A spoonful of tariffs make the economy go round?

2025-01-31

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China has weaponized fentanyl against the United States. You might think of Mexican kingpins as the top of the drug food chain, but everybody works for somebody. And that somebody is often a gangster in China, made “respectable” by his other legitimate business operations and a position within the Chinese Communist Party.

But it gets worse. Today we’re speaking with Canadian investigative journalist Sam Cooper, whose deeply researched book Wilful Blindness exposes Canada’s damning role in the opioid trade.
This might explain why the Trump administration is going on the offensive with our northern neighbor.

Sam’s research uncovers an intricate network, where the inputs to make synthetic opioids

2025-01-12

Check out the rest of the interview here:

2025-01-10

Do you use those to hedge the markets? Tell us in the comments.

Full interview:

2024-12-28

Felix Zulauf tells Ed D’Agostino that Merkel was WRONG.

Listen in on the conversation here:

2024-12-25

Felix Zulauf tells Ed D’Agostino that Trump has the supply chain at the top of his mind

Listen in on the conversation here:

2024-11-26

Societal Change? Happens when a small minority REALLY wants to change something! Do you agree with Jared Dillian?

Check out the full interview here: -Vf5GI

2024-11-15

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Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.

In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.

We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.

What does slower growth in China mean for the global economy? Is India the next China? Can China become a consumer-driven

2024-09-13

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The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.

The reality is that oil isn’t going away anytime soon.

Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.

You will also hear about which OPEC nations might be cheating on their quotas, the nuances in the Exxon v. Chevron dispute, the future of the Strategic Petroleum Reserve… and what