Can China Defeat America In The Trade War? | Brent Johnson

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Apr 27, 2025

Brent Johnson, CEO & Portfolio Manager at Santiago Capital and creator of the dollar milkshake theory, delves into the complexities of the U.S.-China trade landscape. He critiques current U.S. trade policies and explores how they might be pushing global markets away from the U.S. He emphasizes the challenges posed by China's rise as a dominant economic force, including debt issues and demographic shifts. The conversation also covers strategies for investing amidst market volatility and the implications of shifting global power dynamics.

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INSIGHT

Trump's Power-Driven Trade Strategy

Trump's trade strategy is an unapologetic exercise of economic power, not chaos or decline.
It leverages tariffs and supply chains as tools of financial warfare to consolidate US dominance.

INSIGHT

US Remains Dominant Despite Flaws

Despite challenges, the US retains critical advantages that will keep it preferred over China.
China faces internal economic and demographic struggles that limit its global ascendancy.

INSIGHT

China’s Economic Vulnerabilities Exposed

China cannot sustain its export-driven economy if cut off from US markets.
Its high debt and currency vulnerabilities worsen if domestic demand replaces international sales.

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Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His detractors call it "non-sensical" and "hamfisted".That it's based on faulty logic, poor math, and has done grave injury to relations with our closest allies.They fear it's actually driving the rest of the world into China's -- our chief competitor's -- arms. And as a result, substantially damaging America's future prospects.Is this true?And is this the reason why bond yields are rising, the dollar is weakening, and gold is soaring?And most importantly, will China end up drinking America's milkshake?For answers, we're fortunate to welcome back to the program Brent Johnson, CEO & Portfolio Manager at Santiago Capital and publisher of The Macro Alchemist.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#china #tradewar #dollar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.