On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, gives her views on what these tariffs could mean for China's long-term outlook. Plus - Stuart Thomas, Founding Partner and Principal at Precidian Investments, shares how investors could stand to benefit from tariff-driven dollar strength.