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May 2025
1h 1m

Trade Truce Puts Budget Deficits In Focu...

PETER SCHIFF
About this episode

Peter Schiff analyzes the stock market relief rally, criticizes Trump's trade policies and tariffs, and argues that the new tax bill and economic issues are not being properly addressed.


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Peter Schiff discusses the recent relief rally in stock markets following a temporary truce in the trade war, highlighting the role of President Trump's policies in both creating and defusing market tensions. He criticizes the Trump administration’s handling of tariffs and trade deficits, predicting that the U.S. economy is weaker than expected and will face significant challenges due to de-dollarization and rising interest rates. Schiff also scrutinizes the latest tax bill, arguing it fails to address core issues like the inefficiencies of the FDA and misaligned incentives in healthcare. He warns that temporary market gains are misleading and that fundamental economic vulnerabilities remain unaddressed.


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Chapters:

00:00 Market Relief Rally Amid Trade War Truce

02:27 Impact of Tariffs on the Economy

05:05 De-dollarization and Global Trade Dynamics

07:15 Bond Market Vulnerabilities

11:24 Bitcoin and Risk Assets Analysis

16:17 Gold and Silver Market Insights

21:41 Upcoming Events and Personal Announcements

29:44 Critique of FDA Regulations

33:38 The Skin Cancer Epidemic in America

34:40 The FDA and Sunscreen Regulations

36:01 The Problem with Employer-Based Health Insurance

38:20 The True Cost of Health Insurance

45:11 Trump's Big Beautiful Bill

46:34 The Carried Interest Loophole

50:48 The Car Loan Tax Deduction Debate

01:01:15 The Future of the US Economy

01:02:00 Conclusion and Final Thoughts


#tradewar #tariffs #trump



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