Kontrarian Korner #51 - Dexter White

Last Friday I had Dexter White back on the podcast to talk about some of the recent chaos across the world. We talked about Trump’s first three months in office, the complicated geopolitical chessboard, and several different aspects of the media landscape. It was a great conversation and will definitely give listeners something to think about on a bunch of different topics. You can find Dexter on Twitter, as well as at Gold Goats n’ Guns.

Podcast Summary

* Trump 2.0 and tariffs, and the intent behind the chaotic messaging.

* The unified message of the media.

* The importance of having certain industries in the US, from pharmaceuticals, steel, and military supply chains.

* The other motivations behind Trump’s approach to dealing with China.

* The Monroe Doctrine or Trumpian Manifest Destiny when it comes to the Panama Canal, Greenland, and Canada.

* China’s dominance in drone technology and production.

* The ZOPA (zone of potential agreement), the Art of the Deal, and Trump’s approach to negotiations with other countries.

* The importance of the fentanyl crisis and the 100,000 people that die on an annual basis in the US. It’s not military tactics, but it is a form of warfare.

* The propaganda and the signal to noise ratio when it comes to financial media.

* The structural demand change in gold, what it means for the gold to silver ratio, and other commodities.

* His thoughts on energy, from oil to gas to coal as well.

* Book Recommendation: Unrestricted Warfare by Qiao Liang and Wang Xiangsui.

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