A fast-moving briefing on the global ripple effects of ship seizures, the latest federal-versus-state clash over artificial intelligence regulation, Vietnam’s record trade surplus with the United States despite tariffs, Elon Musk’s assessment of the “Department of Government Efficiency,” and the Senate’s deadlock on Affordable Care Act subsidies, putting premium increases on track.

Chapters
00:00 Headlines / cold open
01:14 Welcome and setup
03:33 Ship seizure and the global trade precedent
18:12 Break
19:14 Executive order targeting state artificial intelligence laws
30:02 Sponsor message
30:20 Vietnam’s record surplus with the U.S. despite tariffs
39:48 Musk on “Doge” and the limits of job-cutting programs
49:09 Break
50:09 Senate health-care deadlock and expiring subsidies
01:05:31 Audience Q&A / live discussion
01:09:01 Closing