Shows
Tariffs and Trade: The New Cold War by SpotMarketCap.comOverview of the Tariffs, New Tax Bill and the Global Bond MarketThis podcast episode presents insights from two distinct areas: the Trump administration's economic policy as articulated by Treasury Secretary Scott Bessent, and global investment strategy from prominent investors Sheikh Abdullah Al Khalifa and Howard Marks.To distinguish signal from noise and navigate uncertainty (which unlike risk, is not calculable), they advise focusing on "hard data, not soft data". They differentiate between a "known unknown" (like tariffs under a new president, where the policy is known but the impact isn't) and an "unknown unknown". Dealing with uncertainty means acknowledging it and knowingly, intelligently taking risks...2025-05-2518 minTariffs and Trade: The New Cold War by SpotMarketCap.comTrump's Nuclear Energy PoliciesOn May 23, 2025, President Donald Trump issued four executive orders aimed at significantly overhauling the U.S. nuclear industry. The stated goal is to boost domestic nuclear deployment and quadruple U.S. nuclear power capacity in the next 25 years or by 2040.During a live signing event, President Trump described nuclear as a "hot industry," "brilliant industry," and "very safe and environmental". These measures are intended to enhance America's energy security and support growing energy demand, particularly from the AI and defense sectors. Secretary of Interior Doug Burgum highlighted the rollback of over 50 years of overregulation as a key...2025-05-2419 minTariffs and Trade: The New Cold War by SpotMarketCap.comTariffs, Trump, and a New Form of CapitalismThis episode dives deep into a major shift occurring in the U.S., which some argue is moving towards a model of authoritarian capitalism. The discussion highlights how this trend, involving the centralization of power, price, and production, is not widely reported in the media. The role of the military-industrial complex in driving manufacturing and economic change is explored as a mechanism for this centralization.The conversation examines how technology is playing a crucial role in this shift, presenting a trade-off between convenience and control. This includes exploring concepts like AI, driverless cars, and the potential implications...2025-05-0712 minTariffs and Trade: The New Cold War by SpotMarketCap.comNavigating Economic Turmoil: Layoffs, Debt, and Buy Now Pay LaterDelve into the widespread feeling that the existing financial and economic system is broken and desperately needs change, with major shifts anticipated over the coming 12 to 18 months.The conversation highlights the significant financial pressures facing consumers, including skyrocketing consumer debt. A key indicator of this stress is the increased reliance on Buy Now Pay Later (BNPL) services, with many people using them because they are "maxed out" on traditional credit. Amanda reveals the alarming trend of BNPL being used for even trivial purchases, such as $25 for a DoorDash order, and notes that this activity is now being...2025-04-2911 min
Tariffs and Trade: The New Cold War by SpotMarketCap.comGold-Silver Ratio at 100: Silver's Potential OutperformanceWelcome to the podcast that dives deep into the fascinating world of silver and gold, exploring why silver might be on the cusp of a major bull market after years of playing second fiddle to gold.Are you wondering if silver is finally ready to shine? Do you want to understand the forces that could propel silver prices to new heights? Then you've come to the right place.In each episode, we'll unpack the key indicators suggesting silver's potential surge, drawing on historical trends and current market dynamics. We'll explore:The Crucial Technical Breakouts...2025-04-2814 minTariffs and Trade: The New Cold War by SpotMarketCap.comTrump First 100 Days Interview Breakdown & TariffsWelcome to this week's episode featuring an in-depth conversation with President Donald Trump. This exclusive interview, originally conducted by TIME magazine, offers a wide-ranging look into President Trump's perspectives on his administration's actions and his vision for the future.Join us as we delve into President Trump's reflections on his first 100 days in office. He shares his thoughts on:The power of the presidency, including his belief that he is using it as intended.Trade and the economy, with a focus on tariffs, trade deficits, and his interactions with business leaders. He argues that his policies...2025-04-2812 minTariffs and Trade: The New Cold War by SpotMarketCap.comIs Silver a Sleeper? Better than Gold? Tariffs in 2025The latest discussions in the precious metals sphere highlight compelling dynamics in both the silver and gold markets. The silver market appears to be facing a potential supply squeeze driven by a long-term structural deficit where demand persistently exceeds supply. This is fueled by significant demand growth from sectors like solar energy, electronics, and vehicles, coupled with years of underinvestment in mining. While substantial above-ground silver inventories exist, the amount freely available for purchase may be much lower than perceived, raising concerns about the ability to meet future demand. Factors such as potential tariffs impacting physical silver movement and...2025-04-2212 minTariffs and Trade: The New Cold War by SpotMarketCap.comGold Outlook in 2025 with TariffsThese sources discuss the significant rise in gold prices in early 2025, attributing it to factors such as increased demand from China, particularly its central bank and insurance companies, alongside global economic uncertainty and the weakening US dollar. Experts in the Kinesis Money YouTube video predict further increases, potentially reaching $4,500, driven by supply and demand dynamics and China's strategic gold accumulation. News articles from various financial outlets corroborate the record gold prices, highlighting the "China frenzy" in gold investment and its role in pushing prices higher, while also noting gold's traditional role as a safe-haven asset and a hedge against inflation...2025-04-2112 minTariffs and Trade: The New Cold War by SpotMarketCap.comChina and Vietnam Strengthen Ties Amid US Tariff TensionsAmidst escalating trade tensions, President Trump is urging China to propose a tariff deal, while China has retaliated against US tariffs by halting Boeing deliveries and imposing its own duties. South Korea has been invited by the US for trade talks to mitigate the impact of these tariffs, and China is strengthening regional ties with countries like Vietnam, signing numerous cooperation agreements. Consequently, Hong Kong's post office will suspend shipping parcels to the US due to new tariffs, a move a Chinese official decried as an attempt to harm the city's economy.2025-04-1613 minTariffs and Trade: The New Cold War by SpotMarketCap.comThe Trade War FrontlineCurious how the U.S.–China trade war and Trump’s tariffs impact your wallet? The Trade War Frontline breaks down international trade in simple terms. From rising prices on shoes, electronics, and spices to unexpected “tariff surcharges,” we explore how consumers are already feeling the pinch.We dive into why companies are warning of cost hikes, how Amazon and retailers are reacting, and what “pre-tariff sales” might mean for your next shopping trip. Beyond price tags, we’ll uncover how tariffs are hitting consumer confidence, fueling inflation fears, and raising the risk of recession.You’ll also he...2025-04-1114 minTariffs and Trade: The New Cold War by SpotMarketCap.comTariffs, Trade Wars, Dollar Devaluation, and Economic ResetYour guide to tariffs and the global shift underway. We review the forces reshaping our existing economic systems and analyze their potential consequences without advocating for specific policies.Overall, we paint a picture of a global trading system at a potential inflection point, with the US considering significant policy shifts using tariffs and currency tools in response to perceived imbalances and national security concerns. These changes could lead to a reordering of global financial and trade relationships, increased market volatility, and a potential move towards a multipolar world with a less dominant US dollar. Understanding...2025-04-0921 min