Multipolarity

Punching Right, School of Hardware Knocks, The Trump Put

Mar 20, 2025

The British right is showing signs of fragmentation over Ukraine, contrasting with past solidarity. A lively clash of perceptions exists around the war between the UK and the US, highlighting Britain’s constrained political discourse. Meanwhile, investment dynamics are shifting—US firms are veering away from traditional tech hardware towards efficiency, with questions looming over Silicon Valley’s future. The discussion also unveils the 'Trump Put,' a controversial economic safety net that recalls past government interventions to shield markets from chaos.

49:19

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The British right is fracturing over support for Ukraine, indicating a growing ideological divide influenced by Trump's policies and attitudes.

US companies are shifting capital expenditures from traditional tech investments to operational efficiencies, which may disrupt Silicon Valley's dominance.

Deep dives

Fracturing Political Alliances in Britain

Recent events indicate a significant shift within the British right, particularly regarding the Ukraine issue. Traditionally, the British right stood united in their support for Ukraine, yet growing discontent is emerging as factions fracture in response to Trump's attitudes and actions toward Zelensky. Polls reveal a striking 53% disapproval rate among Farage's supporters towards Trump, attributed mainly to disappointment with his treatment of Ukraine. This discord not only affects Farage's political standing but signals a potential ideological split between the American and British right on foreign policy.

Intro

5min

Perspectives on the Ukraine War: UK vs. US

19min

The Stagnation of British Conservatism and Its Global Impact

4min

Hang Seng Index and Global Tech Dynamics

13min

Shifting Investments and Market Expectations in AI and Economics

4min

Navigating Market Turbulence

4min

The British right is starting to fracture on the Ukraine issue. Where once they would reliably be called upon to paint themselves blue and yellow and raise a whip-round down the dog & duck for more MANPADS – now, as the endgame approaches, a group of the plugged-in are leaving the big tent. The civil war that follows may be its own Donbas.

Meanwhile, further evidence is in that US firms are quietly reorienting their capital expenditure away from data centres and chips, and towards efficiency gains. Some say this is down to the DeepSeek effect. So will the hardware lite business model this implies end up driving a slow puncture into Silicon Valley?

Finally, have you heard of the Trump Put? A backstop against the crazy risks the Trump regime might be running. One that relies entirely on assuming that at some point the government intervenes to arrest a Wall Street bloodbath. It worked in the Greenspan era. But is this a bungee cord without a tether?

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Multipolarity

Punching Right, School of Hardware Knocks, The Trump Put

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Fracturing Political Alliances in Britain

Shift in US Corporate Investments

The Trump Put and Market Reactions

Global Dynamics and Britain's Diminished Influence

Remember Everything You Learn from Podcasts