina Dialogue, and Chair of the Global Future Council at the World Economic Forum. **The Evolution of Indian Think Tanks & Samir Saran's Journey** - **Career Transition:** Samir Saran spent 14 years in the private sector across diverse…

Jun 27, 2026·Geopolitics
Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

Fireside Chat with Prince Faisal Bin Farhan Bin Abdullah Al Saud (Minister of Foreign Affairs, Saudi Arabia) | 18 Jun 2026 |

- **Speaker:** His Excellency Prince Faisal bin Farhan Al Saud, Foreign Minister of the Kingdom of Saudi Arabia [[00:00:00](http://www.youtube.com/watch?v=ov0jVc-Z6cc&t=00h00m00s)] - **Interviewer/Moderator:** Representative from the European Council on Foreign Relations (ECFR) [[00:00:00](http://www.youtube.com/watch?v=ov0jVc-Z6cc&t=00h00m00s)] - **Context:** Fireside chat hosted by the ECFR in Vienna, marking the…

Jun 25, 2026·Geopolitics
Fireside Chat with Prince Faisal Bin Farhan Bin Abdullah Al Saud (Minister of Foreign Affairs, Saudi Arabia) | 18 Jun 2026 |

John Mearsheimer: Making it Make Sense | Talking Post with Yonden Lhatoo | 23 Jun 2026 | South China Morning Post

_Note: This interview was recorded on June 17, 2026 in Hong Kong._ - **John Mearsheimer [[00:00:00](https://youtu.be/WqLfsxWHq5Y?t=0m0s)]:** Respected American political scientist, leading international relations scholar, and pioneer of the theory of **offensive realism**. - **Yonden Lhatoo [[00:01:04](https://youtu.be/WqLfsxWHq5Y?t=1m4s)]:** Host of *Talking Post* for the *South China Morning Post* (SCMP),…

Jun 23, 2026·Geopolitics
John Mearsheimer: Making it Make Sense | Talking Post with Yonden Lhatoo | 23 Jun 2026 | South China Morning Post

H.R. McMaster: Deterrence, War, and American Resolve | 19 Jun 2026 | Hoover Institution

- Watch Part I: • # H.R. McMaster: The Greatest Threats to American Security [Part 1](https://www.youtube.com/watch?v=dW4bvKxLwHE&pp=0gcJCR0AztywvtLA) - Watch Part II: • # H.R. McMaster: The Pitfalls of American Strategy [Part 2](https://www.youtube.com/watch?v=hB1v2oQOqYk) > "What is provocative to our adversaries is the perception of weakness." - **H.R. McMaster**…

Jun 23, 2026·Geopolitics
H.R. McMaster: Deterrence, War, and American Resolve | 19 Jun 2026 |  Hoover Institution

H.R. McMaster: The Greatest Threats to American Security & The Pitfalls of American Strategy | Part 1 & 2 | 19 Jun 2026 Hoover Institution

- Watch Part I: [• H.R. McMaster: The Greatest Threats to Ame...](https://www.youtube.com/watch?v=dW4bvKxLwHE&pp=0gcJCR0AztywvtLA) - Watch Part II: [• H.R. McMaster: The Pitfalls of American St...](https://www.youtube.com/watch?v=hB1v2oQOqYk) **Quotes** - > "We are in a period of significant danger because we had that period of overconfidence that was a setup for those disappointments of the unanticipated length…

Jun 23, 2026·Geopolitics
H.R. McMaster: The Greatest Threats to American Security & The Pitfalls of American Strategy | Part 1 & 2 | 19 Jun 2026 Hoover Institution
Source
ChinaGeopoliticsMacro / Economics
+11 more tag
Podcast

What Americans Need to Understand About China Ft. Kevin Rudd | 14 Jul 2026 | The Ezra Klein Show

"He saw that the trend of Chinese history was China was a great power when it was a unified and able to keep foreign adversaries under control and divided; and China collapsed as a great power when neither of those propositions held true." - Kevin Rudd [00:08:31]

"It reminds me of that last scene in Orwell's novel with Winston, where he realizes as he…

View Full Article
UJ
Jul 15, 2026
Source
GeopoliticsHistoryPodcast

The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

"The strong do what they will and the weak suffer what they must... both of those are radically decontextualized. Graham Allison made a book about the so-called Thucydides trap that drew on that first sentence... both of those are based on shallow decontextualized readings of this vast and brilliant work." - Jonathan Kirshner [00:04:52]

"Great powers are not…

Source
GeopoliticsHistoryKnowledge Bytes

How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

  • "The transfer of economic supremacy from Britain to the United States wasn't a single dramatic event... It was a slow grinding multigenerational process full of financial maneuvering, industrial brute force, two catastrophic world wars, and some of the most consequential backroom deals ever struck between nations." - Narrator [00:00:36]

  • "By the time Britain…

Source
GeopoliticsKnowledge BytesOthers
+11 more tag
Podcast
Source
ChinaGeopoliticsMarkets & Investments
+11 more tag
Podcast
Source
GeopoliticsMiddle EastPodcast

The UAE-Saudi Arabia feud explained | MEE Explains | 9 Jul 2026

1. Executive Briefing (TL;DR)

  • The Core Thesis: The historical rivalry between Saudi Arabia and the United Arab Emirates (UAE) has re-emerged as a major geopolitical fault line, driven by differing economic models, long-term oil monetization strategies, and contrasting approaches to regional stability. As Abu Dhabi increasingly asserts its autonomy from Riyadh's traditional hegemony, their divergent…
Source
GeopoliticsMiddle EastPodcast

Iran's New Grand Strategy Ft. Vali Nasr | 9 Jul 2026 | Hidden Forces Podcast

1. Executive Briefing (TL;DR)

  • The Core Thesis: Iran's grand strategy and geopolitical conduct are fundamentally driven by a deeply entrenched sense of national insecurity, strategic isolation, and a 250-year history of foreign intervention, rather than religious or millenarian ideology. By misreading the Islamic Republic as an irrational, ideologically driven actor rather than a calculating chess player,…
Source
GeopoliticsPodcast

Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins | 7 Jul 2026 | The Julia La Roche Show

"the way we have liked to look at markets and the world up until now no longer works and that's because we are no longer in the previous architecture" - Michael Every [04:00]

"everything is now about geopolitics and so if we start from that assumption... it can prepare you for some of these wild shocks" - Michael Every…

Source
BloombergGeopoliticsOthers
+22 more tags
Podcast
Source
BloombergChinaGeopolitics
+22 more tags
Markets & Investments
Source
GeopoliticsJapanMacro / Economics
Source
GeopoliticsMacro / Economics
Source
GeopoliticsHistoryPodcast

The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

"The burden of proof is on those who would assert that what we've been calling the Byzantine Empire is something other than the Roman Empire because all of our sources are very clear about this... it called itself the Roman Empire, its subjects were Roman citizens, they called themselves Romans all the way down through to the end and beyond." - Anthony Kaldellis…

Source
EuropeGeopoliticsHistory
+11 more tag
Podcast
Source
ChinaGeopoliticsMacro / Economics
+11 more tag
Outlook / Update
Source
DocumentaryGeopoliticsHistory

Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 | DW Documentary

"We live with this horror that's stirred in us daily by the oceans of blood being spilled every hour and every minute... human beings are resilient they can endure anything." - Irina Khoroshunova [00:00:56]

"We won't enter the Russian cities they must die out completely we should have no pangs of conscience we're not playing nursemaid... there…

Source
DocumentaryEuropeGeopolitics
+11 more tag
History
Source
GeopoliticsPodcast

Ian Bremmer: America, Iran, and a World in Turmoil | 25 Jun 2026 | Foreign Affairs Interview

1. Executive Briefing (TL;DR)

  • The Core Thesis: The Trump administration’s military conflict with Iran represents a massive foreign policy failure driven by a severe miscalculation of Iranian resilience and leverage over global energy chokepoints. This dynamic is accelerating the fragmentation of the global order into a decentralized, "G-Zero" world where geographic monopolies are weaponized, peak…
Source
GeopoliticsPodcast

Iran war 'the end' for Trump: Tucker Carlson on Musk, MAGA & the UK | 25 Jun 2026

  • Interviewee: Tucker Carlson, prominent US political commentator and podcaster.
  • Interviewer: Sophie (Sky News).
  • Context: An hour-long interview recorded shortly after the United States and Iran signed a memorandum of understanding following an armed conflict. The conversation details Carlson's break from Donald Trump, the collapse of the MAGA movement, the erosion of Western democracy, and social…
Source
GeopoliticsIndiaPodcast

Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

  • Host: Ambassador Pankaj Saran, Co-founder of NatStrat, former diplomat.
  • Guest: Dr. Samir Saran, President of the Observer Research Foundation (ORF), creator of the Raisina Dialogue, and Chair of the Global Future Council at the World Economic Forum.

The Evolution of Indian Think Tanks & Samir Saran's Journey

  • Career Transition: Samir Saran spent 14 years in the private sector across diverse…
Source
GeopoliticsMiddle EastPodcast

Fireside Chat with Prince Faisal Bin Farhan Bin Abdullah Al Saud (Minister of Foreign Affairs, Saudi Arabia) | 18 Jun 2026 |

  • Speaker: His Excellency Prince Faisal bin Farhan Al Saud, Foreign Minister of the Kingdom of Saudi Arabia [00:00:00]
  • Interviewer/Moderator: Representative from the European Council on Foreign Relations (ECFR) [00:00:00]
  • Context: Fireside chat hosted by the ECFR in Vienna, marking the…
Source
GeopoliticsPodcast

John Mearsheimer: Making it Make Sense | Talking Post with Yonden Lhatoo | 23 Jun 2026 | South China Morning Post

Note: This interview was recorded on June 17, 2026 in Hong Kong.

  • John Mearsheimer [00:00:00]: Respected American political scientist, leading international relations scholar, and pioneer of the theory of offensive realism.

  • Yonden Lhatoo [00:01:04]: Host of Talking Post for the South China Morning Post (SCMP),…

Source
GeopoliticsPodcastUS

H.R. McMaster: Deterrence, War, and American Resolve | 19 Jun 2026 | Hoover Institution

  • Watch Part I: • # H.R. McMaster: The Greatest Threats to American Security Part 1
  • Watch Part II: • # H.R. McMaster: The Pitfalls of American Strategy Part 2

"What is provocative to our adversaries is the perception of weakness." - H.R. McMaster…

Source
GeopoliticsPodcast

H.R. McMaster: The Greatest Threats to American Security & The Pitfalls of American Strategy | Part 1 & 2 | 19 Jun 2026 Hoover Institution

  • Watch Part I: • H.R. McMaster: The Greatest Threats to Ame...
  • Watch Part II: • H.R. McMaster: The Pitfalls of American St...

Quotes

  • "We are in a period of significant danger because we had that period of overconfidence that was a setup for those disappointments of the unanticipated length…

View Full Article
UJ
Jul 15, 2026
View Full Article
UJ
Jul 14, 2026

Yanis Varoufakis | Closing Keynote | Thursday 18th June 2026 | Web3 Foundation

"Politics is who does what to whom... who has the power to do to make you do stuff." - Yanis Varoufakis [00:02:36]

"We have created machines and machinery—network machines—that are not produced means of production... these contraptions pack a remarkable new power: they are produced means of behavioral modification." - Yanis Varoufakis…

View Full Article
UJ
Jul 13, 2026

Louis-Vincent Gave: How China's AI Strategy Kills U.S. Tech Margins | 10 Jul 2026 | RiskReversal Pod

1. Executive Briefing (TL;DR)

  • The Core Thesis: China’s forced strategic shift toward open-source artificial intelligence (AI) models—driven by U.S. chip restrictions—is commoditizing both AI software and hardware. This open-source strategy provides high-quality, ultra-low-cost alternatives globally, threatening to severely compress the exceptional profit margins and capital expenditure returns currently…
View Full Article
UJ
Jul 11, 2026
View Full Article
UJ
Jul 11, 2026
View Full Article
UJ
Jul 9, 2026
View Full Article
UJ
Jul 7, 2026
US

Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

  • "We are a very complicated country with a very complicated relationship to family community... we are in freefall off a cliff. I don't know when we land." - Jill Leapor [00:00:00]

  • "The water runs to the Supreme Court, and then the Supreme Court has far more power than it was intended to have, which is a deformity of our politics." - **Jill…

View Full Article
UJ
Jul 5, 2026
Podcast

What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

  • "For me the most amazing fact about China now is that Shanghai is such an amazing city and no one wants to have kids." - Dan Wang [00:01:07]

  • "China and Ireland—China has slightly fewer immigrants than Ireland does... Ireland, a country of 6 million people, has about 1 million immigrants. China, 1.4 billion, has about 1 million immigrants."…

View Full Article
UJ
Jul 4, 2026
+1
1 more tag
Report, Blogs & Insights

Japan’s Strategic Awakening Goldman Sachs (Jun 30, 2026) | Goldman Sachs

Executive Summary: Japan's Structural Inflection Point

Forget the false dawns of the past. Goldman Sachs declares that Japan is undergoing a genuine, durable structural awakening. Driven by an alignment of geopolitics, monetary normalization, and aggressive corporate reform, the world’s fourth-largest economy has entered a powerful new growth cycle.

1. The Macro & Geopolitical Redesign Tokyo is quietly…

View Full Article
UJ
Jul 3, 2026
Report, Blogs & Insights

This Month in Geopolitics: July 2026 | 1 July 2026 | Deutsche Bank Research Institute

Executive Summary: Geopolitics in July 2026

  • The July 2026 briefing from the Deutsche Bank Research Institute outlines a highly dynamic macroeconomic and geopolitical environment. The global landscape is characterized by the friction-filled aftermath of the Iran conflict, accelerating trade protectionism from both the US and EU, and structural realignments within Western security apparatuses and political…
View Full Article
UJ
Jul 3, 2026
View Full Article
UJ
Jul 2, 2026

The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

  • "The Hundred Years' War is a shaking out of what these realms are going to be." - Dan Jones [00:00:10]

  • "Edward the Third found to bind together the new nobility, the new generation of nobles who were sort of his his friends, his allies... was foreign war." - Dan Jones…

View Full Article
UJ
Jul 2, 2026

China's Economic Pessimism Amid Lying Flat, Involution and Falling Confidence | Taiwan Talks EP867

Note: *Recorded on June 25, 2026 at 2:00pm Taiwan Standard Time

1. Executive Briefing (TL;DR)

  • The Core Thesis: China’s state-driven economic framework is generating severe structural imbalances marked by oversupply and crashing domestic confidence, triggering a retail and real estate downturn. Faced with intensifying Western trade disputes and structural decoupling, Beijing is explicitly shifting its…
View Full Article
UJ
Jul 1, 2026
View Full Article
UJ
Jun 28, 2026

Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

"This is a battle of annihilation if we fail to grasp it as such in 30 years time we will face the communist enemy again" - Adolf Hitler [00:03:23]

"Attack is everything again and again heavy weapons fire powder iron bombs and grenades we are throwing everything we have at the Russians i predict that in four to 5 weeks time our flag will be hoisted on…

View Full Article
UJ
Jun 28, 2026
View Full Article
UJ
Jun 27, 2026
View Full Article
UJ
Jun 27, 2026
View Full Article
UJ
Jun 27, 2026
View Full Article
UJ
Jun 25, 2026
View Full Article
UJ
Jun 23, 2026
View Full Article
UJ
Jun 23, 2026
View Full Article
UJ
Jun 23, 2026