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Trade War Escalates: 100% Tariffs Threaten Global Meltdown | Shaun Rein

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Manage episode 516150132 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Check out Odoo today - https://www.odoo.com/r/g2WShaun Rein, Founder and Managing Director of China Market Research Group, argues that China has the upper hand in the US-China trade war because America depends heavily on Chinese rare earth minerals and cannot easily replace them.Watch Shaun's last interview with David: https://www.youtube.com/watch?v=uxYnMsdjpyY*This video was recorded on October 20, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.2:04 - Scott Bessent CNBC interview: “China vs. the world”6:54 - De-escalation and the battle for rare earth minerals11:45 - Refining timeline and the “nuclear option”15:06 - Decoupling and risks19:46 - What happens November 1st?24:33 - Are tariffs working?28:26 - Trump-Australia critical minerals deal and tech supremacy34:09 - Taiwan36:17 - Evaluating US and China economic performance40:30 - China’s upcoming 5-year plan43:54 - Why not a BYD deal like Toyota?45:44 - Future of Chinese immigration to the West#china #economy #tariffs

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645 episodes

Artwork
iconShare
 
Manage episode 516150132 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Check out Odoo today - https://www.odoo.com/r/g2WShaun Rein, Founder and Managing Director of China Market Research Group, argues that China has the upper hand in the US-China trade war because America depends heavily on Chinese rare earth minerals and cannot easily replace them.Watch Shaun's last interview with David: https://www.youtube.com/watch?v=uxYnMsdjpyY*This video was recorded on October 20, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.2:04 - Scott Bessent CNBC interview: “China vs. the world”6:54 - De-escalation and the battle for rare earth minerals11:45 - Refining timeline and the “nuclear option”15:06 - Decoupling and risks19:46 - What happens November 1st?24:33 - Are tariffs working?28:26 - Trump-Australia critical minerals deal and tech supremacy34:09 - Taiwan36:17 - Evaluating US and China economic performance40:30 - China’s upcoming 5-year plan43:54 - Why not a BYD deal like Toyota?45:44 - Future of Chinese immigration to the West#china #economy #tariffs

  continue reading

645 episodes

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