S1E34 - Cocaine Cowboys

Look, the world is decoupling, and everyone is making their bet. Mexico just threw their chips on the table with 50% tariffs, effectively divorcing China to marry the U.S. in a desperate play for North American relevance. Meanwhile, the Andes are swinging hard right, betting that nationalism and market-pro policies are the only way to survive a multipolar free-for-all.... But here's the truth: tariffs are just a consumption tax in a MAGA hat, and if the Supreme Court kills them, the bond market is going to riot. Forget the politics; follow the robots and the revenue.

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