April 21, 2025 37 mins
The world shifting under our feet and US financial markets remain in turmoil. We explore whether Trump’s economic war with China is backfiring, and might push Europe closer to Beijing, not Washington. We detail a likley monetary scenario for the US over the coming months which will be the backdrop to any geo-political moves. For example, could France, weighed down by debt, turn to China as creditor? Are we entering a new global “Great Game,” where America’s threats drive its allies into the arms of its rivals? If Europe stops financing the U.S. bond market, what happens next? A podcast on grand strategy, with a few French wines, altar boy memories, and Machiavellian moves along the way.

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