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Episode 53: Trump Stokes Tribalism and Redefines the Global Order
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Episode 53: Trump Stokes Tribalism and Redefines the Global Order

In this week's episode, Neil and Christian discuss Trump's speech to Congress, tariffs, the Supreme Court, Trump vs. Zelenskyy, Germany's revised debt break, and TSMC's investment in the US.

For the full 62-minute episode and show notes, become a paid subscriber.

Chapters

  • 00:00 Introduction

  • 05:06 Markets and Economic Indicators

  • 09:36 Trump's Address to Congress

  • 25:17 Tariffs

  • 29:34 Trump's Legal Battles and Supreme Court Decisions

  • 38:42 Tensions with Ukraine and Trump's Foreign Policy

  • 53:36 Germany's Defense Spending

  • 59:34 Taiwan Pledges US Investment

Key Takeaways

  • Tariff announcements and subpar economic indicators heavily influenced market reactions.

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