Tariffs and Trade: The New Cold War by SpotMarketCap.com

Tariffs & Trade by SpotMarketCap.com•spotmarketcap.com

Tariffs & Trade: The New Cold War is a weekly dive into the battles shaping our economic future. From the U.S.-China tariff war to the global fight for control over semiconductors, rare earths, and tech supply chains—this show decodes the policies powering the next global standoff. We break down: How Apple, Tesla, and global giants navigate tariffs Why governments are reshoring factories and subsidizing chips The geopolitics behind trade blocs and export controls What startup founders, investors, and operators need to know Whether we’re in a true New Cold War—and what’s next Stay ahead

Last refreshed: October 17th, 2025 at 12:38 AM ⓘ

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Episodes

Update on Tariffs, State of America, Silver & Gold + more

Dive into the week's top economic headlines with us. We explore President Trump's tariff policies , their legal battles, and their impact on global trade and soaring commodity prices , including silver and copper. Discover the challenges facing U.S. domestic chip production due to regulatory hurdles, as highlighted by Treasury Secretary Scott Bessent regarding TSMC's Arizona facility, and the ongoing debate around national debt and interest rates , including pressure on the Federal Reserve. We a...

Jul 26, 2025•19 min

Overview of the Tariffs, New Tax Bill and the Global Bond Market

This podcast episode presents insights from two distinct areas: the Trump administration's economic policy as articulated by Treasury Secretary Scott Bessent, and global investment strategy from prominent investors Sheikh Abdullah Al Khalifa and Howard Marks. To distinguish signal from noise and navigate uncertainty (which unlike risk, is not calculable), they advise focusing on "hard data, not soft data" . They differentiate between a "known unknown" (like tariffs under a new president, where t...

May 25, 2025•18 min

Trump's Nuclear Energy Policies

On May 23, 2025, President Donald Trump issued four executive orders aimed at significantly overhauling the U.S. nuclear industry. The stated goal is to boost domestic nuclear deployment and quadruple U.S. nuclear power capacity in the next 25 years or by 2040 . During a live signing event, President Trump described nuclear as a "hot industry," "brilliant industry," and "very safe and environmental". These measures are intended to enhance America's energy security and support growing energy dema...

May 24, 2025•20 min

Tariffs, Trump, and a New Form of Capitalism

This episode dives deep into a major shift occurring in the U.S., which some argue is moving towards a model of authoritarian capitalism . The discussion highlights how this trend, involving the centralization of power, price, and production , is not widely reported in the media. The role of the military-industrial complex in driving manufacturing and economic change is explored as a mechanism for this centralization. The conversation examines how technology is playing a crucial role in this shi...

May 07, 2025•12 min

Navigating Economic Turmoil: Layoffs, Debt, and Buy Now Pay Later

Delve into the widespread feeling that the existing financial and economic system is broken and desperately needs change , with major shifts anticipated over the coming 12 to 18 months . The conversation highlights the significant financial pressures facing consumers, including skyrocketing consumer debt . A key indicator of this stress is the increased reliance on Buy Now Pay Later (BNPL) services, with many people using them because they are "maxed out" on traditional credit . Amanda reveals t...

Apr 29, 2025•12 min

Gold-Silver Ratio at 100: Silver's Potential Outperformance

Welcome to the podcast that dives deep into the fascinating world of silver and gold, exploring why silver might be on the cusp of a major bull market after years of playing second fiddle to gold. Are you wondering if silver is finally ready to shine? Do you want to understand the forces that could propel silver prices to new heights? Then you've come to the right place. In each episode, we'll unpack the key indicators suggesting silver's potential surge, drawing on historical trends and current...

Apr 28, 2025•15 min

Trump First 100 Days Interview Breakdown & Tariffs

Welcome to this week's episode featuring an in-depth conversation with President Donald Trump . This exclusive interview, originally conducted by TIME magazine, offers a wide-ranging look into President Trump's perspectives on his administration's actions and his vision for the future. Join us as we delve into President Trump's reflections on his first 100 days in office . He shares his thoughts on: The power of the presidency , including his belief that he is using it as intended. Trade and the...

Apr 28, 2025•13 min

Is Silver a Sleeper? Better than Gold? Tariffs in 2025

The latest discussions in the precious metals sphere highlight compelling dynamics in both the silver and gold markets . The silver market appears to be facing a potential supply squeeze driven by a long-term structural deficit where demand persistently exceeds supply. This is fueled by significant demand growth from sectors like solar energy, electronics, and vehicles , coupled with years of underinvestment in mining. While substantial above-ground silver inventories exist, the amount freely av...

Apr 22, 2025•12 min

Gold Outlook in 2025 with Tariffs

These sources discuss the significant rise in gold prices in early 2025, attributing it to factors such as increased demand from China , particularly its central bank and insurance companies, alongside global economic uncertainty and the weakening US dollar . Experts in the Kinesis Money YouTube video predict further increases, potentially reaching $4,500, driven by supply and demand dynamics and China's strategic gold accumulation. News articles from various financial outlets corroborate the re...

Apr 21, 2025•13 min

China and Vietnam Strengthen Ties Amid US Tariff Tensions

Amidst escalating trade tensions, President Trump is urging China to propose a tariff deal , while China has retaliated against US tariffs by halting Boeing deliveries and imposing its own duties . South Korea has been invited by the US for trade talks to mitigate the impact of these tariffs, and China is strengthening regional ties with countries like Vietnam , signing numerous cooperation agreements. Consequently, Hong Kong's post office will suspend shipping parcels to the US due to new tarif...

Apr 16, 2025•14 min

The Trade War Frontline

Curious how the U.S.–China trade war and Trump’s tariffs impact your wallet? The Trade War Frontline breaks down international trade in simple terms. From rising prices on shoes, electronics, and spices to unexpected “tariff surcharges,” we explore how consumers are already feeling the pinch. We dive into why companies are warning of cost hikes, how Amazon and retailers are reacting, and what “pre-tariff sales” might mean for your next shopping trip. Beyond price tags, we’ll uncover how tariffs ...

Apr 11, 2025•15 min

Tariffs, Trade Wars, Dollar Devaluation, and Economic Reset

Your guide to tariffs and the global shift underway. We review the forces reshaping our existing economic systems and analyze their potential consequences without advocating for specific policies. Overall, we paint a picture of a global trading system at a potential inflection point, with the US considering significant policy shifts using tariffs and currency tools in response to perceived imbalances and national security concerns. These changes could lead to a reordering of global financial and...

Apr 09, 2025•22 min

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