Good Revenue

US-China Trickery, AI Fallout & Corporate Bad Actors Surge


Listen Later

October’s 153,000 job cuts mark the worst layoffs since 2003, pushing total U.S. layoffs in 2025 to 1.1 million. First-time homebuyers now average age 40, while small firms battle tariffs as the US–China truce frays over soybeans, rare earths, AI chips, and pharmaceuticals. OpenAI floats a taxpayer bailout; Microsoft’s fast-follower AI chip strategy and Meta profits from scam-linked ads. Major food giants clash over healthy food laws, IRS ends free tax filing, and Ozempic drug price negotiations could reshape healthcare.


🎯 DISCOVER:

- How October’s job cuts impact the economy and markets

- How first-time homebuyer demographics redefine housing trends

- What a Supreme Court ruling on tariffs may mean for small businesses and trade

- Why US–China trade talks remain volatile over critical minerals, agriculture, and drugs

- The latest on Nvidia B30A chips and US export controls

- OpenAI’s taxpayer bailout debate and systemic risk

- Why Microsoft and Meta’s AI and ad strategies drive enterprise and consumer risk

- How IRS Direct File changes and GLP-1 drug pricing shift personal finance


🔍 TIMESTAMPS

00:00 Intro – Today’s Key Market & Policy Stories

00:26 Welcome + Quick Format Overview

00:53 Jobs Report – Worst October Since 2003

01:17 Housing Market Shift – Older, Fewer Homebuyers

01:54 Small Business vs IEEPA Rules Explained

02:19 What Happens If IEEPA Falls?

03:06 U.S.–China Trade Truce: What’s Next?

03:41 Soybean Exports & Farm Trade Outlook

04:32 China’s Rare Earth Strategy

05:32 “Poison Pill” in US Trade Deals

05:56 Pharma Precursors & Supply Chain Risks

06:46 Nexperia & EU-US-China Tensions

09:50 Nvidia B30A – Next Front in China Chip War

10:41 OpenAI Bailout Breakdown

11:45 Microsoft’s New AI Strategy

14:06 Meta Scams Customers

16:24 IRS Ends Free File

16:52 GLP-1 Drugs Pricing

17:52 Outlook


📚 SOURCES & DATA:

- 150K Job Cuts in October 2025: https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/

- First-Time Homebuyers Age Hits 40: https://www.nar.realtor/research-and-statistics/research-reports/highlights-from-the-profile-of-home-buyers-and-sellers

- Small Businesses Challenge Trump Tariffs : https://www.scotusblog.com/2025/10/small-businesses-and-states-urge-court-to-strike-down-trumps-tariffs/

- Inside Trump-Xi Meeting: https://www.brookings.edu/articles/what-happened-when-trump-met-xi/

- China Buys Brazilian Soybeans : https://www.reuters.com/world/china/chinese-buyers-purchase-brazilian-soybeans-prices-ease-over-us-china-trade-thaw-2025-11-03/

- Nexperia Chips & Semiconductor Dispute: https://apnews.com/article/china-netherlands-nexperia-chips-semiconductors-df33017565dc09cada05b06cc25705dc

- Microsoft’s New AI Fast Follow Post OpenAI: https://finance.yahoo.com/news/microsoft-freed-relying-openai-joins-140000071.html

- Processed Food Firms Fight State Ingredient Laws: https://www.nytimes.com/2025/11/06/health/rfk-big-food-companies-maha.html

- IRS Ends Free Direct Tax Filing: https://apnews.com/article/irs-direct-file-not-available-2026-04f2d0c31bec80b55d122a0e76e08c36

- Meta Earns Billions from Scams, Fraud & Ads: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/

Full list: https://youtu.be/6Juw5ZiL3Es

👇 SUBSCRIBE FOR SHARP INSIGHTS 🔔

  • YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ
  • Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au
  • Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473
  • Web: https://goodrevenue.io/goodrevenue
  • Follow Neeta: https://www.linkedin.com/in/neetabidwai/

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Good RevenueBy Neeta Bidwai