Afleveringen
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Jerome Powell has been on the receiving end of Trump's threats and the markets have reacted negatively to the undermining of the Fed's credibility. Here's the full picture.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-the-fed
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On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.
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Full Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain
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Zijn er afleveringen die ontbreken?
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What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a policy-induced recession. Here’s what’s happening.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-recession-time
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Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression and trying to blow the entire housing industry down.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-housing-problems
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The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are raging wildfires. So, let's look at two that are in the thick of it: steel and aluminum.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-steel-and-aluminum
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The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these financial woes might sting a bit more than we thought.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-finance
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Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-port-fees
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In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.
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Full Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive
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Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.
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Full Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series
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The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.
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Full Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over
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With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt market and the future of the USD?
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-government-debt
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Pete Hegseth, the current Secretary of Defense, has been doing his best to completely dismantle the United States' ability to fight a war now or in the future. Let's look at why this is happening...
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Full Newsletter: https://mailchi.mp/zeihan/what-is-hegseth-doing
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The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I'm not talking about starting a cryptocurrency or manipulating the stock market, this is deeper.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-corruption
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US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia Michoacana.
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Full Newsletter: https://mailchi.mp/zeihan/why-theres-no-fentanyl-in-easter-eggs-this-year
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The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee.
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Full Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis
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The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain.
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Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals
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What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession.
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Full Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here
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Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East?
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Full Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east
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Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow.
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Full Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home
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If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all?
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Full Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess
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