Category: TRUMP
-
What the Ship?!
Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses US Tariffs with China and other countries; US Walks Out of IMO Climate Meetings; US, Panama, and CK Hutchinson; US Trade Representatives and Port Fees; and Red Sea.
-
Bean Tariffs
Joanna Kooi from the University of Illinois discusses the ramifications of newly imposed tariffs on soybean trade among the U.S., Brazil, and China, reflecting trade dynamics similar to those during Trump’s initial term. With the U.S. and Brazil making up over 80% of global soybean exports and China being the main importer, Brazil has ramped up its…
-
The Pro Argument
Money & Macro suggests that Trump is demanding a new global order that categorizes countries based on their economic relationship with the U.S. The narrative also highlights Trump’s focus on reindustrializing America to counter the perceived threat of deindustrialization and to strengthen the country’s position against competitors like China. The Bretton Woods system, which linked…
-
Will This Work???
“We’re also at a unique moment geopolitically, and I could see in the next few years that we are going to have to have some kind of a grand global economic reordering, something on the equivalent of a new Bretton Woods or if you want to go back like something back to the steel agreements…
-
“Tariffs are a little like whiskey”
“…too much whiskey under the wrong circumstances will make you drunk as a goat” – Sen. John Kennedy The Trump administration used a declaration of national emergency to implement tariffs. Congress has passed multiple laws explicitly giving the president discretion over tariffs: Feature Tax Tariff Scope Applies to domestic individuals and businesses Applies to international…
-
The Man Behind the Curtain
Howard Lutnick, close friend of Donald Trump, current Secretary of Commerce, and former CEO of Cantor Fitzgerald discusses strategic initiatives aimed at budget management, emphasizing the potential for significant federal spending cuts and improvements in efficiency, such as leveraging existing resources and addressing government fraud. Through anecdotes involving high-profile figures like Elon Musk, Lutnick presents…
-
Trump, Tariffs, and Tesla
Professor Damodaran discusses the intricate relationship between politics and investing in the context of globalization , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political…
-
And, This Is What We’ve Come To…
Presented without comment.
-
Nietzsche on Power
Possibly more predictive and instructive than all modern economic texts. Definitely a frame for understanding personalities like Putin, Xi, and Trump, Nietzsche and the Truth About Power” investigates the dynamics of power and morality by contrasting individuals who succeed through integrity with those who manipulate and exploit others. It draws on Nietzsche’s philosophy , particularly the concepts…
-
The Big Short Panel in 2025
The Big Short panel discusses the dynamics of America’s housing market and draws parallels with the events depicted in “The Big Short,” referencing a significant trade amounting to $1.3 billion. The conversation touches on the recent fluctuations in the stock market, particularly in relation to tech stocks and AI, questioning the sustainability of current valuations…