Скачать или смотреть China vs. The U.S.: A New Cold War Is Underway

Ash Bennington sits down with Geo Chen, author of the Fidenza Macro newsletter, to discuss the current macro outlook, why the U.S.-China trade war could become dramatically drawn out, whether markets are properly pricing in the conflict, and how it will impact the U.S. dollar, gold, and bitcoin. Plus, Geo shares his latest insights on market positioning and sentiment.

🔑 Key Insights: • 🇨🇳 No Deal This Time: Trump’s past attempts to strike trade deals with China fell flat — and this time, it’s even worse. China now views the economic conflict as a full-blown war, minus the missiles. 🚫💣

• 📉 China Is Digging In: The latest from Beijing Daily shows China is bracing for a long, painful economic battle. They’re pumping in stimulus, supporting jobs, and preparing to outlast the U.S. 💵🧱
• 🥇 A Global Power Shift?: China isn’t just reacting — they see this as their shot to replace the U.S. as the world’s top power. 🌍🆙 And according to them, America is doing the hard part on its own. ⛏️🇺🇸

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