Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts скачать в хорошем качестве

Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts

This week’s update dives into the rare earth battle at the heart of the global AI supply chain and why the China–US deal now matters more than any Fed meeting or rate cut. Rare earths aren’t just about magnets and EVs anymore, they’re the chokepoint for humanoids, data centers, and the next stage of AI infrastructure. As dark factories in China go fully autonomous and the U.S. races to secure materials, the world’s biggest economies are negotiating under the shadow of a new industrial singularity. Meanwhile, markets are flashing stress. From liquidity strains in SOFR and repo markets to the VIX spiking above 29, signs of a system stretched by concentration and leverage are everywhere. Yet earnings remain strong, AI capex is exploding, and semiconductor demand continues to outpace supply. This is not a bubble, it’s a transformation. But that transformation depends on whether China and the U.S. can find common ground before the bottlenecks break. Finally, we look at what comes next: humanoids, recursive self-improvement, and the physical limits of compute. As OpenAI, Tesla, and Google push toward the singularity, the global economy faces a choice, collaboration or fracture. This episode explains why the next phase of AI may hinge on trade negotiations, rare earth access, and the ability to keep liquidity flowing when panic hits. Timestamps: 00:00 – Rare earth battle and China–US tensions 02:30 – Credit fears turn to bank fears 05:00 – Deng Xiaoping’s rare earth warning and export controls 08:00 – Dark factories and humanoid race in China 10:30 – Semiconductors lead the AI rally 13:00 – Liquidity panic: SOFR spreads and repo stress 16:00 – Earnings strength and PMI outlook 20:30 – Applied Digital, TSMC, and the AI CapEx boom 23:00 – OpenAI’s capacity overhang and recursive self-improvement 29:00 – The inference super-cycle and memory demand 35:00 – State-level AI regulation and shareholder incentives 40:00 – Humanoids, longevity, and the approach of the singularity 43:00 – Bitcoin, crypto cycle, and AI productivity 45:00 – Why people still think Musk, Bitcoin, and AI are scams 46:00 – John von Neumann, acceleration, and the true meaning of the singularity