The Taiwan Blockade Scenario: How One Strait Could Freeze Global Trade and Shock Markets

January 18, 2026 00:51:54
The Taiwan Blockade Scenario: How One Strait Could Freeze Global Trade and Shock Markets
Natural Resource Stocks
The Taiwan Blockade Scenario: How One Strait Could Freeze Global Trade and Shock Markets

Jan 18 2026 | 00:51:54

/

Show Notes

Recorded on January 12, 2026. In this #Millettian guest interview, Steve Yang sits down with Laurent Lequeu, co-founder of The Macro Butler, to unpack the macro and geopolitical forces he believes will define 2026. From US strategy in the Americas to NATO strain, Taiwan risk, and what investors can do in an environment of policy volatility, Laurent lays out a framework for thinking about security, supply chains, and markets without hype. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. Guest linksThe Macro Butler: https://themacrobutler.com/ Substack: https://themacrobutler.substack.com/ X: https://x.com/TheMacroButler X:…

Other Episodes

Episode

December 21, 2025 00:46:33
Episode Cover

Silver Is Becoming An Industrial Metal And That Is Bullish

Recorded on December 17, 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks....

Listen

Episode

October 15, 2024 00:24:50
Episode Cover

The Ultimate End Game: Decoding Financial Instability with Bill Holter

In this engaging discussion, analyst Bill Holter shares insights on current global financial instability, societal challenges, and geopolitical tensions. Key topics include the BRICS...

Listen

Episode

February 16, 2025 00:19:00
Episode Cover

Fancamp Exploration's Strategic Moves and Prospects with Rajesh Sharma

Join Andy and Steve as they sit down with Rajesh Sharma from Fancamp Exploration. Discover how Fancamp’s strong balance sheet, lucrative portfolio of royalties,...

Listen