No Agenda Episode 1897 - "Caconian"

  No Agenda Episode 1897 - "Caconian"
    "Caconian"
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  Credits
    Caconian
    Executive Producers:
      Lasse Jensen
      Brett Carrothers
      SIR VICTOR, BARRON OF THE WILLAMETTE VALLEY.
      Sir Nate the Rogue
      Cory MacDonald
      Sir Keith "Big" Johnson
      Dennis
      anonymous
      Elizabeth Johnson
      zadoc brown III
      joshua johnson
      Sir Robertson of Two Sticks.
      Cyril Beatty
      NO AGENDA SHOP
    Associate Executive Producers:
      Manuka Gold
      Eli the Coffee Guy
      Scot Kinney
      Linda Lupatkin
    Knights and Dames:
      Brett Carrothers > Sir Tree Daddy of Hard-to-Say
      joshua johnson > Sir Double J
      zadoc brown III > sir foam of the danbar
    Order of the Ant (JCD memorial):
      Lasse Jensen
      Brett Carrothers
      SIR VICTOR, BARRON OF THE WILLAMETTE VALLEY.
      Sir Nate the Rogue
      Cory MacDonald
      Sir Keith "Big" Johnson
      Dennis
      anonymous
      Elizabeth Johnson
      zadoc brown III
      joshua johnson
      Sir Robertson of Two Sticks.
      Cyril Beatty
      NO AGENDA SHOP
    End of Show Mixes:
      Jus Baker
      Sir Chris Wilson
    Art By: Parker Paulie, a Black Knight
    Mark van Dijk - Systems Master
    Ryan Bemrose - Program Director
    Back Office Jae Dvorak
    Chapters: Dreb Scott
    Clip Custodian: Neal Jones
    Clip Collectors: Steve Jones & Dave Ackerman
    No Agenda Peerage
    RSS Podcast Feed
  Cover Art
    Art By: Parker Paulie, a Black Knight
  Shownotes
    Adam is joined by Rob Dew, Sir Dewcifer for your media deconstruction
    ----------------------------------------------------------------------------------------------------------------------------------
    00 ⛽ HORMUZ - THE DOUBLE BLOCKADE
      The strait everyone is arguing about is not where the oil is going. Trump claims total success, CBS confirms the stealth convoy from CENTCOM and the Navy — then takes the shine off it — Admiral Stavridis reframes it as a tale of two blockades with a clock on it, and PBS asks whether the Navy still has the ammunition to keep doing this.
      📰 Articles & links (read/context — above the clips)
        CNBC — U.S. military says it aided passage of 660 million barrels of oil through Strait of Hormuz since May
        France24 LIVE — Hormuz shipping traffic falls as Iran-US talks stall
      Clips — 10
      00 The Tale Of Two Blockades
        01 01- Trump - the strait is open and the blockade has been 100 percent successful
          Source
          📺 01- Trump (?)
          Trump says the strait is open and a lot of boats are coming through, and that the press is not reporting it. He calls the naval blockade extremely effective — no boats have got into Iran — then hedges that it will either go extremely well and oil will "drop like a rock" or they carry on exactly as they are.
        02 02- Adm Stavridis - it is a tale of two blockades months but not years
          Source
          📺 02- Adm Stavridis (?)
          The anchor lays in the evidence that economic pressure is working — the UAE has suspended all trade with Iran, and Iran's own foreign minister says the US blockade has driven shortages and price rises — and that CNN's sources say this, not the military campaign, is now the administration's focus.
        03 01- Col Jernigan - CENTCOM quietly moves 10m barrels a day down the Omani route
          Source
          📺 01- Col Jernigan (?)
          Fox Business puts the reporting to a Marine colonel: Iran is losing control of the strait, CENTCOM has quietly guided 10 million barrels of oil a day down a lane hugging the Omani coast, more than 80% of the liquids transiting Hormuz in the past two weeks have taken it, that is about two-thirds of pre-war levels
        04 01- Analyst - the Strait of Hormuz is not this magical place
          Source
          📺 01- Analyst (?)
          An energy analyst explains that Iran is working to keep the risk high along the US-facilitated Omani lane that ships now use to hug the coast and leave the Gulf without entering Iranian waters — and that he does not expect Iran to give that mission up.
      01 The Convoy Confirmed
        01 01- CBS confirms the stealth convoy from CENTCOM and the Navy
          Source
          📺 CBS News (MSM)
          CBS News senior national security correspondent Charlie Daggett, live: he can confirm the Axios stealth-convoy report from his own sources at Central Command and the Navy — the US military is escorting empty tankers in and loaded ones out, and has been repeatedly intercepting Iranian drones and missiles aimed at those ships. Trump's "the blockade has been 100 percent successful" is the setup. (CBS)
        02 02- But nothing like the pre-war free flow and we never policed it
          Source
          📺 CBS News (MSM)
          Daggett takes the shine off his own scoop: the July campaign degraded Iran's targeting, satellite imagery shows an elephant walk of cargo ships in the south of the strait — but he will not stand up the tanker count, the blockade is still in place, this is nowhere near pre-war traffic, and the United States was never responsible for policing that waterway. (CBS)
        03 01- RBC Croft do the Iranians think they can outlast us
          Source
          📺 YouTube (clip)
          CNBC brings in RBC's head of global commodity strategy and asks whether this sanctions chapter is genuinely different, given decades of them. Her answer reframes it: Iran is already one of the most sanctioned countries on earth, so the real question is whether the leadership believes it can outlast us
        04 02- Iran still has significant disruptive capabilities
          Source
          📺 YouTube (clip)
          Asked whether the newfound posture works, Croft says Iran is *still* firing on ships in the Strait. Yes, the US is escorting some ships down the Omani channel — but Iran retains the ability to fire missiles at ships and drone-strike infrastructure, and she points at Kuwait, where power plants and desalination facilities have been hit.
      02 The Depleted Arsenal
        01 01- Patriots down from 2330 to 800 and long-range missiles 900 to 220
          Source
          📺 YouTube (clip)
          PBS NewsHour moderator Nick Schifrin lays out the inventory: before the war the US had about 2,330 Patriot interceptors and today it has 800; ground-launched long-range attack weapons have gone from as many as 900 to as few as 220. CSIS tracks the figures and a US official tells him they are largely accurate. (PBS NewsHour)
        02 02- 800 billion a year and still a shortage - the Last Supper and the peace dividend
          Source
          📺 YouTube (clip)
          Schifrin puts the obvious question to Bill LaPlante, Under Secretary of Defense for Acquisition and Sustainment under Biden: the Pentagon's budget this year is more than $800 billion, the administration is asking for $1.5 trillion partly to fix the munitions shortfall
    01 🇨🇦 THE TRADE WAR
      Three tariff fronts in one week. Canada goes dollar for dollar at midnight, the administration rebuilds the tariffs on Section 301 after the Supreme Court took IEEPA away, and the cattlemen get told 300,000 tons of foreign ground beef is coming to lower their prices for them.
      📰 Articles & links (read/context — above the clips)
        CNBC — Ray Dalio says Bessent's debt buyback fits a pattern that can signal a forthcoming crisis
      Clips — 24
      00 Steve - Canada Retaliates Dollar For Dollar
        01 ABC TW - Jonathan Karl, Rachel Scott 1- Canada to impose retaliatory tariff on US
          Source
          📺 ABC TW (?)
          ABC This Week: trade talks broke down over the weekend, triggering the new US tariffs, and Carney vows to match them dollar for dollar — declaring "America has changed." Rachel Scott at the White House on a breakdown in relations with the closest ally. (ABC This Week — Producer Steve)
      01 The Deal That Died At Midnight
        01 01- Greer announces it and the tariffs land on hockey sticks
          Source
          📺 YouTube (clip)
          Kate McKenna in Washington on how it fell apart less than an hour before midnight. The US Trade Representative announced it, framed it as Canada walking away from a great offer, and CBC rolls his statement. Then the damage: what took effect, on how much, on what, and where it lands.
        02 02- The CBC reads out the Prime Ministers statement
          Source
          📺 YouTube (clip)
          Susan Bonner hands to Ashley Burke in Ottawa — "the Prime Minister's response was swift." Burke lays out what Canada wanted (aluminium, steel, auto, lumber), then reads Carney's written words aloud, including the suspension and the accusation that lands on Washington.
        03 03- Ford breaks his silence tariff for tariff
          Source
          📺 YouTube (clip)
          The domestic squeeze. Ottawa was under pressure at home too — Manitoba's premier said Canada could get a better deal, and questioned whether putting American booze back on the shelves was giving up too much. Ontario's Doug Ford had gone quiet for days. Then he broke it.
        04 04- Half a point of GDP and the goods were chosen on purpose
          Source
          📺 YouTube (clip)
          CBC's senior business reporter on what it actually costs. It is worth about half a point of GDP, it will not land evenly, and — the part worth hearing twice — the product list was engineered.
        05 01- Trump says we have a deal with Canada
          Source
          📺 YouTube (clip)
          Thursday. Canada thinks it has dodged the tariffs. LeBlanc leaves Washington with the broad strokes and sounds confident. Carney — again in a statement, not on camera — claims the best terms in every strategic sector but will not say what they are. Then Trump declares it done.
        06 02- We almost need a different word than deal
          Source
          📺 YouTube (clip)
          No details were released and the question was already whether it would hold. An analyst says the quiet part — this is not a deal in any normal sense, it is something that can be torn up at will, and he names who would tear it. Then the deadline that ran out on Friday.
        07 01- The dueling statements read side by side
          Source
          📺 YouTube (clip)
          The host says there was real bonhomie going in, then reads both statements back to back — Greer's accusation first, then Carney's. Hearing them together is the whole story: two allies each telling their own public a different version of the same night.
        08 02- This is Canada we are fighting with
          Source
          📺 YouTube (clip)
          Bloomberg's panel on the collapse: the disbelief is that this is Canada — the closest ally and largest trading partner — on the receiving end of a 50% tariff, with the two governments issuing duelling statements the same night. (Bloomberg)
        09 01- Reaching back into a statute nobody has used
          Source
          📺 YouTube (clip)
          Hillman sets the pattern — Trump keeps reaching for old, never-used statutes. He did it with IEEPA, the Supreme Court struck that down, and the moment the ruling landed the administration went hunting through the statute book for anything else. What they dusted off for Canada was Section 338 of the Tariff Act of 1930.
        10 02- Not mentioned since 1949 and never used to impose a tariff
          Source
          📺 YouTube (clip)
          The host asks whether this is experimental — a first of its kind. Hillman confirms it, and goes further: this is part of Smoot-Hawley, the same 1930 act. It has rarely been invoked, has not been discussed since 1949, and has never been used to impose tariffs. Then why it went dormant — the whole point of it was solved by the GATT in 1947.
        11 01- The Supreme Court took the tools so they went looking for new ones
          Source
          📺 YouTube (clip)
          CNBC on the plumbing. The tariff agenda was knocked down by the Supreme Court, so the administration is forced to use other authorities. Section 338 is the new one for Canada; Section 301 is the bigger vehicle for rebuilding the rest — including a second investigation into "excess capacity" aimed at sixteen more economies.
        12 02- It sounds enormous and it is five percent
          Source
          📺 YouTube (clip)
          The American whisky industry says it has already lost 73% of its exports to Canada and does not want the retaliation cycle. Then CNBC deflates the whole thing: a 50% tariff on the closest neighbour sounds dramatic, but it covers about 5% of what the US buys from Canada, and much of it can simply be sourced elsewhere.
        13 01- Fifty percent on hockey sticks
          Source
          📺 YouTube (clip)
          CBC opens on the absurdity — the tariffs are taking a shot at something quintessentially Canadian. Then a man who actually makes the sticks. Ugo Lacasse of Forrest Hockey can follow the logic on wood and aluminium but not on this, and he has already watched a $150 stick land at $300 to $500 for an American customer.
      02 Section 301 The Statute They Are Rebuilding With
        01 01- John hands off to Gordon Chang and 2020 names Section 301
          Source
          📺 YouTube (clip)
          John introduces Gordon Chang — author, Chinese writer, twenty years in China — and can barely contain himself, saying Chang is not putting up with any crap. He rolls the PBS segment: a former State Department official calls the Houston consulate closure reckless and pointless.
        02 01- What Section 301 actually is
          Source
          📺 YouTube (clip)
          The Print explains the statute in plain English: Section 301 of the Trade Act of 1974 lets the US Trade Representative investigate and retaliate against unfair foreign trade practices — the authority the administration is rebuilding the tariffs on after the Supreme Court took IEEPA away. (The Print)
        03 02- Why they reached for it and the calendar that follows
          Source
          📺 YouTube (clip)
          The presenter marks the timing: twenty days before this, the Supreme Court had knocked out the legal basis for the reciprocal tariffs. Washington patched the hole with a flat 10% under Section 122, which broke the deals countries had already negotiated.
        04 01- The man who runs the investigations explains how they work
          Source
          📺 YouTube (clip)
          The anchor asks the US Trade Representative directly how fast these 301 investigations go and what has to come out of them. Greer describes his own agency's machinery — process-driven, transparent, hearings, public comment, findings.
        05 01- The Supreme Court took IEEPA then Section 122 expired at midnight
          Source
          📺 YouTube (clip)
          The anchor asks how much of the new tariffs is a reaction to the Supreme Court. A law dean lays out the ladder: the tariffs fell in February, the President moved to Section 122 for 150 days, those expired just after midnight, and now the administration goes to Section 301.
        06 02- Five different laws and this is what messy looks like
          Source
          📺 YouTube (clip)
          The dean carries on past 301 to Section 232 and the Section 338 move against Canada. The anchor gives up trying to keep the numbers straight and says so on air. The economist answers with the whole architecture — about five different laws, some from the 1930s, some from the 70s
        07 01- Where 301 came from stealing forcing evading
          Source
          📺 YouTube (clip)
          Eight years ago the same statute started the China trade war, and the President's trade adviser is on air to defend it. He reports what Lighthizer's 301 investigation actually found — economic espionage, forced technology transfer, state-owned acquisitions, export-control evasion.
        08 02- It is not a bargaining chip
          Source
          📺 YouTube (clip)
          Fox Business: the argument that these tariffs are not a negotiating posture to be traded away later — they are the policy itself, and the statute is being used as the permanent instrument rather than a lever. (Fox Business)
      03 Three Hundred Thousand Tons Of Ground Beef
        01 01- Rollins - Trump imports 300000 tons of ground beef to cut prices 25 percent
          Source
          📺 KCCI (?)
          KCCI, Des Moines: Trump has announced 300,000 metric tons of ground beef imported at lower tariffs for 90 days, with ground beef up 24% since January 2025. Agriculture Secretary Brooke Rollins, at the Iowa State Fair, defends it in her own voice as a 25% cut for the low-income families who rely on it. (KCCI)
        02 02- Iowa Cattlemen - you cannot turn a cow herd around in 90 days
          Source
          📺 KCCI (?)
          The Iowa Cattlemen's Association answers the Secretary: lowering beef prices does not come without a cost, and you cannot say you support farmers while inserting a foreign product into their market. With the US herd at a 75-YEAR LOW — which Rollins concedes on tape — Whaley says you cannot turn a cow herd around in 90 days; it takes two to three years. (KCCI)
    02 💵 FISCAL DOMINANCE
      The number, the man answering for it, and the strategist saying the fix already failed. Bessent makes a market in his own debt, the total crosses $40 trillion, and the crypto rally turns out to be a bet against the Treasury rather than a bet on a bill.
      📰 Articles & links (read/context — above the clips)
        CNBC — Ray Dalio: the debt buyback and what he tells investors to hold
      Clips — 24
      00 Steve - Medicare Insolvent In Seven Years
        01 CBS FTN - Margaret Brennan, Dr. Mehmet Oz -1- Medicare insolvent in 7 years
          Source
          📺 CBS FTN (?)
          ⭐ CBS Face the Nation: Margaret Brennan puts the $40 trillion debt to the CMS administrator and then the number underneath it — Medicare trustees project INSOLVENCY IN SEVEN YEARS, at which point payments get cut 11%. She tells Oz that waste, fraud and abuse housekeeping does not close a hole that size. (CBS Face the Nation — Producer Steve)
      01 The Treasury Twist
        01 01- We are going to make a market in these
          Source
          📺 YouTube (clip)
          Eisen asks Bessent to explain what he is trying to do by doubling the buybacks. He says the long end is thinly traded, that the market is missing underlying factors, and that Treasury will "make a market" in its own bonds. Asked how big it gets, he will not put a ceiling on it.
        02 02- What I would call a Treasury twist
          Source
          📺 YouTube (clip)
          Eisen raises the dependence on foreign bondholders and the yen intervention. Bessent says the market has "bad information," then hints twice that Treasury knows something the market does not — and names the play: a Treasury twist.
        03 03- Theres nothing magic about the forty trillion number
          Source
          📺 YouTube (clip)
          Eisen puts the $40 trillion debt to him as the fundamental that will win in the end. He says there is nothing magic about the number and the country can grow out of it, blames misinformation about the deficit, then lays out the case — tariff refunds are temporary, expensing factories is an investment, not spending
        04 01- Doubling the intervention and raising the stakes for rate hikes
          Source
          📺 YouTube (clip)
          Liesman lays out exactly what Treasury did and why analysts are sceptical. Buybacks go from $2bn to at least $4bn an operation; it is paid for with *more short-term bills*, against the advice of Treasury's own borrowing committee; and the shorter the debt, the more the interest bill moves with the Fed.
        05 02- Activist Treasury issuance and the man who named it is now on the Fed
          Source
          📺 YouTube (clip)
          Liesman puts a name on the practice — "activist Treasury issuance," coined in 2024 by Roubini and Stephen Miran to attack Yellen for exactly this. Their finding: it was worth a full percentage point of rate cuts. Then the twist — Miran went on to advise Trump and now sits on the Federal Reserve Board.
        06 03- Who criticized it Bessent criticized it Warsh criticized it
          Source
          📺 YouTube (clip)
          Liesman notes Yellen started the twist toward bill issuance and it never stopped. Then he asks his own question twice and answers it: the two men now running Treasury and the Fed both attacked this policy — and are now running it bigger.
        07 04- A thirty year mortgage refinanced into a six month ARM
          Source
          📺 YouTube (clip)
          Asked whether this builds confidence, Liesman reaches for the kitchen-table analogy — it is like paying off your 30-year mortgage with an adjustable-rate loan — and is corrected on air to make it worse: not five years, six months. Then the line that frames the whole segment.
        08 01- A bond is really just a fancy word for a loan
          Source
          📺 YouTube (clip)
          Sy asks him to start from the basics — what does a rising yield actually mean. Lynch builds it from nothing: a bond is a loan, the yield is the interest, and if the yield is rising it means lenders are demanding more to lend to the government.
        09 02- The AI build out is crowding the government out of the bond market
          Source
          📺 YouTube (clip)
          Sy asks about AI. Lynch says tech has borrowed half a trillion dollars this year for the build-out, and that this is not routine corporate borrowing — governments worldwide are now competing with hyperscalers for the same scarce capital, and the price of money goes up.
        10 03- What a thirty year yield does to your mortgage and your car loan
          Source
          📺 YouTube (clip)
          Sy asks the question the audience is asking — what has any of this got to do with me. Lynch runs it down to the household: mortgages past 6.6% and heading to 7, car loans, business loans, fewer hires, fewer factories, housing starts down. Then the close: the debt has doubled in ten years and the bill eventually comes due.
        11 01- Playing hedge fund manager and not Treasury secretary
          Source
          📺 YouTube (clip)
          Kernen asks whether Bessent putting the fear of God into traders is fair game. Liesman says a Treasury with $32 trillion to sell has to treat the market as a customer, not an opponent, and that announcing a buyback on the morning of a 20-year auction broke "regular and predictable." Santelli's rebuttal is in the same source if you want…
        12 01- What a stablecoin is and that it is backed by T-bills
          Source
          📺 YouTube (clip)
          The anchor starts from zero — a stablecoin is a crypto whose value is pegged to something, usually the dollar. Then the part that matters here: unlike Bitcoin, it holds reserves, and those reserves are cash or US short-term Treasuries — T-bills.
        13 02- The money backing them is parked in Treasury bills
          Source
          📺 YouTube (clip)
          Who actually issues these — Tether and Circle, more than 80% of the market between them. Then the reveal: the majority of the money backing those coins sits in US Treasury bills, and that is *why Washington is encouraging it* and passed the law over the summer. Closing on what it does for the dollar.
        14 01- What tokenized treasury debt actually is - EXPLAINER (NON-MSM)
          Source
          📺 YouTube (clip)
          Opens on the question itself and sets the baseline — government debt is one of the oldest and largest markets in the world, traded through banks, brokers and clearinghouses, settling in days.
        15 02- Days to settle becomes minutes - EXPLAINER (NON-MSM)
          Source
          📺 YouTube (clip)
          The contrast. Traditional Treasury trading runs through a broker, a clearing facility and one or two business days, and every step adds cost. On a blockchain the transfer of ownership happens directly, so it settles in minutes
        16 03- Still early and the projects are already running - EXPLAINER (NON-MSM)
          Source
          📺 YouTube (clip)
          The honest caveats — the market is small next to the real bond market, the regulatory questions are open, and the technology brings its own risks. Then the part that matters for us: several projects are already operating, offering tokenized versions of United States Treasuries, adoption is growing among institutions, and it is expected…
        17 01- The buyback was a beach ball in the pool and it didnt buy much time
          Source
          📺 YouTube (clip)
          The anchor opens on the scoreboard: the Treasury's attempt to lower yields did not work — yields are back where they were before the intervention, and actually higher than a week ago. She asks Bernstein's Roosevelt Bowman at what point rates threaten the equity rally, and why it is happening.
      02 Forty Trillion And The Answer
        01 01- The debt hits a record 40 trillion and here is how
          Source
          📺 YouTube (clip)
          6abc Philadelphia, in 35 seconds: the national debt has hit a record $40 trillion, driven by defence spending, Medicare and Social Security, decades of tax cuts and COVID relief — and Treasury will buy back more long-term bonds to hold yields down, because rising yields mean higher borrowing costs for you. (6abc)
        02 01- Bessent we are going to have to grow our way out of this
          Source
          📺 YouTube (clip)
          A reporter puts the $40 trillion mark to the Treasury Secretary and asks how it gets reversed. Bessent first shrinks the number — it is smaller publicly-held, because Social Security and other government entities hold a chunk.
      03 The Clarity Act And The Bitcoin Hedge
        01 01- Trump wants the Clarity Act on his desk and what it does
          Source
          📺 YouTube (clip)
          Trump, at a White House meeting with tech and crypto leaders, says the most important priority is for Congress to send him the Clarity Act. CBS explains what it does — decide which agency regulates digital tokens instead of leaving crypto in a legal grey area
        02 02- The pushback clearer but weaker and Armstrongs answer
          Source
          📺 YouTube (clip)
          The anchor pushes back with the actual criticism of the bill — that it could make the rules clearer but weaker — and asks how you stop companies dressing an investment up as a crypto token and leaving ordinary people holding the loss.
        03 01- VanEck this is not about clarity it is fiscal dominance
          Source
          📺 CNBC (MSM)
          VanEck's head of digital assets research Matthew Sigel, on CNBC, refuses the premise: this rally is not about the Clarity Act at all, it is about what the Treasury did, and it is reigniting fears of fiscal dominance — the Treasury's own advisory committee recommends T-bills at 15-20% of marketable debt and we are at 23% and going higher. (CNBC)
        04 01- Coinbase launches tokenized equities in Abu Dhabi because it cannot here
          Source
          📺 CNBC (MSM)
          Coinbase CEO Brian Armstrong on CNBC: the SEC and CFTC will keep publishing rules under existing authority whatever happens to the Clarity Act — and Coinbase is launching its tokenized equities product next week out of Abu Dhabi, for non-US customers, because it has only ever been able to do it offshore. (CNBC)
    03 📱 PLATFORMS AND CHILDREN
      Same harm, same week, opposite outcomes. Meta is in front of a jury for designing the addiction; TikTok paid $400 million and bought permanent immunity. The 1994 tobacco hearing is in here because a listener who represented Philip Morris says the parallel is deliberate.
      📰 Articles & links (read/context — above the clips)
        CNBC — A Meta trial loss could end the social media we know
        Economic Times — US states seek ~$200bn penalty in the Meta lawsuit (Rob's own citation)
        NBER w15422 — "regulation through litigation", the term Rob uses for the tobacco MSA
      Clips — 6
      00 Meta On Trial And The Big Tobacco Blueprint
        01 01- 29 states put Meta on trial over product design not content
          Source
          📺 YouTube (clip)
          PBS lays out that Meta is back in court accused of knowingly building Instagram and Facebook to keep children hooked; four AGs are at trial seeking roughly $200 billion and they are part of 29 states suing. Bloomberg's Alexandra Levine is asked what makes this trial different from every previous social-media case.
        02 02- Bloomberg - infinite scroll likes and all-night push alerts are what is on trial
          Source
          📺 02- Bloomberg (?)
          Bloomberg tech reporter Alexandra Levine, on PBS, itemises what the states want torn out: the algorithm, infinite scroll, the display of likes, push notifications firing at all hours of the night when children are meant to be asleep, and the data collection underneath it. (PBS NewsHour)
        03 01- California AG - they knew it was dangerous and they lied to Congress
          Source
          📺 01- California AG (?)
          The California Attorney General, on the courthouse steps after opening day, states the case in his own voice — Meta designed and deployed a dangerous product with dangerous features it knew would create compulsive use by children and cause anxiety, depression, body-image harm and learning loss.
        04 01- HISTORICAL 1994 - seven tobacco chiefs swear nicotine is not addictive
          Source
          📺 01- HISTORICAL 1994 (?)
          Congressman Henry Waxman asks the seven tobacco chief executives to go down the row and answer one question — do you believe nicotine is not addictive. One after another, under oath, they say it.
      01 TikTok Dismissed With Prejudice
        01 01- TikTok pays 400 million and the case is dismissed with prejudice
          Source
          📺 France 24 (MSM)
          France 24: TikTok is paying $400 million to settle the US Justice Department's suit over letting millions of under-13s open accounts and harvesting their data without consent — with no admission of responsibility, and the case dismissed WITH PREJUDICE, so the DoJ can never bring it again. (FRANCE 24)
        02 02- My son did not take his life my son was killed
          Source
          📺 YouTube (clip)
          The settlement lands amid a wave of suits against the social platforms. In California the landmark Meta trial is underway, with the company accused of intentionally designing addictive products that damaged young users' mental health. Outside the courthouse, families of victims speak: *"This wasn't an accident.
    04 🤖 AI DATA CENTERS
      Trump would absolutely want the data centre in his town for the jobs and the taxes. Seven in ten Americans would not — and the annotation work that makes the models possible is being done for pennies on the other side of the world.
      📰 Articles & links (read/context — above the clips)
        The Verge — Elon Musk broke the FAA, Palantir is picking up the pieces
        TechCrunch — Nvidia just showed that the harness, not the AI model, is now the real hero
        Courthouse News — Online streamers sue Twitch and Amazon over generative-AI training
      Clips — 7
      00 Steve - Texas And The Data Centers
        01 ABC TW - Elizabeth Schulze - Texas and AI data centers
          Source
          📺 ABC TW (?)
          ABC This Week: Abbott once called Texas the epicenter of AI development — an ABC News analysis finds the state now has more than 300 data centres operating and at least 200 more in the pipeline, and the opposition is local and furious: "This is my investment, my home, and it's being ruined." (ABC This Week — Producer Steve)
        02 ABC TW - Jonathan Karl, Gov. Greg Abbott 1- Texas Data Centers
          Source
          📺 ABC TW (?)
          ABC This Week: the governor who vowed to make Texas the epicenter of the AI industry has now put a MORATORIUM on data centre construction — and Jonathan Karl frames why, with the Cook Political Report moving Texas ratings and Republicans nervous about the midterms over this, inflation and the Iran war. (ABC This Week — Producer Steve)
        03 ABC TW - Jonathan Karl, Gov. Greg Abbott 2- new rules for Texas Data Centers
          Source
          📺 ABC TW (?)
          Abbott, to Karl, lists the guardrails he attached to the pause: every new data centre must declare its water usage and prove it is not taking water from communities — and he notes other governors have done the same. (ABC This Week — Producer Steve)
        04 ABC TW - Jonathan Karl, Gov. Greg Abbott 3- whats driving the hate for the data centers
          Source
          📺 ABC TW (?)
          Karl presses on the real anger in town halls across the country, not just Texas. Abbott's answer: the sheer RAPIDITY — these things came online faster than people saw coming — and the way the data centres behave once they are there. (ABC This Week — Producer Steve)
        05 ABC TW - Jonathan Karl, Gov. Greg Abbott 4- did Texas move to fast on data centers
          Source
          📺 ABC TW (?)
          ⭐ Karl reads the New York Times numbers back at him: one massive power plant for a Meta data centre approved in 20 days, another in three, another in TWO. Was that a mistake? Abbott's defence is jurisdictional — those approvals did not come from the state of Texas. (ABC This Week — Producer Steve)
      01 Seven In Ten Say No
        01 01- Trump would want the data center but seven in ten Americans would not
          Source
          📺 YouTube (clip)
          NPR: Trump, hosting tech leaders at the White House, says that as a mayor or governor he would absolutely want an AI data centre for the jobs and the taxes and calls many of them beautifully designed — against a Gallup poll finding 7 in 10 Americans oppose one being built in their area. He concedes the sector needs "a little public relations help." (NPR)
        02 01- The digital sweatshops that make AI possible
          Source
          📺 YouTube (clip)
          People see AI as automated and frictionless, a tool that simply appears. The guest says most of the human hours behind it are not spent in labs at Google or OpenAI at all — the majority is piecemeal data-annotation work outsourced to the Global South, from India to East Africa to the Philippines, done by an army of millions of workers.
    05 💉 THE VACCINE FILE
      A cancer vaccine the market has already priced and nobody has seen the data for, and 3,748 Marines discharged over the mandate who were all personally invited back. Fifty-three came.
      Clips — 8
      00 Steve - Oz And Gottlieb On Vaccines
        01 CBS FTN - Margaret Brennan, Dr. Mehmet Oz -2- what's the plan...AI
          Source
          📺 CBS FTN (?)
          Brennan asks whether there is a plan beyond the midterms. Oz's answer is technology — artificial intelligence — and he claims 50% of doctors already use it. The bigger opportunity to save money, he says, is AI. (CBS Face the Nation — Producer Steve)
        02 CBS FTN - Margaret Brennan, Dr. Mehmet Oz -3- MMR vaccine maybe lethal
          Source
          📺 CBS FTN (?)
          ⭐ CBS: the CDC says 92% of kindergartners were vaccinated for measles last school year — below the 95% herd-immunity threshold. The administration is encouraging MMR, but Brennan plays Trump raising the possibility of harm from three separate vaccinations given together, and puts it to Oz. (CBS Face the Nation — Producer Steve)
        03 CBS FTN - Margaret Brennan, Dr. Mehmet Oz -4- do parents have the right to ask questions about vaccines, Hep B
          Source
          📺 CBS FTN (?)
          ⭐ THE EXCHANGE: Oz reframes it as whether parents have the right to ask questions, and says that right was taken away during COVID when parents were forced to vaccinate their kids. Brennan pushes back directly — "They were not forced" — and Oz reformulates to pushed hard and hindered. A real disagreement, on tape. (CBS Face the Nation — Producer Steve)
        04 CBS FTN - Margaret Brennan, Lil Scotty Gottlieb 1- mRNA cancer vaccine
          Source
          📺 CBS FTN (?)
          CBS: former FDA Commissioner Scott Gottlieb — who sits on the boards of Pfizer and UnitedHealth, and Brennan says so — on the experimental mRNA therapeutic cancer vaccine letting high-risk melanoma patients live longer. His first move is to correct the word: it does not PREVENT cancer. (CBS Face the Nation — Producer Steve)
        05 CBS FTN - Margaret Brennan, Lil Scotty Gottlieb 2- more about the mRNA cancer vaccine
          Source
          📺 CBS FTN (?)
          ⭐ THE SPIN QUESTION: Brennan notes the White House said the breakthrough VINDICATED HHS cutting federal funding of mRNA vaccine research, on the argument the private sector can do it — and asks Gottlieb what he makes of that. (CBS Face the Nation — Producer Steve)
      01 The mRNA Cancer Vaccine Positive But Unseen
        01 01- Moderna mRNA plus Keytruda succeeds in late stage melanoma trials
          Source
          📺 YouTube (clip)
          6abc Philadelphia: Moderna's personalised mRNA vaccine combined with Merck's Keytruda has succeeded in late-stage melanoma trials — made from the patient's own cells, and Moderna hopes for FDA approval to begin offering it next year. ⚠️ The anchor also asserts the COVID mRNA vaccines "helped end the pandemic" as settled fact. (6abc)
        02 01- The stock soared but we dont know anything about the results
          Source
          📺 YouTube (clip)
          An oncologist on Global News explains why the trial matters — a randomised phase three of a novel agent, a genuine game changer if it holds — then says the quiet part: the stock has soared and the buzz is palpable, but "we don't know anything about the results of the study. All we know is that the results are positive." The data comes out in the autumn. (Global News)
      02 The Marines Who Came Back
        01 01- We contacted all 3748 eligible Marines and 53 came back
          Source
          📺 YouTube (clip)
          A Marine Corps officer addresses Marines separated under the COVID-19 vaccine mandate, thanks them for their service, and says their commitment "mattered then, and it still matters today." Following the President's executive order the Corps established a COVID-19 reinstatement cell and, he says, did not merely meet the intent of the…
    06 🦠 OUTBREAK
      Two outbreaks. Alfalfa sprouts carrying both E. coli and salmonella — two people got both at once — and an Ebola epidemic in Congo now covering an area bigger than France with the money to fight it running out in weeks.
      📰 Articles & links (read/context — above the clips)
        CDC — E. coli outbreak linked to alfalfa sprouts (⚠️ counts move daily — read the live page)
      Clips — 3
      00 The Alfalfa Sprouts And The Man Who Got Both
        01 01- 55 cases 15 states and two people got E coli AND salmonella at once
          Source
          📺 YouTube (clip)
          The anchor opens on the fatigue of it — another day, another food outbreak — and lays out the CDC's numbers: 55 cases in 15 states, 23 of them in Minnesota and 18 in Wisconsin, and two people infected with both bacteria at once.
        02 02- Dr Azar - really really bad luck and dont get salmonella and E coli at the same time
          Source
          📺 02- Dr Azar (?)
          NBC's Dr Natalie Azar on the two people who caught E. coli AND salmonella at once: yes the diseases compound each other, but it was most likely two different contaminated bags — really, really bad luck, two cases out of dozens. The anchor lands it: "That's the best advice you've ever given, Doc. Don't get salmonella and E. coli at the same time." (NBC News)
      01 An Area Bigger Than France
        01 01- 2500 dead in three months and an area bigger than France
          Source
          📺 France 24 (MSM)
          France 24: the UN says Congo's Ebola outbreak is growing exponentially — 2,500 dead in three months, half of those in the last twenty days, across an area bigger than France, with funding due to run out within weeks. There is no approved vaccine for the Bundibugyo strain causing it, so they are shipping in the Zaire-strain Ervebo to see whether it helps. (FRANCE 24)
    07 🏛️ WHO RUNS THE WHITE HOUSE
      About half a dozen people run it, and a reporter names them. Plus the aide who is in almost every Oval Office meeting without a policy job, and the venture capitalist who, on this account, built the Vice President from scratch.
      Clips — 7
      00 Steve - The People Around The President
        01 ABC TW - Jonathan Karl, Rachel Scott 2- Jeffries and Kushner met privately ahead of midterm
          Source
          📺 ABC TW (?)
          ⭐ ABC This Week: the New York Times reports Jared Kushner — the president's son-in-law and all-purpose envoy — met privately with Democratic House Leader Hakeem Jeffries. Rachel Scott says she has just come off the phone with a source confirming the meeting happened in recent weeks. (ABC This Week — Producer Steve)
        02 CBS FTN - Margaret Brennan, Lil Scotty Gottlieb 3- Trump Taps White House Aide Heidi Overton to Run FDA
          Source
          📺 CBS FTN (?)
          CBS: the FDA oversees roughly 20% of the US economy, and Trump has picked Dr Heidi Overton to run it. Republican Senator Bill Cassidy has already cited her lack of managerial experience and her active role in what he called the nonsensical vaccine executive order. (CBS Face the Nation — Producer Steve)
        03 CBS FTN - Margaret Brennan, Lil Scotty Gottlieb 4- more about Heidi Overton
          Source
          📺 CBS FTN (?)
          CBS: Overton also faces questions on the abortion drug mifepristone, where she has indicated she wants more federal restrictions, and on standing beside the president praising European countries that do not mandate school vaccines yet keep high vaccination rates. Brennan asks how tough the confirmation will be. (CBS Face the Nation — Producer Steve)
        04 NBC MTP - Kristen 'man hands' Welker, Sen. Tim Scott - Darline Graham is ready for primetime
          Source
          📺 NBC MTP (?)
          NBC Meet the Press: Kristen Welker to Senator Tim Scott of South Carolina, who has been campaigning for Senator Darlene Graham after the attention she drew in a debate this week. (NBC Meet the Press — Producer Steve)
      01 The Half Dozen Who Decide
        01 01- The half dozen people who run the government and Stephen Miller
          Source
          📺 YouTube (clip)
          The guest names the people he says actually run it — Susie Wiles, Pete Hegseth, Dan Caine, John Ratcliffe, Steve Witkoff, with Jared Kushner deeply involved while holding no official government role, and Bessent and Lutnick "sometimes." That's about it.
        02 01- Natalie Harp is in almost every Oval Office meeting
          Source
          📺 YouTube (clip)
          The claim is that he does not want to do the job — he wants to build his ballroom and travel on the jet gifted by the Emir of Qatar. Asked about Natalie Harp, the guest says she alarmed the Secret Service during the campaign by leaving adoring letters in his private quarters, one reading *"You are all that matters to me."* She prints out…
        03 01- We would not have a JD Vance without a Peter Thiel
          Source
          📺 YouTube (clip)
          In 2011 Peter Thiel spoke at Yale Law School; J.D. Vance called it one of the most significant moments of his life and Thiel one of the most intelligent people he had ever heard. That speech, the guest says, convinced Vance not to be a lawyer but a venture capitalist
    08 🇺🇦 UKRAINE
      A daytime strike on a shopping mall in Zelenskyy's own hometown — and the second drone arrived half an hour after the first, while the emergency services were already there.
      Clips — 1
      00 Two Waves On A Shopping Mall
        01 01- Two waves on a shopping mall in Zelenskys hometown
          Source
          📺 YouTube (clip)
          Al Jazeera: a daytime Russian strike on a shopping mall in Kryvyi Rih — Zelenskyy's own hometown — has killed at least 14 and injured 121 including 22 children, with the count still rising. Zelenskyy says it came in two waves, the second drone landing half an hour after the first while emergency services were already on the scene. (Al Jazeera)
    09 🎙️ ADAM AND ALEX JONES
      Adam's own drop. Alex Jones invites him on the show — and the audience noticed the other half of the story the same week.
      Clips — 1
      00 The Invitation
        01 Alex JOnes Invites Adam on the Show
          Source
          📺 YouTube (clip)
          Adam's own drop: Alex Jones, on air, inviting Adam onto the show. ⚠️ Arrives ~6 LU hotter than house and above 0 dBFS true peak — it is Adam's file and has not been re-encoded. (Adam's drop)
    10 🎧 ODDITIES
      The fix for a door that won't open when the car loses power is a label and a software update. And thirty years on, the Tupac case is finally in court because the accused kept telling the story himself — on podcasts, and in a memoir he co-wrote.
      📰 Articles & links (read/context — above the clips)
        The Guardian — Tesla recalls nearly 3m vehicles in China over door-handle safety risks
        TechCrunch — Oura faces lawsuit accusing it of misleading consumers about sleep-tracking accuracy
        Variety — 'Harry Potter' star Jessie Cave on joining OnlyFans to pay the bills
      Clips — 2
      00 The Door That Wont Open
        01 01- the fix for a door that wont open in a crash is a label and a software update
          Source
          📺 YouTube (clip)
          Reuters: China's largest-ever vehicle recall — about 4 million cars across 10 automakers — over the flush electric door handles Tesla pioneered, which stop working when the car loses power in a crash or submersion. The remedies are a label showing where the manual release is and a software update to drop the windows on impact. Only in China. (Reuters)
      01 The Tupac Tape
        01 01- Jurors hear the 2008 tape in the Tupac murder trial
          Source
          📺 YouTube (clip)
          Al Jazeera: jurors in the biggest murder trial in Las Vegas history have heard a 2008 police recording of Duane "Keffe D" Davis naming his own nephew as Tupac Shakur's shooter. The case exists because Davis told the story himself for money — on podcasts and in a 2019 memoir — and his defence now calls those confessions "nothing but a paycheck." (Al Jazeera)
  Clips and Art
    Art
    Clips
      00 01- Trump - the strait is open and the blockade has been 100 percent successful.mp3
      00 01- Rollins - Trump imports 300000 tons of ground beef to cut prices 25 percent.mp3
      01 02- What I would call a Treasury twist.mp3
      04 02- Activist Treasury issuance and the man who named it is now on the Fed.mp3
      05 03- Who criticized it Bessent criticized it Warsh criticized it.mp3
      11 01- What a stablecoin is and that it is backed by T-bills.mp3
      12 02- The money backing them is parked in Treasury bills.mp3
      13 01- What tokenized treasury debt actually is - EXPLAINER (NON-MSM).mp3
      16 01- The buyback was a beach ball in the pool and it didnt buy much time.mp3
      00 01- Trump wants the Clarity Act on his desk and what it does.mp3
      00 ABC TW - Elizabeth Schulze - Texas and AI data centers.mp3
      01 ABC TW - Jonathan Karl, Gov. Greg Abbott 1- Texas Data Centers.mp3
      02 ABC TW - Jonathan Karl, Gov. Greg Abbott 2- new rules for Texas Data Centers.mp3
      03 ABC TW - Jonathan Karl, Gov. Greg Abbott 3- whats driving the hate for the data centers.mp3
      04 ABC TW - Jonathan Karl, Gov. Greg Abbott 4- did Texas move to fast on data centers.mp3
      00 01- Trump would want the data center but seven in ten Americans would not.mp3
      01 01- The digital sweatshops that make AI possible.mp3
      00 Alex JOnes Invites Adam on the Show.mp3
      BOG Cattle Rancher on Beef.mp3
      Mom On Flock 1.mp3
      Mom On Flock 2.mp3
      NTD Cali China Climate 1.mp3
      NTD Cali China Climate 2.mp3
      NTD Cali China Climate 4 ML.mp3
      NTD Chinese Voter Fraud.mp3
      Trump Hormuz is USA From Rally.mp3
      Trump on Argentica Beef.mp3
      Vader of Flock.mp3
      02 01- Col Jernigan - CENTCOM quietly moves 10m barrels a day down the Omani route.mp3