Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Risks of a Debt Ceiling Deal Passing the Last Minute
02:15 • 2min
The US and China's Relationship With China
04:13 • 4min
The US-China Economic Relationship Is Worrying
07:50 • 3min
The Chances of China Invading Taiwan
10:47 • 2min
The United States' Rearming of Japan and South Korea
13:05 • 2min
The Risks of China's Large Position of Treasury Bonds if the Tension Escalates
14:53 • 2min
The EU Needs to De-Risk From China
16:27 • 2min
The Risks of Disengaging With China
18:40 • 2min
The Dollar and the US Status as a Global Reserve Currency
21:05 • 2min
The Risk of Material Dollar Devaluation in the US
23:18 • 3min
The Future of the Defense Industry
26:31 • 3min
Iran's Nuclear Warfare Threat
29:29 • 2min
The Global Order and the Impact on US Stock Markets
31:16 • 2min