14th October 2025 – US/China Critical minerals scramble continues, forcing reactive Trump to TACO

MPC Markets Morning Call · Oct 13, 2025 · 17m

In this conversation, the speaker discusses the ongoing tensions between the US and China, particularly regardingcritical minerals and their impact on the market. The discussion highlights the volatility in equity markets, the role of AI in shaping investment strategies, and the importance of critical minerals in the current economic landscape. The speaker emphasizes the need for investors to focus on sectors that are likely to benefit from these dynamics, particularly in mining and commodities.

takeaways

The US-China relationship is affecting market stability.

Equity markets are experiencing…