The New Next: Recent Episodes

Matthew Jensen

Welcome to The New Next, the podcast where tomorrow is today, and the future is now. Together we'll embark on a journey through the evolving landscapes of technology, innovation, and the current events shaping our world.

Join us as we break down complex topics into actionable insights.

Whether you're a tech enthusiast, a forward-thinker, or just curious about the world's next chapter, you're in the right place.

So, plug in, power up, and prepare to dive deep into the heart of what's new, what's next, and what it all means for you.

Find us at https://www.matthewadjensen.com

Matt breaks down the pros and cons of a career in management consulting.

Part 1: The Pros of Being a Management Consultant

Diverse Experiences and Challenges
High Impact Work
Learning and Development
Networking Opportunities
Competitive Compensation

Part 2: The Cons of Being a Management Consultant

High Pressure and Stress
Work-Life Balance Challenges
Constant Need for Adaptability
Career Uncertainty and Volatility
Intense Competition
Bouts with Imposter Syndrome

Matthew Jensen is founder and Vice President of Arcana Holdings LTD, a strategic management consulting, digital transformation, and advisory company. Matt is a futurist and an expert at turning data into actionable strategies, incremental revenue and profitability through management consulting, technical systems design, and new technology integrations.

Naturally curious and an expert at integrating complex systems and frameworks to deliver business results and drive long-term strategic planning, Matt has led initiatives that have delivered over $1 Billion in incremental revenue and profitability over the last decade.

Matthew draws on complex bodies of knowledge across industries to solve specific business problems and drive technology development. Beyond his consulting experience, he has also been in operational roles in the oil and gas, finance, marine and marine services industries, and, a has experience in maritime development and real estate development.

Matthew is a subject matter expert in the energy, industrials, and technology sectors but has consulted companies in the following industries:

technology, energy, energy services, finance, maritime, military, cyber, logistics, ag, public policy, coaching, AR/VR, chemicals, water management, retail, commodities, pharmaceuticals, education, hardware technologies, robotics, consulting, private equity, venture capital, wireless communications, aerospace, and government/economic development.

Contact the podcast podcast [at] matthewadjensen.com

Connect with Matthew Jensen and The New Next

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Boosting Domestic Uranium Production & Processing: A Strategic Move for Energy Independence

Overview:

This podcast episode focuses on recent U.S. policy changes aimed at stimulating domestic uranium production and processing. The discussion revolves around the implications of these changes, particularly in the context of global supply chains and energy independence.

Key Points:

Russian Uranium Import Ban:
The Biden administration is considering an executive order to ban Russian imports of enriched uranium, responding to stalled congressional efforts. This move is significant due to Russia’s notable role in global uranium production.
Global Production Landscape:
Global uranium production is dominated by Kazakhstan (46%), followed by significant contributions from Canada, Namibia, and Australia. The U.S. currently produces less than 1% of global uranium, underscoring the need for increased domestic production.
DOE Initiatives:
The Department of Energy (DOE) announced initiatives on January 9 to support the domestic uranium supply chain, crucial for powering advanced nuclear reactors such as small modular reactors.
Environmental and Regulatory Challenges:
There are substantial uranium deposits within the United States, including those near the Grand Canyon. However, environmental protections and regulatory hurdles pose challenges to mining these resources.
Technological and Methodological Innovations:
Innovations in extraction and processing, such as using traditional oil and gas drilling techniques to access uranium, could potentially streamline the permitting and production processes.
Strategic and Economic Implications:
Enhancing domestic uranium production is viewed as a strategic necessity to reduce reliance on countries like Russia and China. This shift is crucial for securing the nuclear fuel supply chain and supporting the U.S. nuclear industry.
Future of Nuclear Energy:
With growing bipartisan support for nuclear energy as a sustainable power source, the U.S. is investing in new technologies and infrastructure, such as the development of small modular reactors.

Conclusion:

The podcast sheds light on the critical role of domestic uranium production in achieving energy independence and national security. It highlights the ongoing efforts by the U.S. government to revitalize the nuclear industry and the broader implications for global energy strategies.

Timestamps:

1:09-2:04 Introduction: Discussion on the importance of nuclear power in the U.S. energy strategy

2:09-3:08 Global uranium production

3:14-3:58 Department of Energy (DOE) initiatives

4:04-5:38 Environmental and mining challenges, including environmental concerns and the potential for mining near national parks like the Grand Canyon

5:43-7:43 Regulatory and economic challenges

7:59-9:30 Innovative extraction methods

11:26-12:41 Strategic importance of domestic production

12:46-15:01 Impact on nuclear power development

16:32-19:01 Government action and public opinion: Final remarks on the government's role in facilitating these changes through financial and policy support, and the public perception of these energy policies.

The New Frontier: Space Warfare and International Diplomacy

This podcast episode delves into the complexities and emerging concerns surrounding space warfare, particularly focusing on a recent United Nations Security Council resolution aimed at banning nuclear weapons in space. The discussion highlights the geopolitical dynamics, technological advancements, and the implications of these developments for global security.

Connect with Matthew Jensen @ matthewadjensen.com

Key Points:

Introduction to Space Warfare:
[00:49-01:35] Matt begins by expressing a long-standing fascination with space-based weapons as depicted in popular culture, notably in James Bond films like "Diamonds Are Forever" and "Moonraker."
Recent UN Security Council Resolution:
[01:37-02:29] A resolution co-drafted by the U.S. and Japan, which historically have been at odds over the use of nuclear weapons, aimed to ban nuclear weapons in space. The resolution was vetoed by Russia, with China abstaining, suggesting possible ongoing space-based weapons programs in these countries.
Implications of Advanced Weaponry:
[03:24-05:02] Matt discusses the advancements in hypersonic missiles and their strategic deployment, including efforts to enhance guidance systems via bases at the poles, illustrating the increasing complexity and potential destructiveness of modern weaponry.
Space as the Future Battlefield:
[05:05-07:59] With space becoming a key strategic domain, the episode explores potential technologies and weapons that could dominate future conflicts, including satellite capturing systems and nuclear-powered devices aimed at disabling enemy satellites.
Potential Consequences of Space Warfare:
[08:02-12:35] The discussion shifts to the broader implications of space warfare on global communication systems, including the risks to civilian technologies and the global economy. The potential for catastrophic disruptions emphasizes the critical nature of international agreements on space weaponization.
Speculations and Conclusions:
[12:38-13:31] Matt reflects on the geopolitical landscape and the urgent need for the U.S. and its allies to address the challenges of space warfare proactively. The episode concludes with a call for increased focus on space security as a key aspect of international diplomacy and defense strategy.

Conclusion:

The podcast effectively frames the topic of space warfare within the context of current international tensions and technological developments, providing a comprehensive overview of the challenges and strategic considerations that define this new frontier of conflict.

In the second 2024 episode of "The New Next," Matt and Robyn Bolton, founder of Mile Zero.io, delve into innovation and its integration into business strategies. Robyn outlines her method of intertwining architecture, behaviors, and culture to foster innovation, emphasizing the need for bespoke strategic playbooks and executive coaching for effective implementation. The duo discusses the challenges in aligning innovation with business goals and the pitfalls of corporate innovation programs, including the difficulty in maintaining momentum after events like hackathons.

The conversation explores innovation's pace across various industries, from the swift cycles in tech to the slower adaptability in traditional sectors like oil and gas, highlighting the necessity for agility. They touch upon the transformation of internal innovations into commercial products and the role of Corporate Venture Capital (CVC) in allowing corporations to explore new markets despite inherent risks and the demand for immediate results.

A significant focus is on the Microsoft and OpenAI partnership, examining the integration of nonprofit and for-profit goals, leadership dynamics, and the impact on AI development and governance. The episode also covers the ethical and regulatory aspects of AI, its influence on jobs, creativity, and the incorporation of AI in publishing and corporate innovation.

Leadership's role in embracing technology and overcoming resistance to change is discussed, emphasizing the importance of understanding human motivations. The podcast concludes with a call to prioritize action over ideas, the execution challenges in corporate innovation programs, and the pivotal role of leadership and resource allocation in cultivating an innovative environment. This episode is a treasure trove of insights for those looking to navigate the intricacies of corporate innovation and technological evolution.

Connect with Robyn Bolton MileZero.io

Connect with Matthew Jensen MatthewADJensen.com

Podcast Summary:

Introduction to Robyn Bolton (00:00:00 - 00:01:00)

Robyn's Approach to Innovation (00:01:00 - 00:02:48)

Role of a Strategic Playbook (00:02:48 - 00:04:41)

Day-to-Day Collaboration and Innovation Process (00:04:41 - 00:07:39)

Challenges in Corporate Innovation Programs (00:07:39 - 00:10:17)

Holistic Approach to Innovation and Its Importance (00:10:32 - 00:12:00)

Innovation Across Diverse Industries (00:12:12 - 00:15:00)

Customer Perception and Market Adaptation (00:15:00 - 00:17:37)

Internal Innovations as Commercial Products (00:17:37 - 00:19:00)

Corporate Venture Capital (CVC) (00:19:08 - 00:19:49)

Microsoft and OpenAI Partnership (00:22:06 - 00:23:04)

Dynamics of Nonprofit vs. For-Profit in AI Development (00:25:41 - 00:28:48)

Regulatory and Ethical Considerations in Emerging Technologies (00:28:48 - 00:30:28)

AI's Impact on Jobs and Creativity (00:30:36 - 00:35:28)

AI in Corporate Innovation and Research (00:35:36 - 00:39:00)

Incorporating AI in Publishing (00:39:26 - 00:43:00)

Leadership and Resistance to Change (00:43:08 - 00:51:07)

Innovation and Individual Roles (00:51:32 - 00:53:46)

Identifying and Nurturing Innovators (00:53:46 - 00:55:14)

Overcoming Resistance to Change (00:55:14 - 00:59:22)

Robyn's Core Beliefs about Innovation (00:59:22 - 01:01:24)

Measurement, Resource Allocation, and Innovation's Core Aspects (01:01:54 - 01:03:13)

Fostering Curiosity and Inclusive Innovation (01:03:13 - 01:08:07)

Emotional Decision-Making and Value of Action (01:08:07 - 01:11:21)

Corporate Innovation Challenges and Leadership (01:11:21 - End)

In this episode of "The New Next," host Matthew Jensen sits down with Tina Marie, a trauma and transformation expert, to explore the depths of personal healing and growth. Tina shares her journey from battling chronic pain, anxiety, and depression to embracing alternative therapies that led her to her calling. As a practitioner of various modalities including EFT, TFT tapping, hypnotherapy, mental health counseling, and Reiki, Tina offers insights into the transformative power of addressing unprocessed emotions for healing.

The conversation delves into how feelings of shame and inadequacy can profoundly impact one's life choices and the importance of creating a safe space for individuals to share their experiences without judgment. Tina emphasizes the need for self-compassion and the courage to confront and process deep-seated fears and beliefs that often stem from childhood traumas.

Matthew and Tina discuss the nuances of trauma, its subjective nature, and how seemingly minor incidents can have lasting effects on individuals. They explore the societal pressures and conditioning that lead to self-criticism and the abandonment of one's true self in favor of pleasing others, often resulting in a cycle of unfulfillment and loneliness.

Tina highlights the significance of authentic connections in relationships and the journey towards self-awareness and personal growth. She addresses the challenges of overcoming addiction and the destructive pursuit of external validation to fill internal voids. The episode also touches on the complexity of navigating intimacy in the digital age and the potential pitfalls of online dating apps in fostering genuine connections.

In an era of toxic positivity, Tina advocates for the acceptance of negative emotions as part of the human experience, arguing that true strength lies in vulnerability and the willingness to confront one's innermost fears. The discussion emphasizes the transformative potential of embracing one's authentic self and the power of healing out loud to inspire others facing similar struggles.

This episode of "The New Next" offers a profound exploration of the human psyche, the importance of emotional healing, and the ongoing journey towards self-discovery and authentic living.

Contact:

Connect with Tina Marie at Empowered Living LLC

Connect with Matthew Jensen MatthewADJensen.com

Podcast Summary:

Introduction to "The New Next" Podcast [00:00:07]

Guest Introduction: Tina Marie [00:01:24]

Unpacking Trauma and Transformation [00:03:17]

The Impact of Shame and Fear [00:04:45]

Trauma's Varied Faces [00:06:42]

Unprocessed Emotions and Physical Manifestations [00:09:07]

Approaches to Releasing Trauma [00:09:38]

Navigating Abandonment Issues [00:15:22]

The Role of People Pleasing [00:17:32]

Building Authentic Connections [00:27:37]

Addressing Intimacy and Vulnerability [00:32:54]

Witnessing and Being Witnessed in Relationships [00:34:26]

The Importance of Self-Reflection in Personal Growth [00:37:30]

Addressing OCD and Phobias as Control Mechanisms [00:40:20]

Confronting and Unpacking Limiting Beliefs [00:47:03]

The Ripple Effect of Core Wounds [00:52:58]

Overcoming Toxic Positivity [01:06:14]

Matt and Mike discuss Michael Lewis' new book "Going Infinite" about FTX and Sam Bankman-Fried (SBF) and the ongoing court proceedings for SBF where his former friends and co-conspirators are unleashing the dirty laundry.

Podcast Outline

Intro
- Overview of podcast focusing on new book by Michael Lewis on FTX founder Sam Bankman-Fried

Main Points
- Background on Michael Lewis and his new book "Going Infinite" covering the rise and fall of Sam Bankman-Fried
- Discussion of book being based mainly on Bankman-Fried's perspective with limited critical analysis
- Description of Bankman-Fried as potentially on the autism spectrum or a sociopath based on his behaviors
- Questionable "effective altruism" philosophy Bankman-Fried subscribed to
- Details on the collapse of FTX and fraud allegations against Bankman-Fried
- Critique of Michael Lewis's neutral/positive stance towards Bankman-Fried
- Mention of Bankman-Fried's wealthy upbringing and massive political donations
- Comparison to Elizabeth Holmes and Theranos downfall
- More criticism of cryptocurrencies especially around lack of inherent value

Conclusion
- Need for scrutiny of rising stars/influencers with sudden fame and fortune
- Hope for more responsible innovation in crypto and decentralization going forward
- Commentary on the questionable motivations and ethics of many political and business leaders

Outro
- Summary of key points
- Thanks for listening!

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China's massive real estate sector faces a reckoning, with enough vacant housing to fit the entire population. As developers like Evergrande teeter near default with billions in debt, the contagion risk to the global economy looms large. We analyze the sheer scale of unsold and unfinished projects, fraud investigations into transferring assets, and how the collapse of Chinese real estate could impact everything from home prices to geopolitics. With trillions invested in this pillar of growth, a crash could force China to find new economic engines and increase confrontation abroad.

Podcast Outline

Introduction:

China's real estate bubble has swollen to epic proportions, with enough empty units to house over 1 billion people. Today we'll look at what a collapse in this critical sector could mean.

Oversupply of Houses:

At the end of August, unsold housing floor area in China totaled over 7 billion square feet - equal to 7.2 million empty homes. Massive overbuilding has left giant developers like Evergrande teetering near bankruptcy and default.

Contagion Risks:

Real estate represents 29% of China's GDP, making it the world's largest asset class. A crash threatens contagion across the global economy. With $300 billion in liabilities, an Evergrande failure could impact everything from Chinese stocks to U.S. housing.

Investigations and Defaults:

Evergrande's chairman is now under investigation for transferring assets abroad amid its struggles. With projects stalling and debts mounting, a consortium of creditors plans to force liquidation. The cracks in China's real estate miracle are accelerating.

Geopolitical Implications:

For decades, construction and home sales powered China's growth. As the sector crumbles, where will China turn for economic expansion? With less cushion at home, confrontation abroad becomes more likely. An increasingly desperate China could spell turmoil on the global stage.

Conclusion:

The revelation that even 1.4 billion Chinese can't occupy all vacant housing spotlights real estate excesses. As developers implode under mountains of debt, the world braces for impact. Trillions in wealth could vanish overnight, testing the resilience of the worldwide financial system.

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A recent New York Times article highlighted how after over a year of fighting, the frontlines in Ukraine have barely budged. We analyze maps showing minimal territorial changes in 2022 despite tens of thousands of casualties on both sides. With areas fortified by trenches and minefields, a prolonged stalemate seems inevitable. What does this mean for Western support and the possibility of negotiations? We discuss the human costs of grinding trench warfare, ethnic divisions fueling the conflict, and whether real breakthroughs are even possible at this point.

Podcast Outline:

Introduction:

A stark New York Times headline recently declared “Who’s Gaining Ground in Ukraine This Year? No One.” Today we’ll look at why the map of control in Ukraine has remained virtually frozen, despite intense fighting.

Minimal Changes:

After months of bloody combat, less than 500 square miles of territory has changed hands in Ukraine since January 2022. Frontlines are now heavily fortified with trenches and minefields. Although offensives were launched, this stalemate shows further land grabs will be extremely difficult for either side.

Casualties:

With the frontlines static, thousands of soldiers have died in attacks on entrenched positions that gain little ground. Continued grinding warfare seems inevitable, but could weaken Western support.

Ethnic Divisions:

Maps show Russia controls areas in the East and South with more Russian speakers and historic ties to Russia. Fortifying lines around these separatist regions has been Russia’s apparent strategy. Ethnic divisions fuel the stalemate.

Possibility of Negotiation?:

If further land gains remain elusive despite massive casualties, could negotiations based on existing frontlines gain traction? Or will external powers keep funneling weapons and pushing for total victory regardless of the human toll?

Conclusion:

The ossified situation in Ukraine after so much bloodshed raises difficult questions. Is forcing concessions even feasible at this point? As populations pay the price, a diplomatic solution may depend on acknowledging that breakthroughs look unlikely.

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Germany has acknowledged sending outdated, inoperable weapons to Ukraine, confirming suspicions that NATO countries are offloading obsolete military equipment. We discuss leaked reports of faulty tanks and missiles, the complex logistics of maintaining hardware in warzones, and how the conflict serves as cover for rearming with modern gear. While public perception is focused on aiding Ukraine's defense, the reality involves inventory shuffling and arms industry boosts. But ineffective hand-me-downs also spotlight the difficulty of prolonging proxy wars.

Podcast Outline

Introduction:

Germany recently admitted much of the weaponry it sent to Ukraine is faulty and outdated, lending credence to accusations that NATO members are dumping old stockpiles. Today we’ll look behind the scenes at what is really being provided in the name of military aid.

Faulty Equipment:

After reports emerged of German tanks breaking down and being rejected by Ukraine, the foreign minister confessed some hardware is non-operational. Other countries face similar issues, with Denmark discovering flaws in their donated tanks. Much of the military assistance involves Cold War relics.

Logistical Challenges:

Sending equipment is only part of the equation - maintaining complex weapons systems in war zones requires extensive infrastructure for repairs and parts, which is often lacking. Donating aging tanks and missiles as one-time use items avoids these logistical headaches.

Renewing Arsenal:

NATO countries have incentive to ship outdated weaponry to Ukraine in order to justify modernization programs to taxpayers. With inventory effectively laundered, billions in new defense contracts can commence while appearing to maintain force strength. The fog of war obscures arsenal shuffling.

Proxy War Limits:

But the faulty equipment also highlights difficulties sustaining proxy conflicts. As stocks of serviceable hand-me-downs dwindle and casualties mount, keeping client states armed becomes costlier and more transparent. While public support focuses on aid, political will for endless war is finite.

Conclusion:

Admissions of dysfunctional military aid lay bare uncomfortable realities beneath the righteous narrative. As the mechanics of funneling weapons to Ukraine grow increasingly convoluted, sustaining confrontation abroad risks political blowback and depleted arsenals at home.

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Matt and Mike discuss the escallation of a holy war in the Middle East and what it looks like going forward.

The discussion focuses on the recent escalation of violence between Israel and Palestinian militant groups in Gaza.
The violence is compared to a more intense 9/11 with brutal terrorist attacks killing civilians including children.
This conflict could be the kickoff of a holy war and continuation of the crusades between Islam and Christianity.
Responses have been divisive both in the region and globally with some calling for the removal of Palestine's right to exist.
The US is fully backing Israel, sending an aircraft carrier to the region. Some American politicians advocate escalated attacks on Iran.
Experts warn the violence could spike oil prices causing economic recession. There are concerns about the stability of post-war institutions like the UN.
The consensus view is innocent civilians should not be targeted. But the terrorism signals dark times ahead with more instability and loss of life.
The conflict inflames tensions between the West and Middle East. It remains to be seen if cooler heads will prevail as the situation risks spiraling out of control.

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The F-35 fighter jet was meant to revolutionize air combat, but the hugely expensive program is plagued by crashes, cost overruns and doubts about its capability. We discuss a recent incident where an F-35 crashed during a training exercise and went missing, prompting a frantic search. With a price tag exceeding $100 million per plane, the single-engine design raises concerns about ejection risks. As the most expensive weapons project ever, the F-35 aims to be stealthy and high-tech. But does trying to meet too many needs ensure it succeeds at none?

Podcast Outline

Introduction:

The F-35 fighter jet was supposed to be a game-changer, but the program has been filled with controversy. Today we’ll look at questions surrounding this expensive aircraft after a recent crash left it missing for days.

F-35 Crash and Disappearance:

An F-35 crashed during a training exercise in South Carolina last month. After the pilot ejected and survived, the $100 million dollar plane went missing, prompting a multi-day search before debris was found. This was the third F-35 crash in just six weeks, raising concerns.

Design Flaws?:

Experts point to flaws in trying to design one aircraft variant for different branches and multiple countries. The single-engine configuration also means a failure forces the pilot to eject. With America planning to build over 2500 F-35s at a total cost of $1.3 trillion, these issues are worrying.

Failure to Meet Goals?:

The F-35 was envisioned as a stealth fighter that could share an advanced battle picture with forces across air, land, sea and cyber domains. But nagging issues have made some question if it falls short on delivering promised capability despite massive spending.

Cost and Control Concerns:

Between huge price tags for each plane and maintaining the expansive fleet, the F-35 program costs continue to spiral upwards. The recent crash also highlighted how losing control of even one aircraft could compromise sensitive technologies.

Conclusion:

The F-35 saga illustrates the risks of designing overly complex weapons systems meant to meet every need. As rivals develop more specialized platforms, hopes fade that the F-35 will provide the expected technological edge. The disappearance of one from a South Carolina base encapsulates broader concerns.

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A leaked naval intelligence report reveals China can build combat ships 200 times faster than the U.S. This staggering shipbuilding capacity shows how China is rapidly surpassing America's deteriorating naval fleet. We discuss the strategic importance of naval power throughout history, how the U.S. has neglected investments in maritime infrastructure, and the implications of China dominating global shipping lanes. With expertise from the maritime industry, we examine wasted spending on failed ship programs, the scrapping of vessels, and the need to revitalize U.S. shipyards.

Podcast Outline

Introduction:

A recently leaked naval report contained an alarming revelation – China can now build combat-ready ships 200 times faster than the United States. Today we’ll explore what China’s massive shipbuilding capacity means for the future of naval power.

China's Naval Dominance:

According to naval intelligence, China's shipyards have the capacity to produce over 200 million tons of ships per year, compared to less than 100,000 tons for the U.S. This includes critical military ships like submarines, destroyers and aircraft carriers. With this capacity, experts predict China is on track to have the world's largest navy by 2030.

Importance of Naval Power:

Control of the seas has always been a key determinant of military dominance. Naval blockade and commerce raiding can cripple economies, as seen in the U.S. Civil War. While strength on land is crucial, no country can project power globally without maritime supremacy.

U.S. Decline:

Meanwhile, the U.S. merchant marine fleet has atrophied, with less than 3% of ships worldwide flying American flags. Outdated environmental regulations have shuttered U.S. shipyards. At the same time, failed programs have wasted billions on ships that never sailed. As a maritime power, America has simply failed to invest in the naval infrastructure needed to keep pace with rivals.

Geopolitical Implications:

A Chinese navy that dwarfs all others would tilt the balance of power across critical regions like the South China Sea and Taiwan Strait. It also allows China to protect vital sea lanes for its exports and energy imports. America's dominance of global shipping and naval power since WWII is rapidly evaporating.

Conclusion:

The leaked report signals China's naval rise and America's decline. Revitalizing U.S. shipbuilding and seapower is an economic and national security imperative. If left unaddressed, Chinese control of the oceans could reshape the global order for decades to come.

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The alliance supporting Ukraine is cracking, especially among Eastern European countries, due to economic impacts like the grain export crisis. Poland and others have withdrawn aid over accusations that Ukraine is dumping low-quality grain in Europe, hurting domestic producers. This highlights the unintended consequences of the Russia-Ukraine war, as commodity supply chains and trade flows are disrupted. We discuss the complex dynamics causing divisions between Eastern and Western Europe, the rise of populism, and pressures on institutions like the EU and WTO. As the global order fragments, bold new approaches focused on freedom, strategic autonomy and effective decentralized governance may emerge.

Detailed Overview

Introduction:

The unity of Ukraine's allies in Europe is fracturing, especially on the issue of grain exports. Today we'll look at how the Russia-Ukraine war is disrupting commodity flows and causing divisions between Eastern and Western Europe.

Grain Crisis Impact:

Poland and other Eastern European nations have withdrawn support for Ukraine, accusing it of dumping poor quality grain into European markets. This has crashed prices and hurt domestic producers in these countries. Ukraine is now filing a complaint against Poland, Hungary and Slovakia with the World Trade Organization. The grain blockade by Russia is having ripple effects no one predicted.

Economic Blowback:

Beyond grain, the disruption of gas supplies and other trade due to sanctions on Russia is also fracturing European unity. Germany has criticized the U.S. for replacing cheap Russian gas with much more expensive LNG. Eastern European countries feel the economic pain more directly, while Western Europe leads on sanctions. This fuels populism and threatens institutions like the EU.

Shifting Global Order:

We're seeing a multi-polar world emerge, with sanctioned nations like Russia, China, Iran and Venezuela cooperating economically. Just as financial weapons can destroy economies, targeted investment in countries experiencing hardship can curry influence. With fragmentation comes a decentralization of power.

Freedom and Effective Governance:

As global and national orders transform, there is increased desire for freedom, strategic autonomy and self-determination. But effective decentralized governance is also needed to balance divisive forces. In a complex world, bold new systems that embrace both independence and interdependence are required. Outdated institutions must adapt or die. An exciting new era focused on human dignity is struggles to emerge.

Conclusion:

Cracks in European unity over Ukraine highlight unintended consequences of economic warfare. As trade flows fracture along East-West lines, innovative solutions balancing strategic independence and cooperative governance are essential to avoid fragmentation. In these turbulent times, maintaining allies requires understanding competing interests and crafting nuanced win-win solutions.

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Xi Jinping of China and Bashar al-Assad of Syria recently announced a new strategic partnership as U.S. adversaries band together economically and militarily. This episode explores the implications of this alliance, the history of U.S. involvement in Syria, and the shifting global order as American power declines.

We discuss the blowback from financial sanctions on Russia, increasing BRICS cooperation, and compare the current geopolitical situation to the Peloponnesian War between Athens and Sparta. With insight from experts, maps and historical context, this podcast analyzes potential future conflicts and the need for diplomacy in our multipolar world.

Podcast Script:

Introduction:

Hello everyone. Recently, the leaders of China and Syria announced a new strategic partnership as adversaries of the United States seek to align economically and militarily. Today we'll explore why this alliance matters, provide background on U.S. involvement in Syria, and discuss the shifting global order as American power declines relative to rival states.

Syria-China Partnership:

Last week, Xi Jinping and Bashar al-Assad announced a landmark strategic partnership between China and Syria. This comes as Russia, China, Iran, Venezuela and other nations sanctioned by the U.S. increasingly cooperate. Though the U.S. and Western democracies have made poor strategic decisions, these countries now see banding together as key to resisting American military domination.

U.S. in Syria:

The U.S. invaded Syria in 2014 under the Obama administration, with the aim of removing Assad. Since then, the U.S. has maintained a military presence in northeast Syria near major oil fields. Though Trump said he wanted to withdraw, he admitted it was about "keeping the oil." The U.S. essentially controls Kurdish oil production, while adversaries like Russia and Iran are partnering with Syria's central government.

Global Order Shifting:

U.S. financial sanctions on Russia have caused significant blowback, with sanctioned nations looking to trade outside the Western system. BRICS countries have focused on inter-trade and explored creating a joint currency. We're seeing the emergence of a multi-polar world, as the U.S. stands increasingly alone. When the U.N. refused to approve invading Iraq, the U.S. went ahead anyway, damaging international trust.

Historical Parallels:

This situation has parallels to the Peloponnesian War between Athens and Sparta, where rising Athenian power caused Sparta to fear it would displace them as regional hegemon. Graham Allison applies this "Thucydides Trap" framework to current U.S.-China tensions. Though war often seems inevitable in these scenarios, diplomacy and frank dialogue remains key to avoiding catastrophic outcomes.

Conclusion:

The emerging Syria-China alliance demonstrates Russia, China and other nations banding together economically and militarily in a multi-polar world. As American power declines, the blowback from imposing financial sanctions and attempting to control oil access shows the limits of military force. Avoiding war will require nuanced diplomacy and negotiations between all players on the global stage.

Artificial Intelligence Businesspeople Take to Capitol Hill to discuss regulation reminicing the Microsoft fight of the 1990s.

What Mike is Reading and the Dark Side of Selling your Likeness in an AI World

Is Artificial Intelligence a Friend or Foe for Creativity - The Screen Actors Guild Strike

The Incentives of Creatives When They Make so Little in Movies

Passion?

The Book of Judges and Icons of The Bible Compared to Modern Day

Sentient AIs Hope to Create Better Content

Social Norms and How We Change Our View of Others - Teal Swan and Fake Gurus Revisited

Name Image and Likeness at the Center of AI Debate for Screen Actors Guild Strike

Mike Wrote a Novel with Artificial Intelligence and is Afraid to Release It

Identity Story and People Behind the Scenes

Matt and Mike debate simulation theory and the theory that human beings are computers and micro-simulations operating in a larger collective network.

Matt and Mike discuss how public media and entertainment studios are incentivised to create high dollar blockbusters because it derisks the bottom line. Mike discusses how this pushes out smaller level films like comedies, unless they're hybrid films (like comedy with action).

We often discuss on this podcast how history is written by the victors. Matt and Mike discuss that history is a collection of aggregated personal opinions, especially digital opinion in an age of aggregated artificial intelligence.

Matt and Mike discuss the global populations religious beliefs by affiliation with religious orders, especially around the Roman Catholic Church.

Discussing Open and Closed Mindsets and the Concept of Open to Everything Attached to Nothing

Our AI Overlords Head to Capitol Hill to Discuss Regulation

Only one representative from a non-business interest advocating for the rest of us :)

Electric vehicles are running out of customers and some dealers don't want them anymore.

Like we predicted on this podcast, many of the marketing points to sell EVs are just not true and automakers are learning the hard way.

Consumers are balking at the reality of owning electric vehicles and the higher price tag. Dealers with unsold inventory are looking to carry vehicles that meet the buying demand of their customers.

Business Insider Article: https://www.msn.com/en-us/money/news/evs-are-running-out-of-customers-and-some-dealers-dont-want-them-anymore/ar-AA1fG6NV

Department of Energy announces $12B in subsidies to retrofit existing factories for electric vehicle production: https://www.msn.com/en-us/money/companies/department-of-energy-announces-12-billion-to-retrofit-auto-facilities-for-electric-vehicles/ar-AA1g3Dlc

#electric vehicles #automakers #vehicles

Matt discusses his view that large value venture capital deals decrease overall innovation by crowding out other companies and sidelining better technologies.

Matt and Mike discuss the meaning of Jesus, what we can understand from his story today and what walking in "his footsteps" means for people.

The Reverand Mike McVey throws down his theological insights.

#jesus #man #mythos

Matt and Mike discuss Roman Catholic Pontif Pope Francis' current world tour, his leadership style, and why he's different than many Pope's who have come before.

We also discuss the errie similarities between the 1st Crimean War (1852-1856) and today's struggle between East and West in and around the Black Sea.

#popefrancis #crimea #ukrainewar

The head of US INDOCOM announced the Replicator drone program, announcing that war success and competition with China in the far east will be heavily dependent on drone swarms technology. The goal is 1,000 precision drone strikes within 24 hours.

https://newatlas.com/military/replicator-usa-drone/

#drone #droneswarm #INDOCOM

Ukraine has claimed successful long-range missile test that would put Russia's Black Sea Fleet on Crimea in range.

The next day Russia activated their Sarmat missile system, nicknamed Satan II by NATO. This intercontinental missile system can carry 15 warheads at a time and travels approximately 15,000 MPH. Run by their space administration, Russian officials have notoriously said that it could destroy the entire UK.

#blackseafleet #NATO #Ukraine

United Auto Workers have authorized a strike with 97% voting to authorize.

Matt discusses the potential fallout for the US and Canada.

Discussing a debate stage without Donald Trump.

Fukushima's nuclear wastewater released into ocean.

China immediately outlaws imports of Japanese fish.

Discussing past fears and future fears for the global population around this release of radioactive wastewater into the ocean.

#fukushima #nuclear #wastewater

Artificial intelligence is taking over the military. Matt discusses tech, weapons and strategy going into the robotic killing revolution.

India Lands on the Moon!

Efficient, cost effective, and right on target, India's scientific and engineering feat is another small step for man, and a giant leap for mankind.

The national pride for this event was something to see and reminded me of the stories of the US in our first race to the moon. Love the unity!

#india #space #moon

The Quaker's have acknowledge their Native American reeducation boarding school past, one of the most hidden moments of the last 200 years, and has opened up and is digitizing their archives so the community can come to some understanding where these kidnapped children went.

Matt discusses personal delight that this is finally getting discussed in a way that can provide a framework for healing and resolution.

#americanindian #hiddenhistory #quaker

VIA the Associated Press

https://apnews.com/article/native-american-boarding-schools-quaker-digitize-records-37c2c3c56a8b369f7f8e7759b6592d21

National Native American Boarding School Healing Coalition

https://boardingschoolhealing.org/

Wagner's former leader is dead in a plane crash. Dead or disappeared, this was expected, but to understand Putin's hand is still outstanding.

Lots of unanswered questions.

#wagner #putin #war

Matt discussed the BRICS (Brazil Russia India China South Africa) meetup to discuss expanding the economic alliance as a greater parallel to the G7 (the 7 largest global economies).

By the time of this upload, the BRICS members have voted to expand in 2024 to include additional heavyweights like Iran.

Russia and China view the G7 as competitors in global dominance. Brazil, India, and South Africa appreciate their working, trading, and cultural history with western nations. Quite an interesting cake that is being baked.

We will follow up again in a few weeks with additional insight on this alliance.

I think most people that are honest about what happened in Maui are disgusted, horrified, and saddened at the incompetence.

When you centralize a grid, there's a responsibility to make it safe.

The Hawaiian spirit and the culture of Ohana is still alive, despite the failure of others. Rest in peace our friends.

#maui #transmissionlines #ohana

Discussing Europe's aging nuclear energy capacity and the amazingly done Reuter's piece "The Nuclear Aged" found here:

https://www.reuters.com/graphics/EUROPE-ENERGY/NUCLEARPOWER/gdvzwweqkpw/

COVID-19, Group Herding, and the Concept of Heroes

Matt has been reaching the concept of herding behavior in networks and financial markets since the early 2000's.

We discuss how and why people move in groups around the theme of COVID-19.

Matt and Mike discuss Alex Jones, Sandy Hook, and the Supreme Court ruling that can potentially open up an appeal for the Sandy Hook settlement.

This is likely our most contraversial episode but has substantial importance given Donald Trump being charged on similar charges. Trump fans think Special Prosecutor Jack Smith is evil despite him giving Trump the opportunity to defend his positions in court. This binary decision (evil or hero) is unintellectual and an unfortunate nature of current society.

Is free speech absolute in America?

After hundreds of years, the next two decades in America will likely be sorting out what these foundational documents such as the Bill of Rights and Constitution mean in a modern day society.

Being Seen - Supporting the Voice of Others

Self explainatory short episode

We discuss Matt's namesake (Matthew Anchor DeWitt Jensen) and grandparents/uncles, the de Witt's.

Sometimes when you lose, it opens you up and you get burned. In this case, it was a literal opening up and burning.

This history was carried on for hundreds of years in an underground political alliance that lives to this day, hidden documents, art, and family stories-only to be once again recognized over the last century.

We rise, to the sky, like the fires that burned our ancestors.

The Corpses of the de Witt Brothers, to this day, hangs in the Rijksmuseum, in memory of the brutal killing and rapes of our family and allies by the descendants of the current Dutch Monachs and their utilization of fake news to consolidate power away from the commoners.

There will be a lot more to discuss regarding this topic over the next year.

Matt hates superhero movies, Mike loves them. We compare and contrast this idea of the hero.

We discuss lack on institutional trust and short memories, specifically discussing years of my family fighting the emminent domain from the University of Washington and their expansion plans, despite donating massive adjacent property to the University.

Unfortunately, institutional power is often misused by their leadership at the expense to the community to fulfill their own narassistic legacies.

Realness and rawness is disruptive.

Oliver Anthony wrote and performs the hit The Rich Men North of Richmond.

Some would call this a protest song, others would refer to this as a call-to-action and calling it as it is.

We hope you enjoy Oliver Anthony, in his own words.

Oliver Anthony - Rich Men North of Richmond https://youtu.be/sqSA-SY5Hro

Oliver Anthony - Ain’t Got a Dollar https://youtu.be/4c_Nqlnn40w

Oliver Anthony Music - It’s a Pleasure to Meet You https://youtu.be/tmxyMJd7IQ8

What would you attempt to do if you knew you could not fail?

We discuss the politics of Toastmasters.

The highlight of this episode is the discussion around Yes Theory's YouTube video titled "I Paid a Taxi $10,000 to See How Far it Takes Me!"

You can watch that video here: https://youtu.be/_TedFmvfCYo

Much love to Cockney Reg and the true definition of a King - not a title, not blood, but the acceptance of responsibility for your community despite what happens.

It only took $10-15B and F-16 fighter jets.

We discuss the strategic importance of Turkey's alignment with NATO (currently a member) on Ukraine and the geographic aspect that drive this decision.

Matt and Spencer Tribwell discuss the concept of The Hero's Journey popularized by philosoper Joseph Campbell and how this relates to everyday life and how we experience the world.

Originally recorded in December 2021

--

I met in class at college and for years have been exploration partners in this world.

Whether it was late nights doing economic modeling, debates and spirtual experiences, personal development, spending times in the outdoors, or a good night on the town, Spencer has always been a traveling partner in my life through trials, tribulations, and what it means to be human.

Like many relationships, ours goes through stages but time, space, or disagreement cannot replace the core love that I have for him, as a friend and at times a mirror to my inner most subconscious.

I've been blessed with wonderful friends that challenge my reality and are co-creators in the world.

Listening to this episode brought up so many emotions due to decades of friendship.

--

Spencer Tribwell is founder and Co-Creator at Creative Living and Friends and a master breathwork practitioner.

Instagram: https://www.instagram.com/creativelivingandfriends/

Linktr.ee: https://linktr.ee/creativelivingandfriends

--

Welcome to The New Next podcast, where humanity's essence is laid bare!

Join economist, lobbyist, and futurist, Matthew Anchor de Witt Jensen, and his co-host, philosopher, former Minister, and public speaking champion, Mike McVey, on an extraordinary journey to unravel the fabric of the human experience.

Dive into intricate networks, cycles, and the depths of our souls and universe.

From war and peace to economy, culture, business, technology, and spirituality, we explore the core drivers shaping humanity.

Matthew's economic insights, spiritual exploration, and business expertise, along with Mike's philosophical perspectives, create a dynamic duo. Expect thought-provoking discussions, mind-bending concepts, and groundbreaking ideas.

Join our community of forward-thinkers, deep divers, and truth-seekers.

Subscribe now and shape the future. Welcome to The New Next!

matthewadjensen.com

We're at a turning point in the Ukraine War, Matt and Mike discuss.

Current EU President von der Leyen has accepted the position of NATO head after previously turning this down, Matt believes this could be one of the most consequential moments in the worlds history.

A member of the famous civil servants Albrecht family, President von der Leyen has had an incredibly successful career around youth development, a defensive defense department in Germany, and a career built around protecting children against sexual crimes. Having lineage from both Western Europe and Russian descent is important when you're discussing fragmented social groups divided through centuries of lineage wars.

What will happen with the EU after her departure? She has an incredible bench of leaders including Florentine Hopmeier that have been building the new future of Europe.

In a world where America is an unreliable partner, with foreign policy often driven by corruption, the New Europe built around the framework of the European Union and a European Army would, I believe, incredibly powerful tool of supporting Democratic values in the world in an authentic way.

We're at a turning point and the structure of NATO provides a way to support defensive training of cyber individuals, for instance, that can provide a targeted approach to economic development on a one-by-one basis, and bring unity through economics and collaboation to places like Ukraine, the Donbas, and former Soviet Republics.

Erasmus for cyber.

Matt interviews Kathy Cocks about her role as a community organizer in Republican politics around the framework of the 2017 book titled "The Conservative Heart: How to Build a Fairer, Happier, and More Prosperous America."

Kathy has been a friend of both Mike and Matt for years after meeting through Toastmasters and it someone Matt loves to discuss and debate policy with.

--

Kathy Cocks is the host of the Knowledge for Caregivers podcast and a RN.

The Knowledge for Caregivers Podcast provides practical tips from a geriatric nurse's perspective on how to help your aged love one. The world is experiencing an explosion of people living longer. At some point though, an aged person begins to need help. Most of that help is provided by family members.

Family members usually begin a steep learning curve on how to help their aged loved ones. Kathy works as an advisor for families to ensure their empowered with the knowledge you don't know you need until you go through this experience.

Find her pod here: https://open.spotify.com/show/578wn51kheik4jpbbTlmU9

--

Welcome to The New Next podcast, where humanity's essence is laid bare!

Join economist, lobbyist, and futurist, Matthew Jensen, and his co-host, philosopher, former Minister, and public speaking champion, Mike McVey, on an extraordinary journey to unravel the fabric of the human experience.

Dive into intricate networks, cycles, and the depths of our souls and universe.

From war and peace to economy, culture, business, technology, and spirituality, we explore the core drivers shaping humanity.

Matthew's economic insights, spiritual exploration, and business expertise, along with Mike's philosophical perspectives, create a dynamic duo. Expect thought-provoking discussions, mind-bending concepts, and groundbreaking ideas.

Join our community of forward-thinkers, deep divers, and truth-seekers.

Subscribe now and shape the future. Welcome to The New Next!

matthewadjensen.com

Originally recorded in December 2021, this episode has been in the hopper to release truly coming out of the COVID-19 pandemic. We talk about the opportunities when you are forced to pause.

This conversation expresses Matt's and Spencer's intertwined journey understanding and exploring spirituality and what it means to be human, as well as shedding the programming holding us back.

--

We met in class at college and for years have been exploration partners in this world.

Whether it was late nights doing economic modeling, debates and spiritual experiences, personal development, spending times in the outdoors, or a good night on the town, Spencer has always been a traveling partner in my life through trials, tribulations, and what it means to be human.

Like many relationships, ours goes through stages but time, space, or disagreement cannot replace the core love that I have for him, as a friend and at times a mirror to my inner most subconscious.

I've been blessed with wonderful friends that challenge my reality and are co-creators in the world.

Listening to this episode brought up so many emotions due to decades of friendship.

--

Spencer Tribwell is founder and Co-Creator at Creative Living and Friends and a master breathwork practitioner.

Instagram: https://www.instagram.com/creativelivingandfriends/

Linktr.ee: https://linktr.ee/creativelivingandfriends

Friend, philsopher, and spiritual coach Amar joins Matt to discuss life and concepts around personal authority of the freedom in our own life, and how we boldly create in uncertain times.

Identity, values, reconciliation, and threesomes...it's funny sometimes how life relates and how institutional structures shape our expression in society.

Much of this discussion revolves around the concept of personal freedom and healing, and its potential effects on society.

Hopefully this is the first of many discussions over the next few years with Amar and other friends where we deconstruct core spiritual concepts of what it means to be human in a restructuring society.

True Freedom & Releasing Our Feudal Roots - Identity, Reconciliation & Shedding the Cycles of History

Find more about Amar by visiting his website https://www.amar.energy/

Check out Amar's podcast on Spreaker https://www.spreaker.com/show/theluminous

And YouTube https://www.youtube.com/@AmarEnergy

It's unexplainable at this point that President Biden was allowed to run for President given the years of outward racism and open knowledge that the family was actively participating in alleged policy for bribery schemes.

Perhaps the American that respects the ethical responsibility of the office of the President the least is currently occupying the White House. In addition President Biden may have the worst understanding of what a burner phone is meant for, in the history of telecommunications.

There is no way to still maintain the integrity of the Western Democratic political system with him still in power. Unfortunately he has taken out Harris in the process and there's no possibility she can stay either. Fruit of the posionous tree.

President Biden has forever tainted President Obama's legacy in the process. He's clearly tainted goods now also.

Three cheers to the Big Guy for permanently disgracing the institution of the Presidency.

This is just the beginning.

Our prior episode on this the day of the "coup" was not allowed to publish.

The people in Western countries need to get better "experts" unless their pure goal is to create non-sense and misinformation.

It's become clear that peace was never the intent or strategy for the US and EU/NATO coalition.

One point not discussed is that Russia now has a convient ground attack point via the Belarus position if they decide to move of Kyiv.

Please don't forget the over million people who have been savagely murdered, and the countless women and children that have been brutally raped and will live with the scars of war forever. Please do not forget the people and children now enslaved because of this war, now being traded across the earth as a global commodity.

They never were given a choice.

Please take time to acknowledge the horrors of war, and the effects from the chaos of fleeing your home.

Marche Blanche

Billionaire Explorer Pleasure Cruises

As tax payers, we end up subsidizing these pleasure cruises one way or another whether directly through cash subsidies or through environment destruction.

We are embarassed for people like Jeff Bezos and Richard Branson, it's so tacky and trashy, especially Jeff's penis rocket.

We discuss Police shooting innocent people.

Marche Blanche

Matt and Mike discuss personal experiences with police violence and political corruption.

There are hours more of stories like this.

Marche Blanche

Unanswered Questions Regarding Bill Gates Association with Pedophile Jeffrey Epstein

A lot of time and money has been spent keeping years of behavior under wraps.

Will Bill Gates ever have to appropriately answer to his association and support of global pedophile cartel ring leader Jeffrey Epstein?

Mike correctly relates this situation and the unchecked toxic wounded boy to the book and tv series, the Handmaids Tale.

Matt and Mike discuss ethics and responsibility and perhaps Bill Gates' relentless funding for attacks on Donald Trump may be just a diversion tactic from having to address his own behavior.

Marche Blanche

Evgeny Prigozhin and Wagners Assets Will Now Be Absorbed by the Russian Government

The Russian Government will now seize strategically important mineral assets owned by PMC (Private Military Contractor) Wagner (Blackwater like military contractor + Strategic Mine Acquisition), including:

a large part of Syrian oilfield revenue
mining assets in approximately half of African countries

This will be used partially for continued chaos operations globally.

Russia is coming out as the worlds most powerful country by minerals and firepower, and a continued master in influence operations.

Despite the theater and political analysts everywhere saying this is the end of Putin, Evgeny Prigozhin is likely more Trojan horse than resistance hero. Evgeny has done the dirty work and is being released.

Viktor Bout is taking over Wagner Group and was recently spotted with Evgeny Prigozhin. He was traded for Brittany Griner.

Viktor Bout will be partially running the new global weapons, oil and mineral logistics arm developed by Russia in response to Western sanctions.

In the game of global chess, Viktor Bout, The Merchant of War, is about to bring the fireworks with 100% plausible deniability.

“The greatest trick the Devil ever pulled was convincing the world he didn't exist. And like that, poof. He's gone.” The Usual Suspects

—

Interesting resources:

WSJ Documentary: Shadow Men: Inside Russia’s Secret War Company

https://youtu.be/EMXnJMCoFYI

The Blackwater Shooting (2007) | The New York Times

https://youtu.be/L7sJitp1ZUk

VICE: Superpower for Hire: Rise of the Private Military

https://youtu.be/6LaSD8oFBZE

Warsaw Institute: Russia’s Strategic Considerations on the Sea of Azov

https://warsawinstitute.org/russias-strategic-considerations-sea-azov/

Metropolitan Opera: Wagner: Ride of the Valkryies https://youtu.be/xeRwBiu4wfQ

We discuss random things like philosophy, ethics, etc for two hours, well past our bedtime.

Come see Mike in person at Oklahoma City Improv.

The floodgates on generative AI have been unleashed and many people, like myself, are asking what's the point of this.

Matt's Wednesday Morning thoughts on the sorry state of internet content and the low ROI of online digital vs physical advertising.

In our first episode back after a two month hiatus

We review the predictions and technologies we discussed in old episodes
Discuss the War in Ukraine and the geopolitical power struggle
The Catholic Church's seat of power through history as central book/census keeper and the development of religion globally
The study of Astrology from a social science perspective - self-fulfilling prophesies?
Are we heading into a new Renissance?
The shift towards commodity based power - Maslow's Hierarchy of Economic Needs
Augmented reality and implanted digital devices
Musk's success at building highly leveraged businesses
Will the revolution be televised?
TV and media as Entertainment and global disinformation
Network theory, options pricing, the Black Scholes Merton Options Pricing Model, and misspecification of model structure
Millenials and younger are community driven generations - what that means for advocacy
Fake branding and fake entrepreneurs on LinkedIn
America's Political Divorce and how that is affecting non-political people and general government administration
Mike talks Presidents and President Truman
Venture is funding bad businesses because they are lazy and the current/former associate pool has never built anything
We generally discuss the state of the world

Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, discuss how Disney can better monetize their brand utilizing technology to decrease purchasing friction.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, discuss Mike's favorite company Disney and their iconic CEO Bob Iger.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, discuss how legal frameworks for new technologies are established.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, explain the artificial intelligence measure the Turing Test and the uses for AI in education.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, explain how growing large corporations requires expertise as a capital allocator rather than creativity.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, explain how artificial intelligence is being used in oil and gas operations.

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Mike, Matt, and friend of The New Next, software engineer, investor, and startup veteran Joel Stimson, explain private market accredited investing.

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Matt and Mike discuss the battle over the Speaker of the House, the historical context around this event, and what the "negotiated settlement" means for the future of the house and US democracy.

Send us a comment, we would love to know what our listeners think about this epic battle. Submit a question or comment for The New Next

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Matt and Mike discuss the effectiveness of the $60/barrell Russian oil price cap and the reality of enforcing such a ban. Episode recorded 12/19.

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In the first episode of the new year, we discuss the 2023 Defense Authorization Act passed in December 2022 and what this means for US military policy over the coming year. This episode was originally recorded December 19th.

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Volkswagen CEO says building EV batteries in Europe 'practically unviable' due to soaring energy costs https://news.yahoo.com/volkswagen-ceo-says-building-ev-023811857.html

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The young leaders of Europe have called for increased security independence from the US in recent years. We agree, a strong and independent Europe is great for the world.

Ukraine war shows Europe too reliant on U.S., Finland PM says https://www.reuters.com/world/ukraine-war-shows-europe-too-reliant-us-finland-pm-says-2022-12-02/

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The European energy crisis has brought about some interesting situations including Switzerland openly discussing the potential banning of Electric Vehicle use if the grid is stretched. We discuss how selling the idea of electric vehicles is easier than ensuring the grid is ready.

Referenced article:

Switzerland Considers Electric Vehicle Ban To Avoid Blackouts https://oilprice.com/Latest-Energy-News/World-News/Switzerland-Considers-Electric-Vehicle-Ban-To-Avoid-Blackouts.html

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When crude oil caps were originally proposed, Matt predicted this would accelerate the building of an additional transport market as well has a limited effect on Russia's sale of crude, and the price it may obtain. Well, with the caps are here and insurance bans in effect, Russia has drammatically increased their ocean oil transport fleet.

Matt discusses the type of oil transport ships Russia is purchasing and what this indicates for their global marketing strategy. Matt also discusses financial support present for building an additional oil transport and marketing market, and generally supporting the Russian oil and gas industry.

Referenced Articles:

Russia assembles ‘shadow fleet’ of tankers to help blunt oil sanctions https://www.ft.com/content/cdef936b-852e-43d8-ae55-33bcbbb82eb6
Explainer: Russia's tanker fleet too small to bypass oil price cap https://www.reuters.com/markets/commodities/russias-tanker-fleet-too-small-bypass-oil-price-cap-2022-11-23/
Russia Building ‘Shadow’ Fleet of Tankers to Avoid Oil Restrictions https://ussanews.com/2022/12/03/russia-quietly-amasses-shadow-fleet-of-tankers-to-sidestep-western-restrictions/

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We discuss with Software engineer, investor, and startup veteran Joel Stimson the life of being a Software Engineer in a startup.

#engineering #copyai #thenewnextpodcast

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We discuss the US Rail Strike that was "resolved" with Congressional action and what sort of impact a rail strike would have on the US economy. We also compare this to another rail strike in history.

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When the new artificial intelligence tools of the now develop content based on a few key words from the user, who owns the IP, the user or the AI? We discuss with Software Engineer and Investor Joel Stimson.

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The US and its allies discuss publically escillating their role in the Ukraine-Russia War. The US has previously held back sending weapons that could reach Russia but the Latvian Foreign Minister at a NATO meeting in Bucharest, Romania said Ukraine should be free to hit military targets in Russia. The US also considers drammatically expanding training of Ukraine Military forces.

Sources discussed:

Ukraine Should Be Free to Hit Military Targets in Russia, Latvia Says https://archive.ph/NlJAK

First on CNN: US considers dramatically expanding training of Ukrainian forces, US officials say https://www.cnn.com/2022/11/30/politics/us-military-expanding-training-ukraine

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The US tests a new weapons system on the border with Russia.

“It puts this thing within range of Russia. We are intentionally trying to be provocative without being escalatory,” Special Operations Command Europe’s Lt. Col. Lawrence Melnicoff told Stars and Stripes ahead of Wednesday’s launch. “We’re trying to deter Russian aggression, expansionist behavior, by showing enhanced capabilities of the allies.”

'Unconventional’ delivery of US airpower in Artic tailored to serve notice to Russia https://www.stripes.com/branches/air_force/2022-11-09/red-dragon-missile-norway-russia-7986361.html

#russia #war #thenewnextpodcast

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In a previous episode, we discussed the explosion of the Freeport LNG export facility and fall of natural gas prices in the US with less LNG being exported. Freeport has announced that the plant is coming online. We discuss how the shifting LNG market is affecting prices globally.

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We discuss why startups are waiting longer to IPO versus the 90s and early-2000s including discussions around financial innovation, technology, and fundraising strategy. We are joined by Software Engineer and Investor Joel Stimson.

#startups #ipo #thenewnextpodcast

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Framed around the rumors with Apple and Disney, we discuss why large corporations choose to acquire companies or enter into strategic partnerships versus developing creative in-house channels. We are joined by Software Engineer and Investor Joel Stimson.

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In the first of many episodes with our guest, Software Engineer and Investor Joel Stimson, we discuss a potential Apple-Disney merger and the strategic considerations that make it a potentially attractive option for both companies.

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We follow up on the Nordstream pipeline mystery to discuss new intelligence as well as a new report outlining the damage and potential guilty parties.

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Twitter has recently experienced mass layoffs, we talk about the effect of these layoffs both on the economics and the technical aspects of the business. We also discuss some of our prior predictions for the strategy post merger and how those have turned out.

Prior Twitter Discussions:

Elon Musk's Purchase of Twitter - Full Discussion
Update - Elon Taking Twitter Private

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The quick move the Federal Reserve had taken to increase rates has led to a sharp decline in housing activity across the US. The effects are disproportionally felt by different groups within the housing system.

We discuss the winners and losers and the factors in the housing market that make this time a different environment than 2008.

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Matt and Mike reflect and debate Matt's incorrect prediction that Trump would announce a new party and not a run for 2024.

Link to Prediction Episode

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Matt and Mike discuss the fallout from the failure of FTX, from missing money, to stain on the industry, to overlooked signs. We discuss what happened, what the effect will be, and the functional uses of blockchain.

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Uber and taxi drivers are master communicators, having the ability to practice with 1000s of random individuals per year. That why Matt always tries to strike up conversations with them.

Matt shares a recent amazing conversation about a drivers greatest moment over the past few years driving.

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We flash back to one of our favorite discussions in early August.

Transitioning from oil and natural gas to renewable energy results in a lot of potential financial issues for cities, states and municipalities. Matt and Mike discuss how hydrocarbon production pays to run cities, for schools, for hospitals and cannot be replaced by renewable energy production that often has incentives limiting tax collection. What will be next for these communities?

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As Elon Musk has taken the reins of Twitter and total chaos has ensued, we flashback to an episode recorded in late April discussing why Twitter's board was forced to accept the deal.

Why the Twitter board had to approve the Musk deal - board fiduciary duties and liability
Founder stock structures to maintain control when public

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Matt and Mike discuss the financial philosophy behind Robert T. Kiyosaki and Sharon Lechter's Rich Dad Poor Dad.

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Matt discusses his prediction that on November 15th, Trump will make a big announcement that he is forming a new party with MAGA aligned politicians. This prediction based on Trump making a rational choice to consolidate power based on an understanding of history and current dynamics.

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Matt talks about the different economics between people intending on using it as a primary residence versus investment buyers for long-term or short-term rentals. Matt also discusses factors driving the US housing supply and the undersupply of single family homes.

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Matt discusses why he reads financial news and that the typical motive of delivering financial value cuts out a lot of the BS. We also talk about generational theory.

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Matt discusses why it is important to understand the goals of financial educators and why you may not be their audience.

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Is the economy unlimited, only hindered by peoples willingness to trade? Or, is the economy zero sum, with people fighting over finite resources?

Mike and Matt discuss.

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The COVID-19 pandemic uncovered the cloak hiding the depths our stressed supply chain system and the US's reliance on cheap goods from Asia, especially China.

Matt discusses a FreightWaves article discussing how as US and China relations worsen, expect continued supply chain chaos.

https://www.freightwaves.com/news/as-us-china-relations-worsen-expect-supply-chain-chaos

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Russia targets where it hurts with ariel strikes against Ukraine's energy infrastructure powering major cities showing that a likely rough winter is ahead for its citizens.

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The energy crisis over the past year has caused most to reconsider their energy policy, especially those who were previously chief critics of nuclear power.

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Matt discusses the close Oklahoma Governor's Race between Governor Incumbent Stitt and Democratic Challenger Hoffmeister.

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The Russia Ukraine War has offered a glimpse of how wars will be fought in the future, during a very traditional 20th century land war.

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After massive investments in recent years, many large automakers are reducing or eliminating their fully autonomous vehicle departments and investments opting to focus on adaptive technologies. Matt discusses why and the market for these innovations for luxury vs other autos.

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Matt and Mike discuss the new saga in the global supply chain chaos with new cars.

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Discussed in previous episodes, we talk more in depth about Russia's floating nuclear reactor ships which are supplying mining operations with energy but offer a glimpse of an energy generator of the future.

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The Small Modular Nuclear Reactor has long been held as a solution to expand the footprint of nuclear energy but where is it?

Matt and Mike talk about what they are and the growth of small modular nuclear reactors as a solution for supplying our global energy demand.

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The fragile Joe Manchin-Progressive Democrat agreement to move forward permitting reform in exchange for passing the Inflation Reduction Act is dead. NY Times tells us why they are wrong.

Mike and Matt discuss permitting for large scale projects in the US and why lessening the permitting constraints that hamper oil and gas will help with a faster and broader development of US renewables.

https://www.nytimes.com/2022/10/05/opinion/environment/clean-energy-construction-permitting.html?smid=nytcore-ios-share&referringSource=articleShare

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Western Ukrainian allies have hit a wall where they are required to supply Ukraine with lower grade weapons to avoid risking their own military readiness.

We talk about the level and type of western military funding for the Ukraine-Russia war.

https://www.cnbc.com/2022/09/28/the-us-and-europe-are-running-out-of-weapons-to-send-to-ukraine.html

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Following the sabotage of Nordstream 1, part of Nordstream 2 appears capable of shipping gas just in time for Germany to approve previously revoked permits.

We discuss Germany's need for natural gas, Russia's strategy with Nordstream, and the potential outcomes.

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Cows everywhere are crying themselves to sleep at night with news that vegan meat sales are declining.

Mike and Matt discuss the fake meat market and why for us, meat alternatives still pale in comparison to a steak.

https://www.bloomberg.com/news/articles/2022-09-26/vegan-meat-sales-fall-with-high-prices-wokeness-turning-off-shoppers

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Mike updates us about his mom surgery and we talk about the marvel of modern medicine.

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Mike and Matt discuss Howe and Strauss' groundbreaking research on generational theory and cycles, starting with their first book written in 1991 titled Generations.

Understanding world events and how they shaped the ideals and actions of generational corhort groups throughout history can be a useful tool in decifering how similar events effect the potential actions of similar generational corhort groups in real time.

Join us as we discuss how understanding generational theory can help predict the future.

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The US Federal Reserve is insistent on rising rates as fast as possible to tamp out inflation. This is having mixed intended results, and a lot of unintended results as allies like the UK are paying more on their government debt.

We discuss how when the Federal Reserve acts, all boats are affected, while some are hit by a tsunami.

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The question is...who sabotaged the Nordstream pipeline system? The now disabled Nordstream pipeline system has changed the calculus in the ongoing Ukraine-Russia conflict, limiting potential exit ramps for Russia. At a depth that likely can only carried out by governments, is the sabotage the spark in the tinder pile that is current geopolitical relations?

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Mike attempts to explain this trend with "quiet quitting" and why he is not a fan.

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China and Taiwan is the current almost crisis that has the potential to really send the whole world into chaos. Matt and Mike discuss Pelosi's visit to Taiwan, US-Taiwan defense funding, and escalating rhetoric.

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China and Taiwan is the current almost crisis that has the potential to really send the whole world into chaos. Matt and Mike discuss Pelosi's visit to Taiwan, US-Taiwan defense funding, and escalating rhetoric.

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Mike and Matt talk about how it hard work always pays, the NBA's greatest players, and how people adapt and evolve with technology through generations.

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Mike and Matt talk about how it hard work always pays, the NBA's greatest players, and how people adapt and evolve with technology through generations.

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Matt and Mike talk about recent relevations with the conflict in Eastern Europe as well as the global disarray in markets.

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Matt and Mike talk about recent relevations with the conflict in Eastern Europe as well as the global disarray in markets.

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Matt and Mike discuss how advertising has evolved with changing technologies that attract our attention and how one misstep can lose users and propell upstart companies there at the right time (Instagram and BeReal).

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Matt and Mike discuss how advertising has evolved with changing technologies that attract our attention and how one misstep can lose users and propell upstart companies there at the right time (Instagram and BeReal).

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On this first of a two-part episode, we talk about what inflation is, how it is measured, how it occurs, what the Federal Reserve can do, and what is causing the inflation we are experiencing today.

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On this first of a two-part episode, we talk about what inflation is, how it is measured, how it occurs, what the Federal Reserve can do, and what is causing the inflation we are experiencing today.

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The world has been overtaken with inflation.

On this first of a two part episode, we talk about what inflation is, how it is measured, the typical ways it occurs, what the Federal Reserve is trying to and can do about inflation, and what is causing the inflation we are experiencing worldwide today.

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The world has been overtaken with inflation.

On this first of a two part episode, we talk about what inflation is, how it is measured, the typical ways it occurs, what the Federal Reserve is trying to and can do about inflation, and what is causing the inflation we are experiencing worldwide today.

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As our daily experience becomes more digital, we talk about the intersection between human experience and artificial intelligence in a period of rapidly improving AI technology generating truly realistic audio, video, and images.

What will the effect on geopolitics, war, nuclear weapons, and our human experience be when we are unable to distinguish between human and AI produced content? Will we lose our sense of reality?

Copy.ai https://www.copy.ai

One Photo Generated Avitars https://samsunglabs.github.io/MegaPortraits/

Amazon Alexa Mimicing Deceased Loved Ones https://www.cnbc.com/2022/06/22/amazon-demonstrates-alexa-mimicking-the-voice-of-a-deceased-relative.html

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As our daily experience becomes more digital, we talk about the intersection between human experience and artificial intelligence in a period of rapidly improving AI technology generating truly realistic audio, video, and images.

What will the effect on geopolitics, war, nuclear weapons, and our human experience be when we are unable to distinguish between human and AI produced content? Will we lose our sense of reality?

Copy.ai https://www.copy.ai

One Photo Generated Avitars https://samsunglabs.github.io/MegaPortraits/

Amazon Alexa Mimicing Deceased Loved Ones https://www.cnbc.com/2022/06/22/amazon-demonstrates-alexa-mimicking-the-voice-of-a-deceased-relative.html

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In a previous episode we talked about the rise and fall of WeWork and their CEO Adam Newmann.

Adam Newmann is back with Flow and armed with hundreds of millions in funding from iconic Venture Capital firm a16z (Andreessen Horowitz).

We talk about the funding round and why this may and may not make sense.

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In a previous episode we talked about the rise and fall of WeWork and their CEO Adam Newmann.

Adam Newmann is back with Flow and armed with hundreds of millions in funding from iconic Venture Capital firm a16z (Andreessen Horowitz).

We talk about the funding round and why this may and may not make sense.

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Transitioning from oil and natural gas to renewable energy results in a lot of potential financial issues for cities, states and municipalities. Matt and Mike discuss how hydrocarbon production pays to run cities, for schools, for hospitals and cannot be replaced by renewable energy production that often has incentives limiting tax collection. What will be next for these communities?

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Gasoline and oil prices have been falling lately driven partly by dropping gasoline demand and the lack of a summer driving season, but is gasoline demand really falling?

Government reported numbers show that gasoline demand at higher prices have fallen 16% while private numbers analyzed by GasBuddy show demand at the pump has grown 2%. Who's right?

Matt and Mike discuss measurement methodologies and what demand is likely doing during the summer of 2022.

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Listener Aaron asks referencing a NASA study, has nuclear energy saved lives?

I saw this in an article on South Korea's Multi-Pronged Approach to Boost Nuclear Energy and wanted to get your thoughts: "For years, nuclear proponents have argued that the relative dangers of nuclear energy are vastly exaggerated. In fact, a 2013 study by NASA scientists found that overall, nuclear energy has actually saved lives that would have otherwise been lost due to causes associated with air pollution from the combustion of fossil fuels that nuclear has displaced. The model made by the scientists at NASA’s Goddard Institute found that over the past 50 years, nuclear had saved an incredible 1.8 million lives – a number that has surely grown considerably in the decade since the study was published."

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Listener Kathy asks if the current US worker shortage is limiting economic growth. Matt and Mike discuss the landscape that has left us with a worker shortage and the fundamentals of how worker shortages limit economic output.

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After COVID-19 supply chain disruptions and lack of shipping capacity, retailers over bought inventories resulting in swamped warehouses and discounts heading into a recession. Matt and Mike discuss the factors that left retailers like Target and Walmart with too much stuff and too little demand.

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Listener Kathy asks us to discuss carbon capture.

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Los Angeles has pledged to recycle 100% of its wastewater by 2035. We discuss some of the responses from Western droughts and the exciting future of the reuse economy for human waste.

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Hawaii is replacing its last coal plant with a giant battery powered by oil generators. This coal plant provides 16% of the islands electrical generation capacity currently and the goal was to power the battery with excess energy powered from renewable energy sources.

Supply chain issues and delayed projects have left island residents with the burden of coming higher energy costs.

https://www.khon2.com/local-news/hawaii-gets-final-shipment-of-coal-expect-to-pay-more/

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We discuss the $7,500 EV new card and $4,000 EV used car credit from the new renewable energy bill - The Inflation Reduction Act.

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Tesla, GM, Rivian and more EV makers are dependent on the $360 billion battery market for their ambitious EV growth plans but 3rd party suppliers are struggling to meet the demand.

We talk about how the auto market is traditionally structured and how vertically integration might be required to meet sales goals. We also talk about EV subsidies and the need for more domestic critical mineral production.

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A large financial risk to traditional social media are how content creators are transitioning from a place where all the action happens to a lead funnel where the best content moves off-platform to places like Discord.

We discuss the changing methods of building communities online.

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California was an early pioneer for solar panel subsidies. Now, many of these solar panels have run their useful life and are headed for the landfill.

We discuss to need for a proper recycling and processing market, and solutions, to ensure this toxic waste does not end up polluting groundwater.

California went big on rooftop solar. Now that's a problem for landfills https://news.yahoo.com/california-went-big-rooftop-solar-120043034.html

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China has claimed its first offshore shale oil and gas discovery in the South China Sea. After years of disappointment developing shale onshore, we talk about why this matters for geopolitics.

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The Nordstream 1 pipeline is back online but at 50% of the capacity prior. We talked a few weeks ago on the podcast about Nordstream being put into maintenance and what that would mean for Europe.

The EU has agreed to reduce natural gas consumption by 15% to conserve supplies for this winter.

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Matt and Mike discuss the new climate focused bill negotiated between Senate Majority Leader Chuck Schumer and West Virginia Senator Joe Manchin.

Named the "Inflation Reduction Act", the bill covers climate, renewable funding, oil and gas, healthcare, and prescription drugs.

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Artificial intelligence is advancing quickly and increasingly reflecting humanity. Mike and Matt talk about Amazon's Alexa demonstration mimicing the voice of a dead relative (https://www.cnbc.com/2022/06/22/amazon-demonstrates-alexa-mimicking-the-voice-of-a-deceased-relative.html).

In the first of many discussions, Matt and Mike talk about AI from a philosophy perspective, the future evolution of human-like AI, and what this means for our understanding of humanity and how we address life.

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Matt and Mike discuss a quote Matt heard recently that he really loves:

"Skills are the ultimate hedge against inflation, it doesn’t matter if you’re trading bitcoin or seashells, if you are valuable people will pay you." - Alex Hormozi

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Matt and Mike discuss the shocking assassination of Shinzo Abe.

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Matt and Mike talk about the 2Q 2022 GDP numbers coming out Thursday July 28th and whether they will show negative growth.

We also talk about the misleading political disagreements brewing from both sides on what actually defines a recession and the battle to control the recession narrative.

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After discussing the Statisa poll a few weeks back measured over a year time, we discuss the most recent Monmouth University poll to give a reflection of the state of the electorate and the potential effects of Roe vs Wade being overturned.

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EU designates nuclear and natural gas as green. With Europe in an energy crisis, Matt and Mike discuss the potential impacts and why the change of heart.

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Russia's Gasprom Nordstream 1 pipeline which delivers much of Europe's natural gas is going under maintenance and testing. Matt and Mike discuss the effects of having this pipeline shut down for a minimum of a few weeks and what this means for Europe's energy crisis.

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Matt and Mike talk broader commodity prices with economic slowdown concerns and how falling copper prices historically indicate a recession.

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Matt discusses the London Metals Exchange nickel short intervention that saved a major Chinese nickel company and the lawsuits that followed.

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Matt talks about two exciting new patents that could revolutionize how we mine for strategically important minerals in the US, utilizing methods typically seen in oil and gas. These patents have the ability to drastically reduce environmental concerns with mining, overcome mining permit hurdles, and sustainably provide minerals for the energy transition.

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Gasoline and oil prices have been falling in the US but are they here to stay. Matt and Mike have competiting opinions and discuss expections for price in the future.

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The American Petroleum Institute has responded to President Biden's attack on the oil industry. We go through the 10 point plan written by the API to the President.

https://www.api.org/news-policy-and-issues/news/2022/06/15/api-response-to-biden-oil-refineries-letter

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NATO member Lithuania is blockadingr train transported goods from Russia to Kalingrad (Russian province within Lithuania) due to EU sanctions. A blockade is considered an act of war.

What does the US, Canada, Germany, UK, and other major western countries have to gain when conflicts in smaller countries could lead to devastating head-to-head conflicts?

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Matt discusses the antiquated process the US government goes through to measure inflation and talks about how a recession becomes official. Matt also provides an update on the June inflation report.

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Matt and Mike talk about the factors currently controlling the oil price, underinvestment in the sector, OPEC, refining utilization in the US, etc.

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Matt and Mike discuss the Roku and Walmart partnership and what this means for the future of how we buy as consumers of media.

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Matt recently attended a two day intensive workshop Founder University and discusses his experience.

Learn more about Founder University https://www.founder.university/

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Matt and Mike discuss US housing, the effects of the Fed rising rates, the current market, and where we may be going.

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Mike and Matt discuss the recent Statista survey measuring the most important issues facing the US.

Survey Details:

https://www.statista.com/chart/27646/most-important-issues-facing-the-us/

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Matt and Mike discuss the current state of the US economy, financial markets, and what it looks like going forward.

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Mike and Matt discuss the new Teal Swan documentary called The Deep End on Hulu. Teal Swan is an American spiritual teacher that became popular on YouTube.

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Mike and Matt talk the Hulu WeWork documentary, euphoria of startups, and the cult of Adam Newmann.

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Mike asks Matt to explain why companies IPO and go public and what the pros and cons are.

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Matt discusses the EU and UK's proposed Russian oil and gas products ship tanker insurance ban and why this has actual teeth that may rock global commodity markets.

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Mike asks Matt what he would do if President Biden appointed him Energy Secretary.

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Matt gives an update on the drama which is the Elon Musk Twitter buyout.

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Mike and I discuss the results of our first very small listener survey.

We would love your feedback on the podcast, here is a link to the survey (should take approx. 6 minutes):

https://forms.office.com/r/QhUu8xq3rS

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Mike and Matt discuss monopolies and the current monopoly legislation being discussed in congress.

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Mike talks about thinking through the environmental impacts and cost when buying a new car.

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Mike discusses his experience buying a new car in this inflationary environment.

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Already owning 83% of outstanding shares, Harold Hamm, Founder and Chairman of Continental Resources offers to take one of the largest independent oil and gas producers in the US private at a valuation of $25B. Matt discusses the deal and why Harold Hamm would like to do this.

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Matt and Mike discuss Russia's unfriendly country list and how this is being utilized to limit supplies to European countries. Matt discussed how this list came about and the risks to the economies of these countries. --------------

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Matt and Mike discuss diesel shortages in the United States and some of the steps the federal government will take to ease supply constraints. Matt discusses where diesel comes from and how the shortage is affecting inflation. --------------

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Matt and Mike discuss carbon capture technologies and how CO2 can be utilized in the future to produce more hydrocarbons in existing fields. Matt also discusses innovative technology to extract CO2 from ocean water and turn it into hydrochloric acid for industry use. --------------

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Matt and Mike discuss venture capital and tech funding in a rising rate environment. Matt discusses the different metrics being enforced for funding in 2022 vs 2021 and before and what this means for near-long term public and private tech sector performance. --------------

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With punitive policies being discussed targeting the profits of US oil and gas companies, Matt and Mike discuss the realities of why oil and gas companies cannot just produce more and why that would not really solve the targeted problems. Matt discusses the different capital foundations of production versus service companies and the general market for the oilfield services industry in the US right now.

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Matt and Mike discuss rising rates, the effect on housing affordability, and if falling house prices are in our future. Matt and Mike discuss the rapid growth in house prices since 2020.

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Matt and Mike discuss some of the hurdles of replacing gasoline with hydrogen in the United States. Matt offers pathways to scale commerical hydrogen production and sales in the United States through central locations.

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Matt and Mike discuss lithium and minerals important to the energy transition and in particular the production of energy dense batteries.

https://qz.com/2167432/lithium-mine-investments-lag-behind-ev-supply-chain/

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In today's podcast, we answer the first question submitted through our questions form located at https://www.matthewadjensen.com/podcast

Aaron asks, "I would love to get your thoughts on Michael Moore's energy documentary "Planet of the Humans." There are a lot of interesting energy topics explored in the film."

Mike and Matt discuss the film and related topics like renewable energy, biomass and clearcutting forests, policy making, using film as a medium to compel action, consumption, and Al Gore's inconvenient truth.

Matt mentions a great documentary to watch called "The Price of Green Energy" released by DW News, the Germany governments version of the BBC. The original video has been removed from Youtube by DW News but another user has uploaded here: https://www.youtube.com/watch?v=pjIdJRWJQAA

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Mike and Matt debate coaching gurus in the social media age

The rising Federal Reserve rate
Crashing growth stocks
Correlation between liquidity and stock market growth
Inflation and buying power

Fall in crypto prices
Luna / Terra stable coin crash
Wild West and talk about fools gold
Irrational exuberance

Modern monetary theory drove the theory of inflation-less spending
Putin's health

US spending package for Ukraine
US vs Russia military spending
Replacing Putin
Russia and China's strengthening economic partnership

Student loan relief and discussion of student loan market

The effects of the Ukraine war on food commodities
Cooking oil market destabilized with the Ukraine invasion
Ukrainian wheat exports
Indonesia palm oil export ban
Consumer good shortages
Diesel inflation

European energy prices
US natural gas prices spike due to exports to Europe
US Midterm Elections discussion
Polarization of congress – it’s hard to be a moderate and win elections (Kendra Horn)
The people voting to end US oil production now blaming US oil producers for “price fixing”
The spike in mineral costs needed for the energy transition is causing evolving renewable economics
Rivian IPO and subsequent stock crash

Doubling of Russia’s oil revenue versus 2021
Financial sanctions hit the poor but have not been successful at defeating the war machine
Russia forcing companies to pay for commodities in Rubles and India clearly stating they will continue to trade with Russia
Saudi’s shifting away from the petrodollar
Taking oligarchs’ stuff
Sanctions are easy to avoid in 2022 and most countries are focused on feeding their people and economies first
Politics has become a sporting event

Ukraine War update
Comparisons of Ukraine War to the buildup prior to World War I and World War II
China backing Russia
Weird war vibes
Media distractions while the world as we know it seems to be falling apart
Public perception
US funding for Ukraine War proposals versus Afghan direct military aid over War in Afghanistan
Russia’s invasion calculus with same US foreign policy brain trust that was in place during invasion of Crimea
Predicting war last year
Putin’s legacy and Russian succession plans
Russia’s threats to bomb European cities

Elon Musk Twitter purchase
Monthly active users as a valuation method for social media companies
Advantages/disadvantages of going public as an internet company
Public companies need bots to maintain monthly active user metrics
People have been focusing on culture war issues but why Twitter is a great business buy for Musk - Twitter job cuts, Twitter financials
Why Twitter is a better purchase financially versus other billionaire media purchases (WaPo, Time, etc)
Bot removal improves product and can improve advertising rates
Elon musk is a businessman that had to have a clear business plan and profitability trajectory to obtain financing
Why the Twitter board had to approve the Musk deal - board fiduciary duties and liability
Founder stock structures to maintain control when public
Advantages of taking public tech companies private

Food supply chain, fertilizer shortages, coming food shortages
Ukraine wheat production
US food storages versus China food storages
A near future where China leverages their food storage for geopolitical influence

Mike asks Matt about his newly published children's book, ABC's of Oil and Gas, now available on Amazon.

Going after what you want despite what others say - don’t let people rain on your dreams
Living life like a child approaches play
Journaling

Mike and Matt discuss the advantages of taking public tech companies private.

Why the Twitter board had to approve the Musk deal - board fiduciary duties and liability
Founder stock structures to maintain control when public

NFTs
Bored Ape Yacht Club hack $13M
Tulip Mania
NFTs as a mechanism for artists to capture future sales value
OpenSea NFT sales volume
Virtual reality applications beyond media and entertainment
The gamification of war

Why Twitter is a better purchase financially versus other billionaire media purchases (WaPo, Time, etc)
Bot removal improves product and can improve advertising rates
Elon musk is a businessman that had to have a clear business plan and profitability trajectory to obtain financing

Elon Musk's Twitter purchase
Monthly active users as a mechanism to value tech companies and how this relates to Twitter
Advantages/disadvantages of going public as an internet company
Why social media companies do not remove bots
The profit potential of Twitter - discussing financials and turnaround strategy

Mike and Matt discuss: - If WWIII started, would you see professional athletes serve like was common during WWII? - The effect of the Ukraine war on professional athletes - The effect of sanctions

Interconnectivity of humans in 2022
The role of digital influences and news cycles
The effect of war on ordinary civilians and recounting Russia and Germany fighting during WWII

Mike and Matt discuss: - The risk factors to US financial and economic dominance - Foreign influence in energy and mineral policy

Foreign influence in popular culture
China and the illegal drug pipeline
US's downfall likely not from invasion
Declining birthrates
World paradigm shifts
Modern philosophy
Redefining foundations, institutions, and global frameworks
Crypto
Adaptation of institutions
Technical evolution

Mike and Matt discuss: - What are bitcoin and cryptocurrencies

Bitcoin vs Fiat
Why people are interested in bitcoin and what makes it appealing?
Why is bitcoin considered digital gold and an inflation hedge?
Ethereum
Fiat currencies push people to risk assets - the role of inflation
What is Bitcoin mining
Burying money in the backyard
Mike's bad Bitcoin pun
Russia's exclusion from SWIFT
The shifting from trading in US dollars to country specific currencies
Countries developing their own digital currencies
Using crypto to avoid sanctions

Mike and Matt discuss: - Water and water resuse considerations for companies - Hydrogen as a replacement fuel for oil & gas

Future hydrogen production and sources of hydrogen feedstocks
Methane capture from cattle and food manufacturing operations
Desalination
Dwindling fresh water resources in the plains
A future with interstate fresh water pipelines
Water resuse operations in oil & gas
ESG innovation in oil & gas in recent years
Bitcoin mining rigs using wellhead gas from oil & gas operations that previously would have been flared

In this episode, we cover our primary goal to serve our listeners and how to contact us if you have a topic you would like us to address on the podcast.

Matt and Mike discuss the mad dash to reshore industries that are currently in areas with geopolitical risk like semiconductors and how years of inaction has left the US economy in a vunerable position.

Mike and Matt discuss: - East and West divergence

China and Russia own the base production required for the energy transition
Shaming China and Russia over emissions when they are producing goods for Western consumption
Chinese technology sharing requirements
COP26
Selective human rights
How China and Russia control the supply chain of renewables
China’s goal to feed their people first and build geopolitical strength
The authenticity or narcissism of US climate policy?
Issues with seeing environment through single metrics like CO2 only

Mike and Matt discuss: - Nuclear power catastrophes

Nuclear weapons as a deterrent
Ukraine and Kazakhstan’s former nuclear weapon stockpiles
The Ukraine Russia war
US Weapons systems and NATO expansion
Postives of a new European Army

Mike and Matt discuss: - How China and Russia control the supply chain of renewables
- China’s goal to feed their people first and build geopolitical strength

China’s growing global dominance
US financial sanctions moving countries away from trading in US dollars and the ending of the petro dollar
The outcomes of potential Russian fertilizer shortages
Moving too fast to renewables and unintended consequences
China’s economic miracle
Will people be willing to sacrifice their quality of life?
The minerals need to recreate our entire energy infrastructure

Mike and Matt discuss

The growth of electric vehicles
NIMBY-ism (not in my back yard) of the minerals extraction process for the switch to renewables
Why the current supply chain for renewable energy is problematic and needs to be reconsidered (child labor, slavery, etc)
Why China and Russia dominate the supply chain of the future

Mike and Matt discuss: - Energy as the most important feedstock of the US economy

Why energy independence matters
Emotional energy policy decisions
Remembering the Iraq was from the liberal political perspective
Dividing political groups over energy fear and motivating people to vote

- Russia – Ukraine and how the war may affect commodity flows

The energy generation needs required to run 100% electric vehicles
The effect of oil and gas prices on economies
Basics of refining and why Russian oil cannot be replaced with any oil

- The cause of potential reductions of Iran and Venezuela sanctions

The miracle of US shale gas
Strained logistics and a perfect storm
Effects of Presidential Administrations in investment flows
Why gas prices increased unrelated to the Ukraine Russia war

In this episode we discuss a pivot for the podcast talking more about topics related to energy, finance, geopolitics, and technology.

Our new co-host is Mike McVey, host of the Nobody's a Nobody podcast. After Matt was on his show last year, many people expressed that they loved the discussion relating to complex topics (energy, finance, geopolitics) in a way that was accessible for non subject matter experts. Soon after, Mike and Matt starting talking about collaborating.

Join us as we discuss how we got to this point and some of our expectations going forward for the podcast.

On this episode of The New Next, we talk to Seattle-based life coaches Seth Pearson and Spencer Tribwell.

We discussed topics such as spirituality, personal development, self-love, finding your purpose, consciousness, the Modern Mystery School, coaching, and a lot more fun stuff (like the future slap accelerator).

Seth Pearson is Seattle’s Self-Love Warrior and host of the Love Amped podcast. His coaching focuses on self-love, personal power, and financial abundance. You can find Seth Pearson on social platforms via @loveampedseth, his website www.loveamped.com, and information on his Purpose Accelerator www.loveamped.com/purpose-accelerator.

Spencer Tribwell is a coach at Creative Living with his Evolution Mentorship focusing on your why, purpose, uncovering your spiritual self, and tapping into your soul magic. You can find Spencer Tribwell on social platforms via @creativelivingandfriends and www.spencertribwell.com which includes information on the Evolution Mentorship program.

Don’t forget to give us a 5-star rating on Apple Podcasts or Spotify if you enjoyed the episode as it helps us reach more people. 😊

If you would like to reach the Matt, you can find him on social platforms via @matthewadjensen or through pearsalltech.com.

On this episode I talk with podcaster and nurse Kathy Cocks about politics in general and the changing face of conservative politics.

Kathy Cock's hosts the podcast Knowledge for Caregivers (which is I highly recommend) introducing listeners to care tactics for aging relatives and friends. She is also active in local Republican politics and has been my go-to-person to ask questions about conservative politics in recent years. In this episode we discuss topics like education, The Conservative Heart, immigration, raising a child with special needs, and much more.

Kathy grew up in South Vietnam and the Philippines after South Vietnam collapsed. Her parents worked overseas. She had this exotic childhood that she cherishes, but also struggled with untreated severe depression and anxiety. These mental health challenges caused her to feel a call to nursing to help other people. After finishing her Bachelor of Nursing, she married Steve who joined the Air Force and Kathy again travelled frequently while raising two children. She read as much as she could about politics and joined the Republican Party in college after finding success during the Regan Presidency.

Welcome to The New Next, a podcast where we explore the themes, people, institutions, and ideas shaping society, markets, and culture, now and into the future.

Hosted by Matt Jensen, join us as we explore topics like energy, religion and spirituality, finance and markets, economics, geopolitics, and peoples lives to learn more about life today... and what will be The New Next.

In this episode I interview life and business coach Spencer Tribwell. Spencer early in his career worked in aerospace, at one time managing a joint venture in China, until realizing his need and ability to help others get in touch with their ability to grow and personal magic.

We discuss topics such as the hero's journey, becomming complete with past traumas, the role of spirituality in our lives, the power of breath, and unlocking our soul magic.

Spencer has been my coach for years and is a good friend. I hope you enjoy this authentic conversation.