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)

Sales Down, Pay Up: Inside Tesla’s Strange New Reality!

Sales Down, Pay Up: Inside Tesla’s Strange New Reality!

Tesla’s sales are falling across the globe—from the UK to China to California. So why did the board just hand Elon Musk a $29 billion pay package? In this video, we break down the contradictions at th...

12 Elo 202531min

Is the Global Trading System Breaking Down?

Is the Global Trading System Breaking Down?

In this weeks podcast, we examine the implications of Trump’s latest trade deals —from the one-sided EU deal to politically charged moves against Brazil. Are the deals being structured to exclude Chin...

5 Elo 202525min

Epstein - Follow The Money!

Epstein - Follow The Money!

Jeffrey Epstein was a college dropout with no formal financial training who amassed a fortune worth hundreds of millions of dollars and mingled with presidents and billionaires. Drawing on court recor...

28 Heinä 202536min

The Mirage of Megaprojects: Why the West Keeps Getting Infrastructure Wrong

The Mirage of Megaprojects: Why the West Keeps Getting Infrastructure Wrong

Britain once built world-class infrastructure with speed and purpose—now it plans ideas like a £24 billion extension cords to Morocco that are unlikely to ever work. This video dives into the rise and...

21 Heinä 202519min

How Jane Street Made $4.3 Billion in India—Then Got Banned!

How Jane Street Made $4.3 Billion in India—Then Got Banned!

Jane Street, a prominent quantitative trading firm, has been at the center of controversy in India regarding its options trading activities. The Securities and Exchange Board of India (SEBI), have acc...

15 Heinä 202523min

Bitcoin on the Balance Sheet: Why Companies Are Turning to Crypto as a Treasury Strategy

Bitcoin on the Balance Sheet: Why Companies Are Turning to Crypto as a Treasury Strategy

As Bitcoin surges into the financial mainstream, a growing number of companies — from obscure microcaps to global tech giants — are transforming themselves into crypto-holding entities. This video exp...

9 Heinä 202519min

How Big Tech Is Quietly Taking Over AI (Without Mergers)

How Big Tech Is Quietly Taking Over AI (Without Mergers)

In the race to dominate generative AI, Big Tech firms haven’t just been building, they’ve been buying. But there’s something strange about most of the deals that they have struck. Companies like Meta,...

29 Kesä 202524min

Trader Rates Biggest Wall Street Films

Trader Rates Biggest Wall Street Films

Patrick Boyle, a former Wall Street trader, rates the biggest finance movies like "The Wolf of Wall Street," "The Big Short," "Rogue Trader" and "American Psycho" for realism.Patrick's Books:Statistic...

24 Kesä 202523min

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