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Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history?

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Manage episode 485040468 series 3616097
Content provided by The Dutch Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dutch Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“Trust is the operating system. Break that, and everything on top becomes fragile.”

This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you support him or not. It’s about what happens when predictability fades, alliances weaken, and countries are forced to rethink their dependencies.
If you want to understand the long-term implications, this will be good.

You can also find us on:

Or ⁠become a premium member!

  1. A brand new fundamental analysis released every single week!
  2. Available in audio and text
  3. 24/7 live access to our personal portfolio's
  4. Monthly updates on all our buys & sells
  5. Exclusive industry reports
  6. Exclusive articles
  7. All future updates and features!

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 485040468 series 3616097
Content provided by The Dutch Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dutch Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“Trust is the operating system. Break that, and everything on top becomes fragile.”

This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you support him or not. It’s about what happens when predictability fades, alliances weaken, and countries are forced to rethink their dependencies.
If you want to understand the long-term implications, this will be good.

You can also find us on:

Or ⁠become a premium member!

  1. A brand new fundamental analysis released every single week!
  2. Available in audio and text
  3. 24/7 live access to our personal portfolio's
  4. Monthly updates on all our buys & sells
  5. Exclusive industry reports
  6. Exclusive articles
  7. All future updates and features!

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

  continue reading

36 episodes

All episodes

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