“Trust is the operating system. Break that, and everything on top becomes fragile.”

 This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you support him or not. It’s about what happens when predictability fades, alliances weaken, and countries are forced to rethink their dependencies.

If you want to understand the long-term implications, this will be good.

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.