Geopolitical Cousins A Jew and a Nihilist Talk About The Pope
25 snips
May 5, 2025 The hosts dive into the free fall of the U.S. dollar and explore China's tech breakthroughs, with one still skeptical about BYD cars. They humorously analyze Europe's seemingly bleak future and discuss India-Pakistan tensions. The conversation also veers into Trump's Nobel aspirations, playful predictions about the Pope, and Japan's new role in trade negotiations. Amidst it all, they sprinkle in some humorous takes on NBA predictions and the impact of global events on everyday life.
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US Dollar's Potential Collapse
- The US dollar has declined almost 8% year-to-date but could fall 50% like in the early 2000s due to macroeconomic cycles.
- This decline is not solely blameworthy on recent administrations but a broader fiscal phenomenon.
Book Travel While Dollar Strong
- Book your international travel now to take advantage of the still relatively strong US dollar.
- Don't wait to pay while the dollar still holds value for better travel deals.
China's Tech Edge Overhyped
- Chinese tech advancements are real but often overhyped when reaching production and market impact.
- Restricting China's access to US tech could accelerate their independent innovation due to necessity.