The Grant Williams Podcast The Grant Williams Podcast Ep. 101 - Tian Yang
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May 7, 2025 
Tian Yang, a data-driven analyst from Variant Perception, joins the conversation to unpack the complex forces reshaping the global economy. He discusses the unintended impacts of Trump’s tariffs and highlights China's surprising resilience amid geopolitical tensions. The dialogue dives into the divide in policymaking philosophies between major economies, revealing fresh investment opportunities. Tian also addresses Europe's financial constraints and the potential risks of US financial repression while hinting at the start of a CapEx-driven supercycle.
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Impact of Trump's Tariff Policies
- The Trump administration's chaotic approach has collapsed probabilities around a gentle economic path.
- This forces a focus on U.S. manufacturing reshoring and assets resilient to high uncertainty.
Markets Follow Policymaker Panic
- Market panic tends to stop as policymakers panic, signaling action and clarity.
- Historic crises illustrate markets bottom when decisive policy steps occur, despite prolonged conflict.
Erosion of Dollar Confidence
- Rising yields, lower dollar, and wider spreads reflect a weakening dollar with damaging capital flow impacts.
- These dynamics accelerate China's push for alternatives backed by commodities, threatening dollar dominance.