The American Mind Future-Maxxing
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Apr 17, 2025 In this engaging discussion, Ron Dodson, a seasoned portfolio manager specializing in volatility arbitrage, analyzes the changing global order with China's assertive rise. He delves into the implications of Trump’s tariffs, assessing their potential to reshape U.S. international relations. The conversation also tackles U.S. preparedness for future conflicts and the ongoing border security debate, reflecting on trends seen in Argentina. Dodson's insights illuminate the complexities of geopolitical shifts and domestic challenges, blending humor with critical analysis.
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Regionalization of Power
- The world is moving towards regionalization due to changing power dynamics and cheaper near-distance weaponry.
- The old liberal international order upheld by U.S. naval and economic power is disintegrating.
Trump's Tariff Strategy
- Trump's approach to tariffs acknowledges the changing global order and aims to shape it to America's advantage.
- His deal-making instincts and understanding of capital risk are exceptional.
Reindustrialization
- Reindustrializing a large economy like the US is a massive undertaking, but historical precedents exist.
- The US has reset its economic balance before, notably during the rise of FDR and under Lincoln.