ЛИПСИЦ: "Последствия будут": cделка Путина и Трампа, КОЗЫРИ, падение рубля, КАКОЙ ВЫХОД

00:00 – Igor Lipsić greets the audience. 00:04 – He questions the logic behind Trump's tariff strategy. 01:33 – He explores the long‑term effects of Trump's actions. 05:46 – He considers whether Musk's monetary spending could be an effective tool. 07:45 – He discusses how the narrative around rare earths is inflated. 11:54 – He asks why Trump is swayed by unverified claims about minerals. 13:20 – He speculates what Trump could offer to Putin. 16:17 – He wonders if Putin could accept a cease‑fire proposal. 17:44 – He asks about the expected budget deficit in Russia by year‑end. 21:17 – He questions whether there is a limit to the ruble’s decline. 25:07 – He examines the state of import substitution. 28:50 – He asks why Russia failed in micro‑electronics. 34:09 – He asks if Putin is returning the country to Soviet times. 35:45 – He asks whether Russia has an exit strategy. 39:40 – He discusses the acquisition of the Nord Stream pipeline by Americans. 41:08 – He asks if it is profitable for Putin to strike a deal with Trump given the threat to the defense industry. 43:42 – He asks about the situation with Rosatom. 45:26 – He asks whether Russia has lost its space advantage economically. 49:24 – He asks what the near‑term economic outlook will be.