The J Capital Research podcast about capital markets and the art and science of investing. Music: "Avalon Blues" by Mississippi John Hurt. The podcasts are for information purposes only and should not be relied upon as investment advice.
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The Polis Project, Inc is a hybrid research and journalism organization producing knowledge about some of the most important issues affecting us, by amplifying diverse perspectives from those indigenous to the conflicts and crisis affecting our world today.
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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HealthTech Talk Live broadcasts live weekly on iHeart Radio / Clear Channel nationwide from 640 WGST AM Atlanta, 3:00pm – 4:00pm EST every Saturday. Host Ben Chodor interviews the front-page emerging health tech innovators and titans about the latest in digital health technology, human ingenuity, bio-tech medical advancements and health tech capital market trends. Learn how the experts use risk management techniques and clinical trials to build fully diversified portfolios and what it takes ...
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Non-U.S. stocks begin to make their case
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…
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Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Por…
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Tapping into a broad set of growth drivers in mid-caps
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Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…
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Navigating U.S. securitized markets in an uncertain rate environment
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Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.Oleh Janus Henderson Investors
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The emerging return potential of emerging markets
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In this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.Oleh Janus Henderson Investors
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Disinflation creates solid ground for rate cuts
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Global Perspectives: Disinflation creates solid ground for rate cutsOleh Janus Henderson Investors
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Investing in the small- and midsize healthcare companies innovating for a graying world
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How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations. In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportun…
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Research in Action: Bank failure risk declines for new year
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2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector.Oleh Janus Henderson Investors
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Research in Action: Secular trends outweigh the cyclical in industrials
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Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.Oleh Janus Henderson Investors
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Research in Action: Finding sustainable growth in the tech sector in 2024
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2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead.Oleh Janus Henderson Investors
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Research in Action: Healthcare’s setup for 2024 strengthens
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2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.Oleh Janus Henderson Investors
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Research in Action: Can energy hit the right supply/demand balance in 2024?
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2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.Oleh Janus Henderson Investors
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Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
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2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain.Oleh Janus Henderson Investors
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Investing in the transformation of a sustainable economy
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Hamish Chamberlayne discusses his outlook for 2024.Oleh Janus Henderson Investors
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Listed REITS – catalysts are in place for a re-rating
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Guy Barnard, Co-Head of Global Property Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, review how listed property has fared this year and explain why 2024 may be a more favourable backdrop for the sector.Oleh Janus Henderson Investors
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Research in Action: Are insurance stocks on investors’ side?
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Research Analysts Andrew Manguart and Ian McDonald join as guests to explain the reasons for accelerating premiums in home, auto, and commercial lines of insurance and why these trends could extend the industry’s recent gains.Oleh Janus Henderson Investors
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Redefining growth potential in the technology sector
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Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead.Oleh Janus Henderson Investors
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Research in Action: Streaming media – a case study in tech disruption
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Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change. Research Analyst Divyaunsh Divatia takes listeners through the ups and downs of the streaming revolution and explains what it might take for the media industry to come through this period of t…
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Demystifying securitized fixed income
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Portfolio Managers John Kerschner and Nick Childs discuss the securitized subset of the fixed income market and where they see opportunities for investors to diversify their portfolios and uncover income opportunities.Oleh Janus Henderson Investors
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Research in Action: With less oxygen in the economy, what’s next for consumer spending?
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Research Analyst and Consumer Sector Team Lead Josh Cummings joins as a guest to discuss how higher interest rates and a cooling labor market might impact consumer spending.Oleh Janus Henderson Investors
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UK’s racialized immigration policies: Francesca Recchia in conversation with Helidah Ogude Chambert
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In this podcast, Francesca Recchia sits down with Helidah Ogude Chambert to discuss the racism and xenophobia inherent in the United Kingdom’s immigration policies, where it stems from and which communities are particularly vulnerable to it and why.Oleh The Polis Project
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The Genocidal Gaze: A conversation with Elizabeth Baer
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Suchitra Vijayan in conversation with Elizabeth Baer about her book "The Genocidal Gaze."The first genocide of the twentieth century, though not well known, was committed by Germans between 1904–1907 in the country we know today as Namibia, where they exterminated hundreds of Herero and Nama people and subjected the surviving indigenous men, women,…
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Terror Capitalism - A conversation with Darren Byler
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Suchitra Vijayan speaks to Darren Byler about his book Terror Capitalism: Uyghur Dispossession and Masculinity in a Chinese City. In Terror Capitalism anthropologist Darren Byler theorizes the contemporary Chinese colonization of the Uyghur Muslim minority group in the northwest autonomous region of Xinjiang. He shows that the mass detention of ove…
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How home disappeared: Twenty years after the Gujarat pogrom
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Twenty years after the Gujarat pogrom, Suchitra Vijayan speaks to Zahir Janmohamed about the moment, his experience on the ground and his work since. The conversation delves into the deep seated anti-Muslim sentiment in India and looks for ways to heal. The conversation was originally held as a Twitter Space session.…
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Reproductive Politics and the Making of Modern India: A conversation with Mytheli Sreenivas
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In this conversation, Urvi Khaitan sits down with Mytheli Sreenivas to discuss her book, "Reproductive Politics and the Making of Modern India'. The book explores colonial administrators, postcolonial development experts, nationalists, eugenicists, feminists, and family planners all aimed to reform reproduction to transform both individual bodies a…
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India's Undeclared Emergency: Suchitra Vijayan in conversation with Arvind Narrain
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In this conversation, Suchitra Vijayan speaks to Arvind Narrain about his book India's Undeclared Emergency: Constitutionalism and the Politics of Resistance. They touch upon the provisions in the constitution that have been interpreted to shove India into an unofficial emergency situation, reflect on how this compares to India's emergency of the 1…
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The extrajudicial excesses of Pakistan's military: A conversation with Ahmad Waqas Goraya
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In this conversation with Francesca Recchia, Pakistani activist Ahmad Waqas Goraya speaks about the repercussions facing those who dare to criticize the military establishment in Pakistan, his own personal encounter with the institution and the subsequent experience of torture and exile.Oleh The Polis Project
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Negotiating Survival: Francesca Recchia in conversation with Ashley Jackson
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Francesca Recchia speaks to Ashley Jackson about her book Negotiating Survival: Civilian–Insurgent Relations in Afghanistan.Based on over 400 interviews with Taliban and civilians, this book tells the story of how civilians have not only bargained with the Taliban for their survival, but also ultimately influenced the course of the war in Afghanist…
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Legacies of French colonialism in India: Suchitra Vijayan in conversation with Jessica Namakkal
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Suchitra Vijayan sits down with author Jessica Namakkal to discuss her book "Unsettling Utopia". The book presents a new account of the history of twentieth-century French India to show how colonial projects persisted beyond formal decolonization. Through the experience of the French territories, Namakkal recasts the relationships among colonizatio…
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Data privacy and surveillance in India: Suchitra Vijayan in conversation with Prasanna S.
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Suchitra Vijayan speaks to Prasanna S. about data privacy in India, the state's use of the Pegasus spyware to surveil voices of dissent and what it means for civil rights in the country. The discussion was originally held on Twitter Spaces.Oleh The Polis Project
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RAW, ISI and loss of life over the years: Francesca Recchia in conversation with Adrian Levy
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Francesca Recchia speaks to Adrian Levy, co-author of The Forever Prisoner: The Full and Searing Account of the CIA’s Most Controversial Covert Program. Based on four years of intensive reporting, on interviews with key protagonists who speak candidly for the first time, and on thousands of previously classified documents, The Forever Prisoner is a…
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Electronic voting in Pakistan's fragile democracy - A conversation with Hassan Javid
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In this podcast, Francesca Recchia speaks to Hassan Javid about the decision to introduce electronic voting machines in Pakistan for the general elections to be held in 2023. Javid explores the circumstances under which the legislation was passed, the viability of the plan and its impact on electoral transparency given the history of military inter…
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The rapidly shrinking press freedoms in Pakistan - A conversation with Abbas Nasir
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In this podcast, Francesca Recchia sits down with Abbas Nasir to discuss the rapidly deteriorating press freedoms in Pakistan. They discuss the Pakistan military's intervention into the news media industry, news outlets that provide regular platform to state propaganda and the hope for the future.Abbas Nasir is a former editor of Pakistan's English…
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The RSS and the making of the Deep Nation: A history of the RSS from fringe to State
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In this episode, Suchitra Vijayan sits down with Dinesh Narayanan to discuss the formation of the RSS, its links with the BJP, its role in violence and the distortion of history to create role models out of RSS figures like V.D Savarkar.Oleh The Polis Project
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No land's people: Documenting Assam's NRC crisis
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In this episode, Suchitra Vijayan sits down with Abhishek Saha to discuss the xenophobic rhetoric around issues of migration and citizenship. What does belonging to a land look like? How is the way we imagine citizenship inherently violent? And how do state negligence and ill-intent come together to deny someone their right of existence in their ho…
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Who is the murderer: Francesca Recchia in conversation with Reem Khurshid
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In this episode, Francesca Recchia is in conversation with Reem Khurshid, a political cartoonist and illustrator based in Karachi.Reem Khurshid recently collaborated with Justice Project Pakistan to illustrate their latest project "Who is the murderer?" The project is an interactive fictional story surrounding the mystery of a murder, a subsequent …
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Writing fiction in a dystopian world: On privilege, narrative building and reprieve in storytelling
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In this episode, Francesca Recchia is in conversation with Mohammad Hanif, a fiction writer and journalist based in Karachi.Mohammad Hanif, an acclaimed name in South Asian literary circles, often uses fiction to reflect upon realities oft forgotten in the privileged mainstream. In this conversation, Hanif delves into reasons that motivate him to c…
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Urban displacement and grassroots activism in Karachi
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In this episode, Francesca Recchia is in conversation with Fatima Zaidi, a journalist, activist and member of the Karachi Bachao Tehreek.Karachi Bachao Tehreek is a grassroots coalition of lawyers and activists who are concerned about the sustainability of the development projects in the city. They work in collaboration with community leaders in th…
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Urban conflicts and promises in Karachi: evictions, development and activism.
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In this episode, Francesca Recchia is in conversation with Arif Hasan, an architect, urban historian and activist from Karachi. Looking at the recent anti-encroachment drives that have targeted vulnerable communities the city, Hasan details how Karachi changed from a bustling multi-ethnic city after Independence to one blatantly favoring upper clas…
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The living room | A conversation with Sandi Hilal
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In this episode, Francesca Recchia is in conversation with Sandi Hilal on her project “The Living Room.” Reflecting on her experiences with refugees in Boden, North Sweden, Dr Hilal speaks of the passivity and agency of refugee lives and cultures as they navigate the manifestly European distinctions of the public and private space. How do refugees …
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Colonial Terror | A conversation with Dr. Deana Heath
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In this episode, Suchitra Vijayan is in conversation with Dr. Deana Heath about her book Colonial Terror. Focusing on India between the early nineteenth century and the First World War, Colonial Terror explores the centrality of the torture of Indian bodies to the law-preserving violence of colonial rule and some of the ways in which extraordinary …
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Reflections on representation | Rethinking pedagogy: Dignity in representation
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This is the final conversation of this four-part series.Photographer and educator Rishi Singhal reflects on teaching photography and visual practice to a new generation of artists and practitioners who are committed to producing and creating socially relevant bodies of work. Music: Architect by Blue Dot Sessions (Creative Commons License)…
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Reflections on representation | Against empire: Records of resistance
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This is the third conversation of a four part series.Photographer and filmmaker Laura Saunders discusses her work on the US / Mexico Borderlands, by interrogating the multifaceted histories of migration; and the colonial violence of the border as a site that produces narratives of criminality. Laura is documenting the construction of the Mountain V…
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Reflections on representation | Representing geographies of displacement
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This is the second conversation of a four-part series. Sinthujan Varatharajah is a political geographer, essayist, and researcher based in Berlin. Their work focuses on geographies of displacement and statelessness. In this conversation, they discuss the relationship between spatial politics, geographies of power, and statelessness. Music: Architec…
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Reflections on representations | History begins at home: Conversation on photography and memory
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This is the first conversation of a four part series.Bombay-based photographer and author of The Red Cat and Other Stories Ritesh Uttamchandani and Suchitra Vijayan discuss her book Midnight’s Borders, as a continuation of their decade-long conversation about history, memory, and photography.Music: Architect by Blue Dot Sessions (Creative Commons L…
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Politics Podcast | Episode 9| "Injustice anywhere is a threat to justice everywhere"
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Last year, the California Department of Fair Employment and Housing had filed a lawsuit against Cisco on the grounds that a Dalit employee had been severely discriminated against by his ‘upper’ caste supervisors. While the US does not specifically have laws against caste discrimination, the California government used sections of the historic Civil …
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The War Lawyers | A conversation with Dr. Craig Jones
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In this conversation, The Polis Project’s Suchitra Vijayan discusses Prof. Craig Jones's recent book The War Lawyers: The United States, Israel, and Juridical Warfare. Over the last 20 years, the world's most advanced militaries have invited a small number of military legal professionals into the heart of their targeting operations and spaces that …
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Politics Podcast | Ep 8 "Reflections on an Imploding Empire"
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In 1964, Malcolm X wrote, “There is no system more corrupt than a system that represents itself as the example of freedom, the example of democracy, and can go all over this earth telling other people how to straighten out their house when you have citizens of this country who have to use bullets if they want to cast ballots.”Fifty-seven years late…
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Politics Podcast | Ep 7 "Change Comes from Social and Labor Movements"
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Since September, thousands of farmers have been protesting the new laws that aim to deregulate Indian agriculture.They have clearly stated that these neo-liberal laws will dismantle safeguards, create greater instability, severely affect their livelihoods, and put the country's food security at risk. While simultaneously creating an opportunity for…
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Politics Podcast | Ep 6 “Leaders they want; leaders of nobody”
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Madhuri Sastry, freelance writer and the Marketing Director at Guernica magazine, hosts The Polis Project’s roundtable discussion “Leaders they want; leaders of nobody". Vice President-elect Kamala Harris is the first Black woman, and the first person of Indian descent to occupy this lofty position. While it is a moment of pride for Black and Brown…
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