In this conversation, Josh and John discuss the significant political and market changes since January 2025, focusing on the implications of the new administration's policies. They explore three potential scenarios regarding government changes and their economic impacts, particularly for expatriates and retirees. The discussion delves into the potential backlash against the administration's changes, the likelihood of partial resistance, and the more extreme scenario of a technocratic order under Elon Musk's influence. The conversation emphasizes the importance of understanding these dynamics for financial planning and the future of social security.

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