Glenn Diesen - Greater Eurasia Podcast Sean Foo: Economic Collapse in Japan, US and Europe
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Dec 5, 2025 Financial analyst Sean Foo discusses the looming economic crises in Japan, the US, and Europe. He highlights Japan's debt troubles and dependence on imports, predicting an industrial collapse. Foo explains the US's fiscal trap and its need to inflate for maintaining global dominance. He analyzes China's shift away from US Treasuries and its burgeoning RMB ambitions. The conversation touches on the geopolitical shifts caused by Western sanctions and Europe's struggle to balance energy needs with political dilemmas.
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Japan's Currency-Driven Industrial Trap
- Japan faces a trade and currency trap where collapsing yen raises import and industrial costs sharply.
- Stimulus delays industrial collapse but increases long-term debt and default risk.
Rate Hike Dilemma Versus U.S. Treasuries
- Raising Japanese rates could repatriate domestic capital and strengthen the yen while increasing debt servicing costs sharply.
- That would avoid dumping US Treasuries but create domestic funding squeezes and recession risks.
U.S. Inflation As A Geoeconomic Strategy
- The U.S. must inflate or risk losing its global economic position as it pours money into supply-chain and tech initiatives.
- Massive borrowing funds the AI and semiconductor push but hollows out Main Street consumers.