

The Trade Wars – Epi-3652
Apr 7, 2025
Dive into the chaotic world of trade wars, where Trump’s tariffs create both panic and opportunities. Discover how early deleveraging might have steadied markets and why crashing prices can lead to gains. Explore the geopolitical shifts in Taiwan and Vietnam, and how oil's drop pressures global dynamics. Crypto takes center stage as Bitcoin stabilizes amid turmoil, with the U.S. quietly adopting a Bitcoin reserve. The future seems ripe for digital currencies, promising transformation in our financial landscape.
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Episode notes
Positive Outcomes from Negative Events
- Even negative events like trade wars can have positive consequences.
- Focusing on how global systems are interconnected is crucial for understanding these complex situations.
Market Downturn Advice
- Don't panic and sell your stocks during market downturns.
- View market crashes as buying opportunities.
Taiwan's Response to Tariffs
- Taiwan responded to U.S. tariffs by seeking negotiations for zero tariffs.
- They also plan to increase U.S. goods purchases and investments.