Topics & People

The leader of China, recently engaged in high-level geopolitical meetings with US officials.

Bonds issued by the US government.

A type of nuclear fission reactor that uses molten fluoride salts as the primary coolant. China is reported to have an operational experimental unit, representing a major leap in safer, more abundant nuclear energy.

Thorium
ScientificConcept

A radioactive chemical element that can be used as a fuel in nuclear reactors. A massive reserve was discovered in China, enough to power the country for tens of thousands of years.

Crimea
Location

A peninsula annexed by Russia from Ukraine in 2014. Phillips views the weak response to this event as setting the stage for the full-scale invasion in 2022.

Ukraine
PoliticalEntity

A nation in conflict where massive artillery and explosive usage is directly depleting global copper supplies.

Tesla's advanced driver-assistance system that aims to handle dynamic driving tasks.

Waymo
Organization

An autonomous driving technology company praised for having working self-driving cars.

A special consultant involved in the Iran ceasefire negotiations in Islamabad.

A term used to describe the day the Trump administration implemented significant new tariffs, marking a major shift in trade policy.

Russia
PoliticalEntity

A country involved in a geopolitical conflict that has strained supply chains and accelerated global inflation.

A term for the period of relative international peace overseen by the US. The discussion questions whether current trade policies are putting this status and the associated trust in US financial instruments at risk.