Bradley Thayer
๐ค SpeakerAppearances Over Time
Podcast Appearances
has is the Chinese Communist Party, right?
Xi Jinping's rule of the CCP.
Yeah.
in the People's Republic of China.
So President Trump is doing his utmost to end the war in Ukraine, which is absolutely essential so that you can have a greatly improved relationship with Russia.
With a greatly improved relationship in Russia, you then can enlist, to a degree, Russian help
in dealing with the threat from the PRC.
That's giving the PRC a northern flank, right?
So we always want the PRC to have a multiple war front problem, multiple fronts that they have to address.
Because their relationship with Russia has been very good during Russia's war with Ukraine, that front has disappeared.
President Trump wants to restore that and to ensure that the U.S.
and Russia working together
within certainly boundaries.
Putin is a wily fellow, of course.
We want to always recognize that, and Russia will probably never be an ally of the U.S.
again, but it may be a great partner in dealing with our mutual threat, and that is the PRC.
So there's hope, obviously, for a much improved relationship with Russia, and then with India as well, similarly threatened by the PRC, and the hiccup of
The tariffs are going to be attenuated.
Dave, you know markets adjust, right?
So the market will adjust, and India and the U.S.