The Rest Is Money 233. The Trump Doctrine: Why Europe Is Failing & Who Wins the Warner Bros Bid?
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Dec 11, 2025 The conversation dives into the effects of Trump's National Security Strategy on Europe, revealing economic weaknesses and political instability that hinder investment. A fascinating look at Taiwan's role in semiconductor production underscores its significance in US strategy. The bidding war for Warner Bros Discovery heats up, with Netflix and Paramount eyeing the cultural asset while concerns arise over CNN's future and potential debt issues. They also highlight the gender imbalance in peace negotiations, emphasizing that including women leads to more durable agreements.
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America's New Monroe Doctrine Focus
- Trump's new national security strategy prioritises the Western Hemisphere over Europe and signals a Monroe Doctrine revival.
- That shift reframes geopolitical risks around economic assets like Taiwan's semiconductor capacity rather than ideology.
Policy Paper Echoes Far‑Right Messaging
- The national security paper implicitly backs some European right-wing parties and echoes toxic replacement rhetoric about immigration.
- Robert Peston warns this breaks norms by appearing to influence who should govern in Europe.
Europe's Economic Weakness Is Strategic Risk
- Europe shows economic underperformance since the global financial crisis with stagnating growth and low company formation.
- Peston argues this economic weakness makes Europe look vulnerable compared with a decisive, investment‑friendly America.
