ЛИПСИЦ: "Последствия будут чудовищные". Сделка Путина и Трампа, КОЗЫРИ, падение рубля, КАКОЙ ВЫХОД

00:00 – Igor Lipsić introduces the discussion. 00:04 – He examines the logic behind Trump’s tariff game. 01:33 – He considers the long‑term effects of Trump’s actions. 05:46 – He discusses whether Musk’s monetary spending could be effective. 07:45 – He evaluates how the narrative around rare earths is inflated. 11:54 – He questions why Trump relies on unverified mineral claims. 13:20 – He explores what Trump could offer to Putin. 16:17 – He asks whether Putin could accept a ceasefire. 17:44 – He discusses the expected budget deficit in Russia by year‑end. 21:17 – He examines limits to the ruble’s decline. 25:07 – He looks at import substitution. 28:50 – He explains why Russia failed in microelectronics. 34:09 – He asks whether Putin is returning the country to Soviet times. 35:45 – He considers Russia’s options. 39:40 – He discusses the acquisition of Nord Stream pipelines by Americans. 41:08 – He evaluates whether a deal with Trump is profitable for Putin given the threat to the defense industry. 43:42 – He discusses Rosatom. 45:26 – He asks whether Russia has lost space from an economic perspective. 49:24 – He looks at future economic prospects.