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

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:…