Can China Defeat America In The Trade War? | Brent Johnson

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn. His detractors call it "non-sensical" and "hamfisted". That it's based on faulty logic, poor math, and has done grave injury to relations with our closest allies. They fear it's actually driving the rest of the world into China's -- our chief competitor's -- arms. And as a result, substantially damaging America's future prospects. Is this true? And is this the reason why bond yields are rising, the dollar is weakening, and gold is soaring? And most importantly, will China end up drinking America's milkshake? For answers, we're fortunate to welcome back to the program Brent Johnson, CEO & Portfolio Manager at Santiago Capital and publisher of The Macro Alchemist. #china #tradewar #dollar 0:00 - Trump’s deliberate power strategy 4:29 - Likelihood of trade plan success for America 6:02 - Timeline & indicators for plan’s success 9:07 - Geopolitical goals: MAGA & China containment 11:06 - Trump’s communication fail on China strategy 17:37 - Rationale for rapid, heavy-handed trade approach 29:22 - China’s weakened position vs U.S. resilience 38:37 - Historical parallels to Nixon’s gold window closure. 43:46 - Long-term geopolitical cycles & Rome analogy 49:01 - Fourth Turning & non-binary thinking 53:17 - Post-settlement U.S.-China trade vision 58:24 - Dollar & gold outlook for 2025. 1:03:55 - Market forecast & 2022 analogy 1:06:23 - Investment strategy amid volatility 1:09:48 - Resources to follow Brent’s work 1:13:17 - Parting advice for retail investors _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.