In Episode 90, the episode opens with a warm welcome and introduction, setting the stage for the day's discussions. The focus begins with an in-depth look at TSMC's monumental $100 billion investment, examining its potential to reshape U.S. chip manufacturing and its broader economic impact. The conversation then shifts to former President Trump's recent foreign policy maneuvers and the rising tensions with Ukraine, analyzing the geopolitical implications. Finally, the episode explores the introduction of new tariffs on imports from Mexico and Canada, assessing the economic consequences and potential shifts in trade dynamics.

(0:00) Welcome and introduction

(0:23) TSMC's $100 billion investment and its impact on U.S. chip manufacturing

(2:33) Trump's foreign policy moves and tensions with Ukraine

(5:26) New tariffs on imports from Mexico and Canada and economic implications