Tom Bilyeu

So it's going to be interesting to watch out for what the second and third order consequences are here as China tries to move things back into their control, as they try to make sure that they show that they have dominance in this situation as well.

Secretary of State Marco Rubio called China's actions a direct threat to global supply chains and declared that the U.S.

stands with Panama.

Of course, he's going to say that.

I think he's right to say that.

But nonetheless, China has cards to play, and they're obviously playing them.

The U.S.

is being extraordinarily offensive.

You just think their offensive moves won't yield the right play.

If we were being defensive, we would just think, okay, how do I optimize for what we're doing?

How do I make things a little bit better here at home?

Now, I...

What I'm about to say is not me saying, hey, the Trump admin, because everybody thinks this is Trump, this is his administration, his advisors, the think tanks, all of that.

I'm not saying that all of their moves are well advised, but I'm going to give you a frame of reference on them that I think is far closer to accurate, which is you have extraordinarily smart people that have built a path forward that

That is predicated on a base assumption that America is still the strongest military, that we are still the best poised to win in a fractured isolationist world, but that we have to press our advantage while we have it.

And the way that we're pressing our advantage is by going, okay, who's our biggest rival?

China.

How do we weaken China?

Energy.

Because the one thing, they're transitioning off of oil as rapidly as they can.