Trump's Dangerous Strategy of Obsessing Over Canada and Greenland Even at the Cost of Abandoning Alliances: 'Countries Preparing for a World Without the US' | Dr. Cho Han-beom, Distinguished Research Fellow, Unification Research Institute

동맹을 버리면서 까지, 캐나다·그린란드에 집착하는 트럼프의 위험한 전략 "미국 없는 세계를 준비하는 나라들"ㅣ통일연구원 석좌 조한범 박사
Watch on YouTube ↗  |  February 02, 2026 at 08:30  |  32:28  |  815 Money Talk (815머니톡)
Speakers
Cho Han-bum — Senior Research Fellow, Korea Institute for National Unification

Summary

Dr. Cho Han-beom, a distinguished research fellow at the Unification Research Institute, argues that the Trump administration's Western Hemisphere strategy is abandoning global alliances and pushing the world into a leaderless no-polar era. He describes Greenland and Canada as strategic targets for Trump, discusses NATO fragmentation, and outlines crises in security, economy, and politics. He also highlights investment-relevant implications such as AI-driven nuclear power demand, humanoid robot mass production, geopolitical risk to US Treasuries, and Korean defense export opportunities.

  • Trump's strategy shifts from global hegemony to a Western Hemisphere focus, pressuring Canada, Greenland, and NATO.
  • The speaker sees the world entering a no-polar era with crises in security, economy, and politics.
  • AI is described as electricity-intensive, leading to a nuclear power renaissance.
  • Humanoid robots are expected to be mass-produced by Musk next year, affecting labor markets.
  • US Treasuries are a geopolitical risk because Europe holds a large share and could sell in a conflict.
  • Korea is portrayed as having strong defense, economic, and cultural capabilities, with defense exports as an opportunity.
  • The speaker rejects the idea that Trumpism is simple multipolarity, calling it a leaderless no-polar era.
  • The interview promotes Cho's book on Korea's survival scenario in the no-polar era.
Ideas
Cho Han-bum Senior Research Fellow, Korea Institute for National Unification 8:31
Korea defense exports gain from self-defense.
The new US defense strategy tells Korea to defend itself with only limited US support, while praising Korea's strong military and defense industry. Korea is competing with Germany for Canada's 60 trillion won submarine project and the US has asked Korea to build ships, creating a developing opportunity in Korean defense and shipbuilding exports.
Cho Han-bum Senior Research Fellow, Korea Institute for National Unification 15:09
US Treasuries face geopolitical selloff risk.
During the Greenland conflict, Denmark threatened to sell US Treasuries, which surprised the US because Europe holds about 40% of US Treasuries. If China joined a coordinated selloff, the US economy could be destabilized, making US Treasuries a geopolitical risk asset to monitor.
Cho Han-bum Senior Research Fellow, Korea Institute for National Unification 23:08
AI and robots converge into humanoids.
AI will handle judgment while robots do the work, combining into humanoid robots. Musk plans to mass-produce humanoids starting next year, which will let economic volume grow while employment falls, making humanoid robotics a key developing theme.
Cho Han-bum Senior Research Fellow, Korea Institute for National Unification 27:57
AI power demand makes nuclear inevitable.
In the AI era, electricity demand explodes and AI is an electricity-eating monster. Renewable and fossil energy cannot meet the demand, so despite the worst nuclear accidents (Chernobyl, Three Mile Island, Fukushima), nuclear power is the only answer and a nuclear renaissance is coming.
Up Next

This 815 Money Talk (815머니톡) video, published February 02, 2026, features Cho Han-bum discussing Korean defense/shipbuilding, TLT, Humanoid robots, URA. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cho Han-bum  · Tickers: Korean defense/shipbuilding, TLT, Humanoid robots, URA