S3 E13: China vs USA - High Stakes Poker

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The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up.

Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understands the US does NOT hold the best hand).

Xi responded by pushing "all-in" with the October 9th release of “Announcement No. 61/2025: Decision in Implementing Export Controls on Foreign Related Rare Earth Items, Rare-Earth-Related Technologies, Lithium Batteries and Artificial Graphite Anode Material Related Items".

Poker is a game of "I know that you know, that I know, that you know, that I know AND you know I'm bluffing, but you know that I know you can't "call". Trump tried to pull off a bluff, and Xi "came-over-the-top" and raised "all in". The question is, how will Trump respond?

Understanding just HOW IMPORTANT these elements, oxides, metals, and even manufactured products are, is to understand HOW FAR BEHIND the US truly is, and how DOMINANT China has become, with a four-decade long game plan that has left the US "reliant", held "hostage”...to China on Rare Earths! We are waiting to hear what Xi wants...and you know, that I know, that you know, EXACTLY what Xi wants.

It is NOT Chips-AI build out, NO! 

Xi wants Taiwan, which has ALL of the above, already in place, thanks to the US.

What happens next week will be historic, one way or the other. A deal that placates the US...or Xi sticking with the "long game", and leaving Export Restrictions in place, possibly driving US equity indexes sharply lower, helping lift unemployment, at a time when social unrest, outright violence, and politicians "declaring independence from the Federal Government”, has created total chaos, domestically. We are already at war with ourselves, divided from within, while also battling drug cartels, Venezuela, Colombia, and Chinese interests in Peru!! Are we really prepared to, or even willing to, "fight" China right now?

Xi's Maoist vision of Asian "manifest destiny", groomed by the CCP since 1959, for THIS MOMENT, his father was killed during an assassination attempt on Chairman Mao...and...the demise of the US currency...both... could be in sight, lying in wait, and the repercussions for global markets would be Earth-shaking.

Learn EXACTLY why I say this, all the gory details, history, data, stats and FACTS as to why this is SO important, and what the possible outcomes might be, by listening to the most important podcast I have produced to date 

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