Arnaud Bertrand on Changing World Order: U.S. vs China, Gold, Bitcoin & Dollar Hegemony

Natalie Brunell is joined by Arnaud Bertrand, a French entrepreneur and geopolitical analyst who founded HouseTrip (which he sold to TripAdvisor in 2015) and Me & Qi. Arnaud is also a writer and commentator on China, a country he is passionate about and lived in for 8 years.

We discuss:
- How a multipolar world is replacing U.S. unipolar dominance
- Why rare earths and energy give China significant leverage
- The challenges of re-industrializing America vs. Europe’s energy crisis
- The future of the dollar, gold and Bitcoin
- AI, productivity, inequality and how ordinary people can protect themselves

Follow Arnaud Bertrand on X https://x.com/RnaudBertrand

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IN THIS COIN STORIES EPISODE
00:00 China rises to technological parity with the West
3:18 What China really wants: the “heart of the system”
8:01 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR)
9:40 China buying gold
11:05 Rare earth dominance and America’s vulnerability
14:49 China vs. U.S. productivity gap
17:36 AI, jobs & why tech hasn’t boosted productivity
26:16 Elon Musk "Work will be optional"
27:08 Energy reality
31:22 Nexperia chip saga
37:06 U.S. vs. China leverage
38:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy
39:55 Can we avoid war with China?
41:59 Gold, Bitcoin & Arnaud’s diversified portfolio
51:08 Inequality, housing costs & social instability
53:56 Trump’s strengths, blind spots & the West’s China problem

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Me & Qi https://www.meandqi.com/

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

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