15% to the Treasury: Trump’s Nvidia Export Kickback!

15% to the Treasury: Trump’s Nvidia Export Kickback!

In weeks podcast, we unpack Donald Trump’s controversial deal with Nvidia and AMD — a 15% revenue-sharing arrangement that allows U.S. AI chips to be exported to China.

Is this a clever geopolitical strategy or a dangerous precedent that monetizes national security?

We explore:How the deal was brokered and what it means for U.S. trade policyLegal and constitutional concerns surrounding export controlsStrategic risks of enabling China’s AI developmentComparisons to China’s rare earth leverage and Xi Jinping’s CEO controlThe broader pattern of Trump’s executive interference in private enterpriseFeaturing analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.

Patrick's Books:

Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠

Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠

Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠


Ways To Support The Channel:

Patreon: ⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠

Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle


Jaksot(298)

AI and the Death of the Career Ladder

AI and the Death of the Career Ladder

For decades, a university degree was the golden ticket to a stable career and upward mobility. That promise is breaking down. Graduate unemployment is rising, entry-level jobs are disappearing, and au...

1 Joulu 202522min

Does OpenAI expect a Government Bailout?

Does OpenAI expect a Government Bailout?

OpenAI has signed $1.4 trillion in infrastructure commitments, but how do they plan to pay for it? Are government subsidies and taxpayer-backed guarantees the next step? In this video, we dive into th...

25 Marras 202524min

Trump’s 50-Year Mortgage Plan: What You MUST Know!

Trump’s 50-Year Mortgage Plan: What You MUST Know!

Is Trump’s 50-Year Mortgage Plan the answer to America’s housing affordability crisis—or a financial trap? In this video, we break down the economics, politics, and history behind ultra-long mortgages...

16 Marras 202520min

Elon Musk's Anti Woke Encyclopedia

Elon Musk's Anti Woke Encyclopedia

Elon Musk says his new online encyclopedia Grokipedia will fix Wikipedia’s flaws by replacing human editors with AI. But can a chatbot really deliver “the whole truth and nothing but the truth” as he ...

10 Marras 202530min

China’s Rare Earth Chokehold!

China’s Rare Earth Chokehold!

In this video, we explore how China’s dominance in rare earth elements has become a powerful geopolitical tool—and why the United States is struggling to catch up. From the Mountain Pass mine in Calif...

3 Marras 202527min

Is AI’s Circular Financing Inflating a Bubble?

Is AI’s Circular Financing Inflating a Bubble?

The AI boom isn’t just about algorithms — it’s about money, power, and a race to build infrastructure on a scale we’ve never seen before. In this weeks podcast, we break down the circular deals betwee...

26 Loka 202524min

Private Equity’s Quiet Crisis!

Private Equity’s Quiet Crisis!

Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we e...

19 Loka 202523min

The Chainsaw Stalls: Can Milei Cut Through Argentina’s Currency Collapse?

The Chainsaw Stalls: Can Milei Cut Through Argentina’s Currency Collapse?

Argentina’s economy is in crisis—again. President Javier Milei’s reforms slashed inflation and balanced the budget, but now the peso is under siege. In this video, we unpack the $20 billion U.S. bailo...

12 Loka 202516min

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