
Lemonade Stand Trump is playing Risk | Lemonade Stand🍋
Jan 14, 2026
This episode dives deep into Venezuela's oil politics and the implications of Trump's risky strategies. The hosts break down U.S. maneuvers against Maduro and explore Chevron's awkward position within this geopolitical chess game. They also discuss Greenland’s political stakes and America's shifting alliances under Trump’s provocative policies. The conversation extends to the tense relationships with Iran, Russia, and China, highlighting potential fiscal fallout and the market’s reaction to Jerome Powell's controversial standing.
AI Snips
Chapters
Books
Transcript
Episode notes
Oil As Geopolitical Leverage
- The U.S. is using tanker seizures and export controls as leverage over Venezuela's oil to pressure political outcomes.
- Trump hopes to force Venezuelan concessions by controlling who can buy and move its oil.
Chevron's Long Game In Venezuela
- Chevron kept operating in Venezuela by accepting strict, non‑ownership deals through political changes.
- Aiden learned Chevron uniquely maintained a long-term foothold where others left.
Blockade Without Occupation
- Controlling tanker access in the Atlantic gives the U.S. outsized pressure without boots on Venezuelan soil.
- That blockade can force Venezuela to accept terms to access revenue even under weak domestic governance.



