Bailouts, Write-Offs, and A Very Cold Winter

Farmers, automakers, and consumers are feeling the pressure as tariffs, policy reversals, and energy costs collide. This episode breaks down the U.S. government’s $12B farm bailout, Ford’s $19.5B EV write-off, rising winter energy prices, and a surprising Disney–OpenAI deal. We also cover the European Union’s expanding regulatory posture on social media, China, taxation, and geopolitics, and what it all signals heading into 2026.

🎯 WHAT YOU’LL LEARN

- Why U.S. farmers are receiving emergency support after a brutal trade year

- What Ford’s EV write-off signals about the post-subsidy electric vehicle market

- How cold weather and fuel prices could hit households this winter

- Why Disney’s $1B OpenAI deal is raising shareholder concerns

- How the EU is tightening controls on tech, trade, and foreign investment

- Where geopolitical tax and trade tensions may escalate next

🔍 TIMESTAMPS

00:00 Intro — Farmers, EVs, Energy, Disney & EU

00:30 U.S. Farm Bailout — $12B Tariff Relief Plan

01:33 EV Market Stress — Ford’s $19.5B Write-Off

02:17 EV Trends — China Exports vs U.S. Demand

03:20 Energy Outlook — Higher Winter Heating Costs

04:09 Media Deals — Disney, OpenAI & IP Risk

05:50 EU Policy Moves — Social Media, China, Taxes

07:15 Geopolitics — Trade Tensions & Global Fallout

08:12 Takeaway — Policy Pressure Into 2026

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📚 SOURCES & DATA

- Trump Admin Launches $12B Farmer Relief Amid Trade Fallout: https://www.usda.gov/about-usda/news/press-releases/2025/12/08/trump-administration-announces-12-billion-farmer-bridge-payments-american-farmers-impacted-unfair

- Farm Leaders Say $12B Aid “Not Enough” As Costs Rise: https://farmpolicynews.illinois.edu/2025/12/12-billion-farm-aid-package-not-enough-farm-leaders-say/

- EV Market 2025: Electric Vehicle Sales Surge & Market Share Update: https://caredge.com/guides/electric-vehicle-market-share-and-salesFord Takes Massive EV Hit: https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4?mod=hp_lead_pos3

- U.S. Power Demand Hits Record Highs As Winter Energy Prices Surge: https://www.eia.gov/todayinenergy/detail.php?id=66864

- Denmark Bans Social Media for Kids Under 15: https://apnews.com/article/denmark-social-media-ban-children-7862d2a8cc590b4969c8931a01adc7f4

- Denmark Introduces Child Social Media Ban With Parental Exemptions: https://cphpost.dk/2025-11-07/news/round-up/denmark-introduces-social-media-ban-for-children-under-15-with-parental-exemptions/

- EU Freezes Russian Assets Indefinitely Under Emergency Powers: https://www.euronews.com/my-europe/2025/12/11/eu-triggers-emergency-clause-to-indefinitely-immobilise-russian-assets

- EU Tightens Foreign Investment Screening Amid Security Concerns: https://www.europarl.europa.eu/news/en/press-room/20250502IPR28218/european-parliament-endorses-new-screening-rules-for-foreign-investment-in-eu

- China’s Economy Slows As Foreign Investment Fades: https://www.nytimes.com/2025/12/12/business/china-investment-economy.html

- Paramount-Warner Bros Deal Could Shake Up Streaming Market: https://www.nytimes.com/2025/12/12/business/paramount-warner-bros-netflix-deal.html

- Warner Bros Investors Expect Paramount To Raise Its Offer: https://www.thewrap.com/warner-bros-shareholders-are-betting-paramount-will-make-a-higher-bid/

Full episode: https://youtu.be/B84tYj0MCR8

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