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What's behind Japan and the US Treasury intervening to buy Yen? Will Japan join China in dumping US Treasury bonds? Who'll make up the loss this time? What it means for the US deficit and Fed interest rates.
The AI bubble: more evidence of fragility as competition intensifies internally and from China. How China's openAI and Deepseek AI model is destabilizing the AI market. Show concludes with latest on Iran and Ukraine wars: why Trump TACO-ed again and Iran's deal with Oman to open the strait of Hormuz on its terms. Why the US can't even get a proxy war going in the region. Finally, what are the facts behind the western media propaganda campaign that Russia's losing the war in Ukraine.