Jun 4, 2026 · 25 min · 7 segments
America faces coordinated economic warfare abroad and self-inflicted vulnerabilities at home — from supply chain choke points and IP theft to soaring debt, ESG mandates, and the threat of programmable…
I've been reporting on this exact intersection of national security and capital markets for many years now.
Episode after episode, guest after guest, deep dive after deep dive, the evidence, the patterns, the real world impacts, and the strategic intent have become overwhelmingly clear.
This is documented reality playing out in markets, in boardrooms, in government halls, and in your daily life.
Let me break it down for you clearly and methodically, starting with the foreign threats that are coming against us from determined adversaries.
China controls roughly 60 to 70% of global mining production and up to 90% or more of the processing and refining capacity for these vital elements.
They go into your smartphone, your electric vehicle batteries, wind turbines, medical equipment, and crucially into our most advanced defense systems like F-35 fighter jets and precision guided missiles.
While they restrict our ability to develop and mine our own domestic sources here in America, they use this dominance as leverage, pure energy and technology warfare designed to keep us dependent and vulnerable.
They manipulate their currency, the yuan, to keep their exports artificially cheap.
This is predatory trade policy that has flooded our markets with subsidized steel, solar panels, electronics, and consumer goods, destroying entire American industries and costing millions of good paying manufacturing jobs over the past few decades.
towns and communities hollowed out, families forced into lower wage service jobs or worse.
We're talking thousands upon thousands of attacks every single day targeting our companies, our critical infrastructure, our power grids, water systems, financial networks, and government agencies.
It's reconnaissance and preparation for potential large-scale disruption when the time is right.
I've been reporting on this exact intersection of national security and capital markets for many years now.
Episode after episode, guest after guest, deep dive after deep dive, the evidence, the patterns, the real world impacts, and the strategic intent have become overwhelmingly clear.
This is documented reality playing out in markets, in boardrooms, in government halls, and in your daily life.
Let me break it down for you clearly and methodically, starting with the foreign threats that are coming against us from determined adversaries.
China controls roughly 60 to 70% of global mining production and up to 90% or more of the processing and refining capacity for these vital elements.
They go into your smartphone, your electric vehicle batteries, wind turbines, medical equipment, and crucially into our most advanced defense systems like F-35 fighter jets and precision guided missiles.
While they restrict our ability to develop and mine our own domestic sources here in America, they use this dominance as leverage, pure energy and technology warfare designed to keep us dependent and vulnerable.
They manipulate their currency, the yuan, to keep their exports artificially cheap.
This is predatory trade policy that has flooded our markets with subsidized steel, solar panels, electronics, and consumer goods, destroying entire American industries and costing millions of good paying manufacturing jobs over the past few decades.
towns and communities hollowed out, families forced into lower wage service jobs or worse.
We're talking thousands upon thousands of attacks every single day targeting our companies, our critical infrastructure, our power grids, water systems, financial networks, and government agencies.
It's reconnaissance and preparation for potential large-scale disruption when the time is right.
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