6 days ago

131 - China, Tariffs, and the Bond Market – Why 2025 Feels Like Black Ops II

From rising tariffs to US debt refinancing, this episode dives deep into America's growing tension with China—and how it's reshaping global markets. We cover rare earth mineral dependencies, the future of US manufacturing, the Huawei phone ban, and the real risks to data privacy. Plus: NVIDIA gets blindsided, the Bitcoin whale count grows, MetaPlanet joins the big leagues, and we revisit Dave Ramsey's mortgage takes. If you're trying to understand how geopolitics, tech, and crypto collide, this one's for you.

#ChinaTariffs #USDebtCrisis #RareEarthMetals #BondMarket #NvidiaNews #DataPrivacy #CryptoReserve #BitcoinWhales #MichaelSaylor #DaveRamsey #AIPrivacy #FOMC #TrumpTariffs #MacroCrypto #GeopoliticsAndCrypto

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TimeStamps

0:00 - Intro 

3:30 - Bonds & Chinas Tarrifs 

4:45 - Black Ops 2

8:20 - China's Export Economy 

13:00 - China Selling Bonds 

21:30 - Skilled Labor Advantages 

24:00 - National Security Concerns 

29:30 - Manufacturing in the U.S.

33:00 - China's Rare Earth Minerals 

43:20 - Bond Rates Explanations 

48:20 - Who's the GOAT?

54:10 - BTC Breaking Downtrend 

58:25 - David Ramsey's Bad Takes 

1:01:30 - Budgeting for a Car

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