Joining us is Lawrence Lequeur, financial consultants and writer of the macro butler.

Welcome to Geopolitics and Empire, Lauren.

That's my pleasure to be on your show.

Thanks for joining your politics.

Yeah, thanks for coming on.

I discovered you recently on Substack.

You're on X.

You're on LinkedIn, YouTube.

And if you want to tell us a bit about the work that you're doing with Macro Butler.

Well, the Macro Butler substack look at the world through the lens of the business cycle.

So what we try to do at the Mac butler and by writing the substack is to give a view of the global

business cycle and help investors and people to understand how they should position their

portfolio in the current environment.

As well, we are looking at geopolitics because we think that geopolitics and finance are interlinked

and move together.

And we are big believer in cycles, meaning that we also look at the war cycle, because here

once again, war cycle and business cycle move together in general.

Yeah, and I definitely have questions on that, and anything you want to add about your background.

I think you have a long history, yes, in financial consulting and so forth. Well, I've been working in financial markets for around 27 years, so I'm

originally from Belgium, then moved to Singapore around 12 years ago, and I launched the Mac butler and my independent financial consultant service almost one and a half years ago. Okay, very good. And I think I'll start with the big question of the day to get your thoughts. I know you've been writing about it. The tariffs, what's your thought as to, you know, the macro, the big

picture, what's going on with America's tariffs and this economic war against the rest of the

world? Well, I would think that we have to take a step back. So if we look what happened since World War II,

...