Why the global financial system almost collapsed when tariffs were announced, Part II.

The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.

https://fortune.com/2025/04/20/bond-market-chaos-hedge-funds-world-shadow-banks-regulation/ // Fortune article is behind a paywall. I saw this headline the other day that some folks shared on social media: "Hedge funds are the new ‘shadow banks’—and some are worried they pose a systemic threat to financial stability." In my head, I found the headline utterly stupid, primarily because anything outside traditional banking … Continue reading The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT. →

Part 2: ChatGPT’s Breakdown of Mar-ar-Largo Accord, Trump’s Tariffs. Continued Discussion from Chamath’s take on the FRAGRANT Podcast.

User: What's the Mar-a-Lago Accord? ChatGPT: The Mar-a-Lago Accord is a proposed economic strategy developed under the Trump administration, aimed at resetting global trade and finance. With key support from Vice-President J.D. Vance, Treasury Secretary Scott Bessent, and Stephen Miran from the Council of Economic Advisers, the plan addresses the issue of the strong US … Continue reading Part 2: ChatGPT’s Breakdown of Mar-ar-Largo Accord, Trump’s Tariffs. Continued Discussion from Chamath’s take on the FRAGRANT Podcast. →

ChatGPT’s Breakdown of Chamath Palihapitiya interview on the FLAGRANT podcast.

Prefix I fed the superior thinking AI machine (ChatGPT) a full transcript, albeit in chunks, to digest and interrogate in depth the claims Chamath Palihapitiya made on the Flagrant podcast concerning the recent President Trump tariff debacle. I've already seen many other perspectives by pundits, but this one was different and stood out because it … Continue reading ChatGPT’s Breakdown of Chamath Palihapitiya interview on the FLAGRANT podcast. →

Overview of an article on Game Theory and tariffs by ChatGPT 4o, and generating a new paper with 4.5.

Article I read a well-written article that I highly recommend that applies Game Theory to the U.S. tariffs and trade wars, especially with Donald Trump's recent geopolitical moves into a more protectionist agenda to make America Great Again. His obsession with the Gilded Age protectionism played a large factor in his actions. Me: [custom summary … Continue reading Overview of an article on Game Theory and tariffs by ChatGPT 4o, and generating a new paper with 4.5. →