In this episode, Nik is joined by Tanvi Ratna, founder of Policy 4.0, to break down the Trump administration’s sweeping new strategy: a global trade, currency, and security reordering. Tanvi brings her unique expertise across geopolitics, supply chains, finance, and emerging tech to explain how the U.S. is shifting from a consumer-driven economy to an industrial powerhouse—while reimagining alliances, shipping lanes, and even the future of the dollar system. They discuss the multipolar world taking shape, the BRICS challenge, de-dollarization, and the rising roles of gold and Bitcoin in a new monetary era.
Links discussed in episode:
- Follow Tanvi Ratna on X: https://x.com/tanvi_ratna
- Link to Bessent speech: https://www.youtube.com/watch?v=SRCsjVlA0VA&t=1s
- Hudson bay paper from Miran: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
- Steve Miran speech: https://www.whitehouse.gov/briefings-statements/2025/04/cea-chairman-steve-miran-hudson-institute-event-remarks/
- Steve Miran episode: https://www.youtube.com/watch?v=h8znYA7ATlk
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