Notas del episodio
Description:
President Trump is back to shaking up the geopolitical map with a bid to buy Greenland, using a 10% tariff on eight European nations as his bargaining chip. It sounds like a headline from a different era, but asset markets are already reacting, and the U.S. is standing on the edge of a potential new trade war.
We’ll talk about:
- Why the U.S. is threatening a tariff hike to 25% on countries like Germany and France if a deal isn't reached.
- The "escalate to de-escalate" theory that suggests this is a negotiation tactic for Arctic resources rather than a literal land purchase.
- The "Anti-Coercion Instrument," the European Union’s legal "bazooka" that could retaliate by targeting U.S. tech giants and intellectual property.
- The base case prediction that a compro ...