Riding on the Hog of a Fiscal Orgy

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Economic Reactions (04:56) - Market Reactions and Negotiation Strategies (07:02) - Uncertainty and Global Trade Dynamics (07:45) - Historical Context and Strategic Analysis (10:15) - Geopolitical Implications and Future Scenarios (13:15) - US Fiscal Policy and Global Trade War (30:57) - Potential Outcomes and Congressional Actions (35:20) - Biden's Missed Opportunity with Trade (36:04) - Challenges in US Trade Negotiations (37:44) - Inflation and Tariffs Debate (40:19) - Recession Concerns and Economic Adjustments (41:11) - Tariffs and Their Impact on American Manufacturing (43:09) - China's Military Exercises and Taiwan (44:30) - Debating China's Intentions with Taiwan (52:03) - Part 2 with Matt Gertken (54:48) - Trump's Third Term Speculation (01:06:44) - Reflecting on Beginnings and Career Paths (01:07:52) - The Impact of Leadership on Markets (01:10:52) - Comparing Political Systems: US, China, and Russia (01:13:11) - The Future of American Democracy (01:17:19) - Media Manipulation and Political Spectacle (01:20:50) - The Role of the Supreme Court (01:32:57) - European Politics and the Far Right (01:42:31) - Concluding Thoughts on Geopolitics -- Referenced in the Show: Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato