The Macro Butler sat down with Steve Yang of Natural Resource Stocks to crack open the Venezuelan Pandora’s box—Fortress America, ripple effects in the Taiwan Strait, and what all this geopolitical theatre really means for your portfolio (it’s not just noise).

So pour yourself a properly overpriced coffee ☕️, get comfortable, and prepare for a calm but unsettling upgrade to your worldview.

https://themacrobutler.substack.com/p/interview-with-natural-resource-stocks-6e5