

President Trump's Tariffs; Ukraine Mineral Deal; Bitcoin Jumps
Mar 3, 2025
Peter Trubowitz, a geopolitics expert from the London School of Economics, discusses the implications of President Trump's proposed tariffs on Canada, Mexico, and China, highlighting the economic tensions they may cause. Lori Calvasina, head of US Equity Strategy at RBC Capital Markets, offers insights into how these tariffs are influencing market dynamics and investor sentiment. The conversation also touches on a potential mineral deal with Ukraine and the recent surge in Bitcoin, revealing intriguing intersections between international relations and finance.
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Transcript
Episode notes
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Intro
00:00 • 2min
Geopolitical Tensions and U.S. Foreign Policy
01:39 • 12min
Geopolitical Tensions and Investment Insights
13:32 • 6min
Geopolitical Tensions and the Path to Resolution
19:55 • 2min
Market Drawdowns and Earnings Insights
21:29 • 3min
Market Dynamics and M&A Challenges
24:18 • 11min
Prestige, Investments, and the Oscars
34:50 • 4min
The Shift from Traditional Cinema to Streaming and Oscar Gift Bag Extravagance
39:10 • 1min
Humor and Insight in Merchandise and Events
40:40 • 2min