In Episode 91, the focus is on significant developments in U.S. policy and international relations. The episode begins with an analysis of President Trump's announcement of a $100 billion investment in TSMC, exploring its potential implications for the semiconductor industry and U.S. technological competitiveness. The discussion then shifts to a notable shift in Trump's foreign policy towards Russia and Ukraine, examining the potential impacts on international diplomacy and security. The episode also covers the consideration of new tariffs on imports from Mexico and Canada, assessing the possible effects on trade relations and the economy.

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