Category: China
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“The Bling Dynasty”
The complex journeys of the business industrialists and entrepreneurs who now yield just as much power as any elected leader. Each episode focuses on a different economic superpower, USA, China, and Russia. Economic backwater to economic juggernaut, all through stories of its most significant businessmen.
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Bean Tariffs
Joanna Kooi from the University of Illinois discusses the ramifications of newly imposed tariffs on soybean trade among the U.S., Brazil, and China, reflecting trade dynamics similar to those during Trump’s initial term. With the U.S. and Brazil making up over 80% of global soybean exports and China being the main importer, Brazil has ramped up its…
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The Pro Argument
Money & Macro suggests that Trump is demanding a new global order that categorizes countries based on their economic relationship with the U.S. The narrative also highlights Trump’s focus on reindustrializing America to counter the perceived threat of deindustrialization and to strengthen the country’s position against competitors like China. The Bretton Woods system, which linked…
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In Bessent’s Words…
Bottom line: rate cuts, banking deregulations, or any kind of stimulus package are not coming anytime soon Bessent’s interview with Tucker Carlson reaffirmed a lot of views that many of us already held—but I think it’s worth highlighting a few key points that are particularly relevant. First, they’re 100% serious about addressing the wealth imbalance.…
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Trump, Tariffs, and Tesla
Professor Damodaran discusses the intricate relationship between politics and investing in the context of globalization , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political…
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You are the Product
Moconomy’s critical examination of the internet’s evolution, contrasting its initial promise of creativity and connection with the current landscape dominated by powerful tech corporations and concerns over selling privacy. It explores the pervasive influence of the Internet of Things (IoT) on everyday life, highlighting innovations at the Consumer Electronics Show while addressing ethical dilemmas related to health…
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Hope
Ray Dalio and David Friedberg hope bringing attention to the US debt problem will help the government gather the courage to cut spending. Ray highlights the historical context of debt cycles and the importance of understanding patterns in financial trends to avoid severe economic crises, underlining that many currencies have faced devaluation over time. Dalio…
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Tariff Man
“Can Trump’s Tariffs Work?” explores President-elect Donald Trump’s strong advocacy for tariffs as a means to protect American jobs and stimulate the economy, an approach he has termed himself as a “Tariff Man.” It details his proposed tariffs on goods from Canada, Mexico, and China, and the economic reactions these policies triggered. The discussion contrasts Trump’s tariff…
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Anatomy of a Bear
“National Capitalism & Death of the International Monetary System” presents an opinion on China and its impact on global investment strategies. The dialogue covers the historical trajectory of the international monetary system since the Bretton Woods era, underscoring China’s role in maintaining low inflation and influencing U.S. monetary policies through its currency interventions. The conversation highlights…