#605: When This Trade War Will End with James Check

11/04/2025 1h 8min

Listen "#605: When This Trade War Will End with James Check"

Episode Synopsis

Marty sits down with James Check to discuss the game of chicken being played between the US and China.
James on Twitter: https://x.com/_Checkmatey_
Checkonchain: https://charts.checkonchain.com/
Newsletter: https://newsletter.checkonchain.com/
0:00 - Intro
0:36 - Tariff bomb
6:32 - Recession incoming
9:30 - Fold & Coinkite
11:08 - Yen/dollar devaluation game of chicken
15:33 - Gold and Bitcoin’s price floor
25:02 - Unchained Event
25:27 - Bull case is more likely
34:15 - Thesis meeting reality
43:51 - Bitcoinization of finance
46:59 - Bessent reset
54:26 - Closing monologue
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