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

About Tariffs and Trade: The New Cold War by 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

Publisher

Tariffs & Trade by SpotMarketCap.com

Category

business

Language

en

Explicit

No

First episode

9 Apr 2025

Latest episode

6 Apr 2026

Latest episodes

19 episodes in the feed.

1. 

   6 Apr 2026

   The Illusion of Control: War, Oil, and the Master of Chaos

   Dive into the unprecedented five-week US-Israel war on Iran that is rapidly reshaping the global order. In this episode, we peel back the political rhetoric to examine the harsh realities on the ground. We explore the massive, high-stakes search and rescue operation for a missing American F-15E crew member after Iran successfully shot down multiple US warplanes, challenging official claims of total American air supremacy and a decimated Iranian military.We also unpack the impending global oil shock that the world is currently blind to. Discover why the devastating economic effects have been delayed by massive oil tankers moving at the "speed of a bicycle" across the globe, and how a terrifying wave of "demand destruction" threatens to drastically alter daily life, ground flights, and shutter factories once emergency energy stockpiles run dry.Finally, we analyze the political fallout and the shifting Middle East security architecture. Is President Trump's approach purely chaotic, or is he employing a highly calculated "drunken boxing" strategy designed to dismantle the established international order? With key allies like Saudi Arabia and Qatar actively distancing themselves from Washington's demands, and Iran's leadership defiantly launching missiles from rebuilt underground bunkers, we ask: who is really winning the war?

2. 

   30 Mar 2026

   Global Collapse, The US-Iran War, & China’s Nostradamus

   Are we on the brink of a global economic collapse driven by an escalating US-Iran conflict? In this episode, we dive deep into the hidden mechanics of modern geopolitical warfare, the weaponization of the global energy supply, and the frightening predictions of what comes next.Part 1: The Energy War & The End of Globalization First, energy market expert Anas Alhajji breaks down why the current Middle East conflict is pointing toward a grueling, long-term war, despite the Trump administration's initial claims of a quick victory. Alhajji explores the unintended consequences already crippling the global economy, from energy rationing in Asia to the devastation of European markets. We discuss the critical, often-overlooked role of shipping insurance in effectively closing the Strait of Hormuz and the Red Sea to vital cargo. Is this conflict actually part of a massive, strategic power play designed to cut off energy flows to China and force global dependence on American oil and natural gas? Plus, we examine why this crisis might finally shatter the "utopian dream" of globalization, forcing nations to hoard resources and turn inward.Part 2: Predictive History & The 2026 Prophecies Next, we sit down with controversial Chinese-Canadian educator and YouTuber Shu Chin Jiang, widely dubbed "China’s Nostradamus". Jiang made waves by accurately predicting Donald Trump’s 2024 election victory and the subsequent outbreak of the US-Iran war. Defending his use of "speculative analysis" and game theory, Jiang explains how Iran is utilizing an asymmetrical warfare strategy to hold the global economy hostage. He also addresses the heavy criticism surrounding his geopolitical theories and his suspension from China. Finally, Jiang reveals his chilling new predictions for 2026: a massive ground-troop quagmire leading to a US military draft, a guarantee that nuclear weapons will not be used, and the shocking potential destruction of the Al-Aqsa Mosque.In this episode, you will learn: Why the release of the Strategic Petroleum Reserve signals a long-term conflict. How shipping insurance companies hold the ultimate power over global energy prices. The difference between "facts" and "truth" according to predictive history. Why Iran's asymmetric warfare might be outmaneuvering the US military's supreme firepower. Listen now to understand the unseen forces steering the global economy and the controversial theories predicting our geopolitical future.

3. 

   3 Mar 2026

   The Bullion Brief: Gold, Silver, and the Macro Endgame

   Are we on the brink of the next financial crisis, or is the market pricing in a new golden age?Welcome to The Bullion Brief, the podcast that dives deep into the intersection of macroeconomics, geopolitics, and precious metals. In a world where U.S. national debt is projected to hit $50 trillion by 2028 and private credit bubbles threaten to force the Fed into massive bailouts, investors and central banks are aggressively flocking to hard assets.Each week, we break down the complex forces driving the commodities market. We explore the historical evolution of money—from ancient bimetallism and the controversial "Crime of 1873" to today's fiat currency skepticism. We analyze the technical and fundamental indicators you need to know, including the ever-fluctuating Gold-Silver ratio and how traders use it to spot market rotations.Discover why central banks like the National Bank of Poland and the People's Bank of China are accumulating record amounts of gold, and why J.P. Morgan forecasts silver could average an explosive $81 per ounce in 2026. We also unpack the massive industrial demand for silver in green technology, like solar panels, and the substitution risks that could threaten its future.Whether you're a seasoned commodity trader, a macro-investor worried about inflation and government deficits, or just someone trying to understand why gold prices are soaring past historical records, The Bullion Brief gives you the expert insights needed to navigate the precious metals market.

4. 

   22 Feb 2026

   Tariffs, Supply Chains, and Your Wallet

   The Supreme Court just delivered a historic 6-3 blow to President Trump's economic agenda, ruling that the International Emergency Economic Powers Act (IEEPA) does not grant the President the authority to impose sweeping global tariffs. But the trade war is far from over. Within hours of the ruling, President Trump doubled down, pivoting to Section 122 of the Trade Act to hike worldwide tariffs from 10% to an immediate 15%.In this episode, we break down the monumental Learning Resources, Inc. v. Trump decision and explore why Treasury Secretary Scott Bessent argues the ruling actually affirms the administration's "draconian" power to enact full trade embargoes.We also dive into the real-world economic fallout. New tracking data shows these tariffs are already contributing up to 0.76 percentage points to CPI inflation, costing the average U.S. household $400. Meanwhile, global supply chain professionals are reporting unprecedented disruptions, forcing companies to restructure their operations and aggressively change their sourcing patterns.Are we repeating the mistakes of the infamous 1930 Smoot-Hawley Tariff? And how are major industries—from electric vehicles to retail—using strategies like "tariff engineering" to survive the chaos? Tune in to find out what this constitutional clash means for global markets, international diplomacy, and your everyday cost of living.

5. 

   17 Feb 2026

   Commodity Supercycle vs. Oil Glut: Gold, Copper, and the Future of Energy

   Are we entering a new 12-year commodity supercycle? We analyze the conflicting signals in the market, featuring insights from Jeff Currie (Carlyle) and Francisco Blanch (Bank of America). While metals like gold and copper hit record highs driven by central bank hoarding and the green energy transition, the oil market tells a different story. We examine the argument that the "supercycle is just beginning" versus the data showing rising inventories and a potential price drop to $60/bbl. Episode Highlights: The "3 Ds" driving metals: Debasement, De-dollarization, and Diversity. The AI infrastructure bottleneck: Why tech companies are suddenly investing in power plants and transformers. OPEC+ and the Glut: Is there really a 2 million barrel-per-day surplus, or is the market "structurally short"? Investment Rotation: The shift from the "new economy" (software) back to the "old economy" (physical assets).

6. 

   17 Feb 2026

   Is the Dollar Dying? The Rise of RSDM and the Parallel Monetary System

   Is the Dollar Dying? The Rise of RSDM and the Parallel Monetary System Fiat currencies are blinking red. From the "Nixon Shock" of 1971 to the record-breaking central bank gold buying of 2025, the global monetary system is fracturing. In this episode, we explore a revolutionary solution proposed to save wealth from the "black hole" of inflation: Redeemable Self-Decaying Money (RSDM). Join us as we break down: The "Soft Default": Why experts like Andy Schectman believe the US is quietly devaluing the dollar against gold to manage its debt. The BRICS Factor: How the new "Unit" currency and gold-backed settlements are challenging the US Dollar's hegemony. RSDM Explained: The concept of a "negative interest rate" gold currency that solves the logistical costs of the gold standard. Real-World Scenarios: How this system could unlock dormant gold in India and allow US states to bypass the Federal Reserve. Are we moving toward a "Triple-Monetary System"? Tune in to find out how this theoretical framework could become the ultimate safe haven for private wealth.

7. 

   5 Feb 2026

   Gold and War

   Learn about gold, war and new monetary order. Listen back on our calls about silver and gold we got right!

8. 

   26 Jul 2025

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

   Industry experts analyze President Donald Trump's tariff policies, challenges to U.S. chip production, and the increasing importance of gold and silver amidst discussions of a wartime economy.

9. 

   25 May 2025

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

   Treasury Secretary Scott Bessent, Sheikh Abdullah Al Khalifa, and Howard Marks discuss navigating economic uncertainty by focusing on hard data and intelligently taking calculated risks, while also exploring investment opportunities in the US and AI infrastructure in this interview.

10. 

    24 May 2025

    Trump's Nuclear Energy Policies

    Industry experts discuss President Donald Trump's executive orders aimed at overhauling the U.S. nuclear industry by boosting domestic deployment and quadrupling U.S. nuclear power capacity, enhancing energy security and supporting AI and defense sectors; this is an analysis.

11. 

    7 May 2025

    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 shift, presenting a trade-off between convenience and control. This includes exploring concepts like AI, driverless cars, and the potential implications of digital currencies like CBDC and stable coins for surveillance and individual mobility. The guest argues that this technological advancement, combined with government policy, could lead to significant changes in the workforce, potentially creating "bullshit jobs" to manage unemployment. Financially, the discussion touches upon the challenges of funding the U.S. deficit in a changing global landscape. The potential role of stable coins is analyzed as a mechanism to effectively absorb government bonds and finance the debt, acting as a "liquidity sponge". In this context of geopolitical tension and decreased trust among nations, the remonetization of gold is also discussed as a store of value and a tool for international trade, particularly with countries less inclined to hold U.S. treasuries. The current political climate, including ongoing trade tensions and tariffs as described in the sources, is discussed as a backdrop to these larger economic and governmental shifts. The guest shares his perspective on the potential long-term consequences of these trends for society and individual freedom.

12. 

    29 Apr 2025

    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 the alarming trend of BNPL being used for even trivial purchases, such as $25 for a DoorDash order, and notes that this activity is now being reported to credit bureaus. Worryingly, 41% of people admit to being late or delinquent on their BNPL accounts, a trend extending to financing necessities like groceries. These delinquencies negatively impact credit scores, making it harder to qualify for significant loans like mortgages or car loans. Insights into the job market suggest that Q3 is likely to be a challenging period for layoffs. The time required to find a new job has also increased significantly, with half of job seekers reporting needing six or more months. The discussion also covers the impact of student loan delinquencies, which are leading to substantial drops in credit scores and the initiation of collections. This situation is expected to have ripple effects throughout the wider economy. Other vital topics explored include: The ongoing difficulties in the housing market, making home qualification more challenging. The persistent issue of inflation, pushing consumers to finance essential goods with credit. A critical perspective on the cost, value, and debt burden of traditional college education. Anticipated consolidation within industries such as healthcare and academia. The potential disruptive effects of automation and AI on future job availability. Challenges impacting the logistics industry, partly due to tariffs. The growing trend of private equity firms acquiring small businesses. How the concept of Open Banking is influencing consumer financial interactions. While the immediate future, particularly Q3, presents a challenging forecast, Amanda offers a more hopeful outlook for economic stabilization and potential improvements in hiring towards late Q1 or early Q2 of the next year. She emphasizes the critical need for individuals to be prepared to "pivot fast" in response to changing market conditions. Tune in for an insightful conversation that navigates the current economic storm, identifies the key signals to watch, and provides perspective on what the coming months and year may hold for the economy and personal finances.

13. 

    28 Apr 2025

    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 market dynamics. We'll explore: The Crucial Technical Breakouts: Understand the significance of silver breaking above key resistance levels like $32-$33 and $34-$35, and what these moves could signal for the future. We'll also look at euro-denominated silver prices and their respective support and resistance levels. Silver's Confirmed Uptrend: Despite its erratic movements, we'll examine why the 200-day simple moving average suggests a confirmed uptrend for silver, and why more orderly gains might be ahead. Gold as a Powerful Catalyst: Discover the historical relationship between gold and silver, and why gold's impressive rally to levels around $3,500 could be a strong driver for silver's price. We'll analyze how a soaring gold price makes silver increasingly undervalued. The Undervalued Nature of Silver: We delve into the historically high gold-to-silver ratio, which has recently breached the rare 100:1 level. Experts believe this anomaly typically signals the beginning of silver's outperformance. We'll explore how a reversion to the historical average could significantly boost silver's value. Inflation-Adjusted Prices and Money Supply: See how silver's current price compares to its inflation-adjusted peaks and its relationship to the U.S. M2 money supply, further highlighting its undervalued status. The Synthetic Silver Price Index (SSPI): Learn about this unique indicator, based on gold and copper prices, and why its recent breakout above a key resistance zone provides a strong bullish confirmation for silver. Long-Term Bullish Patterns: We'll discuss silver's breakout from a two-decade-long triangle pattern and the potential implications of a cup-and-handle pattern on its long-term logarithmic chart, hinting at much higher price targets if silver decisively closes above $50. The Impact of Short Selling: Understand how heavy short-selling by bullion banks has suppressed silver's price and the potential for a massive short-covering rally and even a short squeeze once silver breaks out. We'll explore the astonishing ratio of "paper" to physical silver and the explosive price potential in a squeeze. Supply and Demand Dynamics: We'll analyze the persistent structural deficit in the silver market, where demand has consistently outpaced supply for years. Discover how dwindling mine production and surging industrial demand, particularly from the solar panel sector, are contributing to this imbalance. Silver as a Monetary Metal: While unlikely to return as physical currency, we'll discuss silver's historical role as a monetary metal and its continued relevance as a store of value in times of monetary stress and fiat currency debasement, drawing parallels to historical hyperinflationary periods. Economic Uncertainty and Recession Risks: Explore how a potential U.S. recession and the Federal Reserve's likely response (interest rate cuts and quantitative easing) could be a significant catalyst for higher precious metals prices, including silver. Whether you're a seasoned investor or new to the precious metals market, this podcast will provide you with the insights and analysis you need to understand why now might be silver's time to shine. We'll cut through the noise and focus on the fundamental and technical factors that could drive silver's price significantly higher, potentially outperforming gold in the next leg of the precious metals rally.

14. 

    28 Apr 2025

    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 economy, with a focus on tariffs, trade deficits, and his interactions with business leaders. He argues that his policies are bringing in "billions and billions of dollars" and leading to companies returning to the U.S.. Immigration policies, where he defends his administration's efforts to remove individuals he considers dangerous, citing concerns about open borders. The conversation also explores critical aspects of foreign policy, including: The situations in Ukraine and the Middle East, where President Trump shares his views on achieving peace and his relationships with leaders like Putin and Zelensky. He suggests he is uniquely positioned to broker deals in these regions. His relationships with global leaders, mentioning calls with the Prime Minister of India and discussions with other heads of state. Shifting to domestic matters, President Trump addresses: Budget proposals and social programs such as Medicaid, Social Security, and Medicare, indicating his stance on potential cuts and his focus on "waste, fraud, and abuse". He states he would veto bills that cut these programs. His views on the justice system, including his commitment to Supreme Court orders (though this is debated within the interview regarding a specific case) and his perspectives on individuals involved in the January 6th events. He also discusses the concept of sending American criminals to foreign prisons, contingent on legality. Controversies surrounding campus protests and free speech, particularly concerning anti-semitism, and actions taken regarding student visas. Investigations into cybersecurity officials and the use of presidential power against institutions he deems problematic. Throughout the interview, President Trump provides insights into his justifications for his actions, often referencing his campaign promises as a mandate for his policies. He also expresses his strong belief in his own judgment and the positive long-term outcomes of his strategies. This revealing conversation offers listeners a direct understanding of President Trump's mindset and his vision for the country as articulated during this TIME magazine interview. Tune in to gain valuable insights into the key issues shaping the political landscape.

15. 

    22 Apr 2025

    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 available for purchase may be much lower than perceived, raising concerns about the ability to meet future demand. Factors such as potential tariffs impacting physical silver movement and China's aggressive stockpiling of silver further complicate the supply outlook. Meanwhile, gold has seen strong price performance, potentially driven by its safe-haven appeal amid global uncertainties and significant physical buying activity, possibly including central banks and Asian retail investors. The high gold-silver ratio, currently elevated well above its historical average, suggests that silver might be undervalued relative to gold and could be poised to catch up, potentially offering an exciting opportunity within the energy transition theme. Overall, the audio points to a fascinating period for precious metals, with silver facing potential supply challenges and gold benefiting from its traditional role as a safe haven.

16. 

    21 Apr 2025

    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 record gold prices, highlighting the "China frenzy" in gold investment and its role in pushing prices higher, while also noting gold's traditional role as a safe-haven asset and a hedge against inflation.

17. 

    16 Apr 2025

    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 tariffs, a move a Chinese official decried as an attempt to harm the city's economy.

18. 

    11 Apr 2025

    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 are hitting consumer confidence, fueling inflation fears, and raising the risk of recession. You’ll also hear insights on the back-and-forth between the U.S. and China, how national security is being used as a justification, and what’s really at stake in reshaping the global economy. Plus, we look at how the EU and other global players are responding. If you want to understand how global trade tensions are hitting home, this is your front-row seat.

19. 

    9 Apr 2025

    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 trade relationships, increased market volatility, and a potential move towards a multipolar world with a less dominant US dollar. Understanding these potential tools and their consequences is crucial for investors and policymakers alike. These potential shifts have significant financial market consequences, including increased volatility. Federal Reserve Chair Powell indicated that there would be damage to the economy from tariffs and suggested there is no "Fed put" under risk assets in this scenario. In contrast, a "put" under government bonds might emerge if Treasury markets become dysfunctional. Investors need to be mindful of non-linear risks and consider that the traditional post-WWII world order may not remain stable. The possibility of dollar devaluation could make gold and silver attractive as potential safe havens. Sources Discussed: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Zoltan Pozsar Bretton Woods III Matt Smith from Doug Casey's Take

Who has been a guest on Tariffs and Trade: The New Cold War by SpotMarketCap.com

Names identified in recent episode analyses. Showing up to five guests.

• Scott Bessent
• Sheikh Abdullah Al Khalifa
• Howard Marks

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 12 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

24

Social presence

0

YouTube

0

Engagement

0

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