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Economist Christian Takushi is interviewed by Financial Sense in San Diego (USA) - Christian exposes how Singapore has become the safest economy in terms of geopolitical risk (safe haven). Several nations are moving ranks among the Top 10 in the Global Geopolitical Safety Ranking. He also answers questions on Gold and other safe havens like Uruguay, Mauritius etc.
The audio is a courtesy of FS. Independent Balanced Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi - 11 Dec 2025 (delayed release)
GEOPOLITICAL RESEARCH MADE IN SWITZERLANDDisclaimer: No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories. Info: This Channel has been designed to provide additional complimentary information to our newsletter subscribers. It assumes viewers are acquainted with our strategic research.
Economist Christian Takushi is interviewed by Financial Sense in San Diego - Christian explains how the world, especially China, Europe and LatAm are reacting to a 2nd Trump Administration.
The audio is a courtesy of FS: the interview explores the potential winners and losers of a second Trump presidency, covering regions such as Europe, Mexico, Israel, South America etc.
He provides an update on the recent opening of the new Chancay mega port in Peru, a development that will significantly grow trade between China/Asia and South America. Christian examines the geostrategic implications of this event, Peru’s efforts to counterbalance it through a deeper military agreement with South Korea, and how the U.S. has responded to these developments.
Important caveat: Christian Takushi wants to highlight that President Xi showed understanding and responded well to the counter-balancing act by Peru. The signing of a defence treaty with a US ally at the same summit was a little bit of an "offence" in an Asian culture. But the stakes are high, this is the Western hemisphere and Washington is concerned that a long time US ally wants to do so much business with China.
Nevertheless, it was clear President Xi behaved very politely and was self-control. The Chinese did not display any overtly celebratory mood though. We should also remember Peru wanted America to build this port, but the USA showed no interest. Neither did Europe.
The Trump aides that say South American nations have sold out to China are throwing all these nations in the same basket. Such statements are counterproductive and only strengthen the hand of China in Latam and weaken the standing of those nations that make an effort to balance the growing China influence.
Summary: How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during Trump's 2nd administration.
Economist Christian Takushi explains the impact of Trump's trifecta on the world, Europe and LatAm. Winners & Losers. How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during Trump's 2nd administration.
On 23 October the CFA Institute invited Christian Takushi to share his analysis on the US elections and its impact on Europe.
A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe's huge ongoing strategic errors.
The economic bloc that in its geopolitical illiteracy dismantled its military instead of preparing for this tough century sits in the trap.
To subscribe to Takushi's Geopolitical Macroeconomic Newsletter go to www.geopoliticalresearch.com
https://geopoliticalresearch.com/?product=new-geopolitical-research-newsletter
Mr. Takushi has given an interview to San Diego-based Financial Sense. The interview was aired in the United States last week.
Contingency Plans:
Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is effective. But for some people Mauritius or Singapore is the better fit. The most complementary combination of Safe Havens is currently Gstaad (CH) and Punta del Este (UY). But there are other combinations – it depends on one’s needs.
Kind regards
Geopolitical Research Team
( to request a subscription to our newsletter you can write to [email protected] )
Disclaimer: No information or comment should be construed as investment advice.
Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview was aired in the United States last week.
Contingency Plans:
Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is proving the most efficient and effective. In practicality the combination of the Safe Havens Gstaad and Punta del Este are working the best. But there are other combinations – it depends on one’s needs.
Kind regards
Geopolitical Research Team
( to request a subscription to our newsletter you can write to [email protected] )
Mr. Takushi has been interviewed by Rohstoff Investor (the Commodity Investor) - original audio in German
This interview is primarily aimed at our newsletter readers as it complements our strategic research
Disclaimer: No information here should be deemed or understood as an investment advice.
Since last year Uruguay is topping our country rankings of Geopolitical Safety.
Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview has been aired in the United States: At this stage our analysis shows Uruguay is the safest place to be protected from major global conflagration and a potential world war.
Key topics that were raised
Contingency Plans:
Building a second base for your business or family requires good preparation and it can take up to three years time.
This interview is primarily aimed at our newsletter readers as it complements our strategic research
Disclaimer: No information here should be deemed or understood as an investment advice.
US Interview with Financial Sense
This interview complements our recent newsletters and developments that seem to be underreported by financial media.
As we anticipated in our newsletter earlier this year, Chinese Gold prices have begun to decouple from the stagnant gold prices in the West. Shanghai prices reached levels up to 4-6% higher than in London. We are monitoring this carefully - Beijing seems to be testing our markets' response. A foreshadow? This interview helps fill the gaps in this developing story.
The interview with Mr. Takushi was done by San Diego-based Financial Sense/Mr. Cris Sheridan
Key topics raised:
Gold investors disappointed
For now Washington pivots India against China - Rift within the BRICS
Higher prices, more inflation and higher rates - more G7 state control
Real threat to the West: China shifts to Oil production - Targets to replace 1/3 of USD usage
While Western investors were thrilled about the postponed roll-out of the new gold-backed reserve currency, the real threat to the USD may be the BRICS dominance over Oil exports and Oil imports, where they can gradually replace the USD and force US interests to better reflect the US deficits and debt. It would be hard for the G7 to avoid a repricing of Gold - they may have to constrain gold arbitrage to investors holding their gold in Western markets. For years we have been warning investors to prepare for such a scenario.
On immigration and the economy: Independent economist Takushi believes that massive illegal immigration ushers three economic effects over time: 1st) In the short term positive impact on aggregate consumption, 2nd) After the initial years massive increase in costs to society until newcomers are fully productive, 3rd) In the long run, and with appropriate policies in place, the newcomers have an overall positive impact on the economy.
Independent Global Geopolitical Macroeconomic Research
Switzerland 15 Sep 2023.
Geopolitical and economic conditions need close monitoring, because they can change suddenly.
No part of this analysis should be taken or construed as an investment recommendation.
A round-up of big macro events that consensus is not paying enough attention to
1) Deflation is next, but next Inflation shocks are on the way
2) Job losses are coming to America and Europe - US economic data is covering up underlying weakness
3) A Bitcoin Renaissance is likely
4) Africa defies Europe - No one will want to build a gas pipeline to supply Europe
Caution: None of our comments should be construed as an investment recommendation
#bitcoin #deflation #inflationaryshock #niger #africa
Christian Takushi MA UZH is an independent Swiss Macro Economist.
You can follow him on Twitter (@ChrisTakushi) and subscribe to his strategic newsletter on geopoliticalresearch.com
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