Today's episode explores the complex interplay of macroeconomic pressures, geopolitical tensions, and technological disruption shaping the global landscape. We dissect the synchronized growth signals amidst rising inflation, analyze the US-China trade dynamics, and examine the vulnerabilities exposed by AI and blockchain advancements. Prepare for a bumpy ride as we navigate a market poised for potential correction.

0:00 - Introduction
1:00 - Macroeconomic Trends & Central Bank Policy
8:05 - Geopolitical Risk & US-China Trade
13:03 - AI-Driven Supply Chain & Hardware Dynamics
16:36 - Blockchain & Digital Asset Regulation
20:09 - AI Disruption & Workforce Transformation
23:00 - Conclusion

Referenced sources:
Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains (Bloomberg Intelligence)
Single Best Idea with Tom Keene Peter Navarro (Bloomberg Surveillance)
Fundamentals Still Matter Lone Pine's David Craver (Exchanges)
A wacky US jobs report (FT News Briefing)
MacroVoices #519 Alex Gurevich The Next Perfect Trade (Macro Voices)
New CFTC Chairman Michael Selig on How to Regulate Prediction Markets (Odd Lots)
The Jobs Report Is Worse Than It Looks (Prof G Markets)
Trump's predatory foreign policy (The Rachman Review)
Signs That Global Growth May Be Ahead (Thoughts on the Market)
Why Bitcoin Developers Are Not Incentivized to Talk About the Quantum Threat (Unchained)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.