Patrick Boyle On Finance

15% to the Treasury: Trump’s Nvidia Export Kickback!


Listen Later

In weeks podcast, we unpack Donald Trump’s controversial deal with Nvidia and AMD — a 15% revenue-sharing arrangement that allows U.S. AI chips to be exported to China.

Is this a clever geopolitical strategy or a dangerous precedent that monetizes national security?

We explore:How the deal was brokered and what it means for U.S. trade policyLegal and constitutional concerns surrounding export controlsStrategic risks of enabling China’s AI developmentComparisons to China’s rare earth leverage and Xi Jinping’s CEO controlThe broader pattern of Trump’s executive interference in private enterpriseFeaturing analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.

Patrick's Books:

Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠

Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠

Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠


Ways To Support The Channel:

Patreon: ⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠

Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle


...more
View all episodesView all episodes
Download on the App Store

Patrick Boyle On FinanceBy Patrick Boyle

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

170 ratings


More shows like Patrick Boyle On Finance

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,074 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

Odd Lots by Bloomberg

Odd Lots

1,902 Listeners

Trumponomics by Bloomberg

Trumponomics

355 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

384 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,439 Listeners

Behind the Money by Financial Times

Behind the Money

223 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

502 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

447 Listeners

Economics Explained by Economics Explained

Economics Explained

146 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

221 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

388 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

172 Listeners

The Economics Show by Financial Times

The Economics Show

139 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

145 Listeners