In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China’s declaration of war on the U.S, how the current monetary system could collapse China’s economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changing world order as two global superpowers collide.
00:00 ・ introductions
00:55 ・ The great power competition: China vs U.S
08:39 ・ Is it ethical to be in business with China?
18:44 ・ The consequences of globalization
20:11 ・ A battle of ideologies between the east and the west
24:51 ・ The current structure of the monetary system
31:30 ・ Inflation is the only way out of a sovereign debt crisis
31:30 ・ Emblematic of moral decay
49:38 ・ Understanding the financial oppression
55:06 ・ Opinion on how Bitcoin plays in all this
Charlie Rose Interview with Sir James Goldsmith on Trade, 1994
Goldsmith warned elites about the dangers of free trade.
00:55・The great power competition: China vs U.S
08:37・The difference in financial markets between China & the U.S
18:42・The consequences of globalization
20:08・A battle of ideologies between the east and the west
24:48・The current structure of the monetary system
28:45・Coinbase Prime Ad
31:26・Inflation is the only way out of a sovereign debt crisis
36:52・The end of an empire
49:32・What assets to buy during financial repression
54:58・Grant & Luke’s framework for Bitcoin