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Open original source ↗Pods up! Hoping the pivot toward Bessent / fair trade & away from Navarro / high structural tariffs is permanent & we can get back to discussing how we are accelerating our own growth & innovation. @bgurley 🇺🇸🚀
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BG2. Bessent Fair Trade vs. Nuclear Navarro, H20 & Rare Earth Ban, Exit Ramp & Market Impact 👊💥@altcap @bgurley (00:00) Intro (02:15) Complex Systems (06:00) Tariff Negotiations & Free Trade (23:19) Export Controls: AI War, H20 & Rare Earth Ban (42:29) New AI Cold War & Zero Sum Game (52:37) $TSLA & Market Check
BG2Pod ↗