Glenn Diesen - Greater Eurasia Podcast Einar Tangen: AI Bubble, Rare Earths & America's Decline
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Nov 14, 2025 Einar Tangen, a Senior Fellow at the Teihe Institute and CIGI, dives into critical issues facing the U.S. economy and geopolitics. He critiques Trump's instinct-driven approach as lacking coherent strategy. Tangen raises concerns about the sustainability of the AI investment boom, citing risks tied to revenue and energy. He also highlights America's dependency on China for rare earths and the long path to rebuilding domestic capacity. The discussion touches on tariffs, China's manufacturing edge, and how countries like India navigate U.S. pressures.
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Trump As Instinctive, Not Strategic
- Einar Tangen argues Donald Trump lacks coherent policy and operates on instinct and theatrical victimhood.
- Trump focuses on short-term wins and media diversion rather than durable strategic planning.
AI Data Center Investment Lacks Endgame
- Einar warns most AI investment recently flowed into data centers without proven revenue models.
- He says many U.S. facilities lack customers and viable products to justify capacity.
Rare Earths Dependency Is Deep And Old
- Tangen traces rare earths vulnerability to decades-old outsourcing and policy neglect.
- He warns China currently controls full processing chains critical to magnets and defense supply.