Podcasts about trade policy

Trade policy uncertainty continues to weigh on the US dollar, with even the euro gaining against the dollar despite last week's rate cut by the ECB. Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth looks at how currencies are taking their cue from growth trajectories, rather than interest rate differentials. Investec Focus Radio SA

There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In this special edition episode, Michael LeBlanc and Steve Dennis address the unprecedented challenges facing retailers with Steve's "10 Tantalizing Tips for Tumultuous Times." Steve rates current market turbulence at a 9 out of 10, comparing it to COVID-era disruption but noting the added complexity of legal uncertainties around tariff policies.The news segment covers significant retail developments, starting with ongoing tariff turmoil. A U.S. court ruled Trump's tariff policies illegal, creating additional uncertainty for retailers already struggling with implementation. Steve explains how this legal challenge, combined with the administration's failure to secure the promised "90 deals in 90 days," has intensified market turbulence.Earnings season revealed stark contrasts in retail performance. While Abercrombie & Fitch, Costco, and Dick's Sporting Goods posted strong results, Target's struggles were particularly alarming—down nearly 4% compared to Walmart's 4-5% growth, highlighting a major and continuing performance gap between direct competitors. Department stores including Macy's, Dillards, and Kohl's continued their downward trajectory, with most posting negative comps. The episode also covers Hudson's Bay Company's final closure in Canada, with Canadian Tire acquiring the historic brand's IP for $30 million.The second segment focuses on ten essential tactics for survival and growth. The first foundational tips emphasize radical commitment to reality and transparency, urging retailers to honestly assess their situation and act accordingly. Steve advocates for embracing uncertainty and building agility into operations, followed by maintaining innovation through continuous testing despite budget pressures.Customer-focused strategies include choosing your passionate core of fans (inspired by Seth Godin's work), being human-centered while digitally enabled, and prioritizing storytelling over purely functional benefits. Steve emphasizes that people buy a brand's story before they buy the product.Strategic excellence tips include "editing to amplify"—narrowing customer and offering focus to boost signal amid market noise—and conducting comprehensive friction audits of the customer journey. The hosts stress distinguishing between table stakes (necessary but non-differentiating capabilities) and true differentiators that create competitive advantage.The final tip, "cash is king," proves particularly relevant given tariff impacts on cash flow. Throughout the discussion, the hosts acknowledge that guidance must be tailored to individual circumstances—strategies for Walmart differ significantly from those needed by smaller specialty retailers. The episode serves as both a reality check and practical roadmap for retailers navigating what Steve describes as an era of unprecedented uncertainty, volatility, and competitive pressure where strong players are aggressively pursuing market share opportunities. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Jeffrey Kleintop thinks the OECD is “not finished cutting” its growth expectations for this year. He gives some ideas around timelines for trade deals, noting that the way the Trump administration and China look at trade are very different, which will likely drag negotiations out even further. He's watching shipping data and waiting for China shipments to the U.S. to rise again. “It's very expensive to realign these things,” he adds. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Trade policy uncertainty remains elevated, with US President Donald Trump responding to a court setback with the doubling of tariffs on steel and aluminium. Chinese trade talks appear to have stalled, while the US may retaliate with a tax on foreign owners of US securities, who come from countries deemed to unfairly tax US businesses. Listen to the weekly market round-up from the Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth. Investec Focus Radio SA

The S&P 500 is up modestly as Nvidia shares rally post-earnings. But the gains are somewhat muted, with investors cautious following a salvo of judicial developments surrounding President Trump's trade tariffs. We'll tell you all you need to know.

Charles says the main goal of the Trump tariffs was never that complex: we want to see truly free trade. But as foreign holdings of U.S. treasuries topped $9 trillion in March, some vulnerabilities for U.S. debt have been revealed. Macromavens founder and president Stephanie Pomboy joins Charles to discuss the troubling trend of foreign markets dumping U.S. treasuries and the need for a plan to incentivize Americans to buy more U.S. treasury bonds. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The UK and EU have reached a deal, in what Downing Street hopes will be a reset with Brussels after Brexit. But with negotiations coming down to the wire and fishing yet again a sticking point, how much has changed? Pippa Crerar and Kiran Stacey look at how the talks unfolded and how the politics around the new deal could play out. Help support our independent journalism at theguardian.com/politicspod

Treasury Secretary Bessent seemed to acknowledge Sunday that President Trump’s tariffs may lead to some prices going up, but downplayed fears that it would fuel inflation. This past week, a closely watched measure of consumer sentiment slid to a near-record low, largely on concerns about trade policy. Personal finance expert Erin Lowry joins Ali Rogin to discuss. PBS News is supported by - https://www.pbs.org/newshour/about/funders

Growers are hoping the recent rollout of a new U.S. trade deal with the United Kingdom is a sign of things to come. The agreement is the first trade pact with a new trading partner since 2012. And amid tariff uncertainty and unsettled markets, the presidential administration is signaling its desire to make trade deals with new countries a top priority. In particular, discussions are ongoing to open up new markets for corn in India and Vietnam, representing a potentially huge boost for the American corn industry. So in this episode of the Cobcast, we're talking to two top experts on international trade: Andrew Brandt, the Director of Trade Policy at the U.S. Grains Council; and Nancy Martinez, the Director of Public Policy, Trade and Biotechnology at the National Corn Growers Association. Together, we'll answer many of the distinct trade questions on growers' minds at this moment, like what are some other possible destinations for corn exports? What could potential deals look like with these new countries? And what does it all mean for folks who are just getting a crop in the ground?

What are tariffs really used for? For economic protection? For political gain? For enforcing foreign policy? In this interview, I discuss the following with my guest scholar: ►Why James Madison foresaw tariffs as an inevitable source of conflict? ►In U.S. history, did Americans ever complain that tariffs are really a tax on the people? ►What was the first instance in which tariffs were used as a foreign policy tool? ►What is the Tariff of Abominations? ►How did tariffs backfire on Southern politicians? ►How are tariffs and secession movements related? ►Were tariffs part of Civil War's history? ►What powers did Congress grants to FDR over tariffs? ►What part of U.S. history does Pres. Trump point to as justification for his tariff policy? ►What was Pres. Reagan's tariff policy? ►How is tariff policy with the USSR different than our tariff policy toward China?

In this episode of The P.A.S. Report, Professor Nick Giordano exposes the bipartisan failures that have left America weakened through failed trade agreements and an infrastructure in shambles despite trillions spent. From FAA radar blackouts and floppy disk-era technology to lopsided trade deals and slush funds, it's clear the political class is more interested in serving special interests than fixing what's broken. As politicians transferred billions of dollars overseas to build 21st-century airports, roads, and walls to protect foreign nations, our own skies remain unsafe and they have allowed our border to remain wide open. This episode breaks it all down with sharp analysis, real numbers, and unapologetic truth. Episode Highlights: Trump – Starmer trade agreement signals a shift toward rebalancing decades of failed global economic policies. The shocking state of FAA infrastructure: radar outages, copper wires, and eBay-sourced parts. Remember, former President Biden's $1.2 trillion infrastructure bill? Where the money really went, and why most of it had nothing to do with infrastructure.

Pippa Crerar and Kiran Stacey discuss the government's plans to drastically reduce net migration. Will it work? And how will it land with the public and the Labour party?. Help support our independent journalism at theguardian.com/politicspod

In this episode, Crowell's hosts Agustin Orozco and Jason Crawford speak with Crowell attorneys Simeon Yerokun and Katherine Quinn about DOJ's plan to aggressively use the FCA against illegal foreign trade practices. This episode includes discussion of common areas of FCA enforcement in cases involving allegations of customs fraud, and the hosts address steps that importers can take to mitigate risks. "Let's Talk FCA" is Crowell & Moring's podcast covering the latest developments with the False Claims Act.

As the Trump administration heads into a weekend of trade talks with Chinese officials, the President is floating a new tariff rate on Chinese imports: 80%. While it's much lower than the current tariff rate of 145%, it's still far too high for many businesses. We'll get into it. And, a recent legal win for Epic Games could shake up Apple's App Store. Plus, we'll weigh in on mass producing orchids and going cashless during a round of Half Full/Half Empty!Here's everything we talked about today:"DOJ, FTC open inquiry into the concert industry" from The L.A. Times "Fortnite applies to launch on Apple's App Store after Epic Games court win" from CNBC "How Apple Created a Legal Mess When It Skirted Judge's Ruling" from The New York Times "Ahead of China-US talks, Trump says 80% tariff 'seems right'" from Reuters"Revenge RTO: Workers are coming in late, leaving early and stealing snacks as they find small ways to get back at their bosses" from Fortune"Trump Revives Push for Higher Taxes on the Rich" from The New York Times"How the Exotic Orchid Became a Mass-Market Commodity" from The Wall Street Journal "The drawbacks of an increasingly cashless society" from MarketplaceStand up for Marketplace and public media during this critical time. Donate today: https://support.marketplace.org/smart-sn

As the Trump administration heads into a weekend of trade talks with Chinese officials, the President is floating a new tariff rate on Chinese imports: 80%. While it's much lower than the current tariff rate of 145%, it's still far too high for many businesses. We'll get into it. And, a recent legal win for Epic Games could shake up Apple's App Store. Plus, we'll weigh in on mass producing orchids and going cashless during a round of Half Full/Half Empty!Here's everything we talked about today:"DOJ, FTC open inquiry into the concert industry" from The L.A. Times "Fortnite applies to launch on Apple's App Store after Epic Games court win" from CNBC "How Apple Created a Legal Mess When It Skirted Judge's Ruling" from The New York Times "Ahead of China-US talks, Trump says 80% tariff 'seems right'" from Reuters"Revenge RTO: Workers are coming in late, leaving early and stealing snacks as they find small ways to get back at their bosses" from Fortune"Trump Revives Push for Higher Taxes on the Rich" from The New York Times"How the Exotic Orchid Became a Mass-Market Commodity" from The Wall Street Journal "The drawbacks of an increasingly cashless society" from MarketplaceStand up for Marketplace and public media during this critical time. Donate today: https://support.marketplace.org/smart-sn

How do small businesses and entrepreneurs thrive when global policies and economic shifts threaten stability? This episode of The Angel Next Door Podcast explores that question with Congressman Gabe Amo of Rhode Island, whose life story as the son of West African immigrants and career in both state and federal government uniquely position him to address these challenges.Congressman Amo shares his journey from growing up in Rhode Island's vibrant immigrant and entrepreneurial community to his current work in Congress advocating for small business interests. He discusses the realities faced by local businesses, the impacts of tariffs and policy uncertainty, and the ongoing debates around tax reform and innovation incentives.Tune in for thoughtful insights on the intersection of government, entrepreneurship, and economic growth. Congressman Amo's perspective and actionable advice make this episode a must-listen for anyone passionate about supporting small businesses and driving innovation in ever-changing times. To get the latest from Congressman Amo, you can follow him below!https://amo.house.gov/https://www.linkedin.com/in/gabeamo/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Episode 4467: Media Continues To Lie About Trade Policy; Reshoring Manufacturing And Rebuild Our Economy

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.  Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected environment. He examines what a “Galactic Mean Reversion” means for equities, how U.S. consumer and bank strength is challenging recession narratives and how investors can prepare for what may come next.  “The thing to remember is that pockets of dislocation and uncertainty are often where you find your best investment opportunities.” –Troy A. GayeskiResources:The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins Domestic resilience in vogue amid selloffHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Tariffs on Monday, none on Tuesday? Welcome to the new reality for Mexican manufacturers navigating the unpredictable trade landscape after recent political changes. In this conversation with Jorge Quijano, Head of Sales for Repstronics at APEX 2025, we dive into the real challenges facing companies operating south of the border—and the innovative strategies they're employing to stay competitive despite the chaos.Jorge paints a vivid picture of manufacturers literally rushing to build products over weekends and ship on Mondays, only to halt operations when tariffs suddenly shift again. Despite this turbulence, forward-thinking companies are positioning themselves for long-term success. "The companies that are really preparing for that moment are the ones that are going to be stronger," Jorge explains.The conversation expands beyond tariffs to explore how uncertainty is reshaping investment strategies. Rather than traditional equipment purchases, Repstronics now offers creative alternatives like leasing and rental options that convert CapEx to OpEx. Meanwhile, manufacturers are turning inward, focusing on automation to address persistent workforce challenges and exploring AI implementation—though often without fully understanding what they're asking for. As Jorge notes, "Sometimes we get a request that hey, we need to implement AI, but they don't have an idea of what it is." This mirrors the Industry 4.0 hype cycle that preceded it, though AI may finally help companies properly leverage the data they've been collecting for years.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

00:00 Intro01:12 ‘America 1st Trade Policy' Targets China's Unfair Practices05:13 100-Day Review: ‘Peace Through Strength'08:17 GOP to Start Crafting Big Budget Bill10:35 US Eases Regulations on Domestic Self-Driving Cars12:21 Transportation Sec. Duffy Urges US Shipbuilding Push12:54 Trump Requiring Colleges to Disclose Foreign Funds20:18 US Seeks Extradition: 2 Agents Working on CCP's Behalf21:44 Japan, Philippines Prepare to Boost Defense Alliance

Africa Melane speaks to Michael Power, a consultant to Ninety-One, about the growing fears of a global recession in 2025. Based on a new Reuters poll, Power unpacks how former U.S. President Donald Trump’s sweeping tariffs, especially the 145% duties on Chinese imports, have shaken global investor confidence and triggered widespread economic downgrades. Follow us on:CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

In today's episode, Kip breaks down a strong turnaround in the markets, highlighting a broad-based rally that reversed the previous day's losses. Kip dives deep into what's driving these moves—including eye-opening market internals, the latest action in stocks, and key technical signals he's watching for signs of a genuine recovery versus just another bear market rally. Tune into today's podcast to learn more. 

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

The magnitude of the U.S. administration's “Liberation Day” tariffs surely caught investors off guard. How did markets react to the news? Will U.S. trade policy reshape global trade dynamics? Join our Co-Chief Investment Strategists Kevin Headland and Macan Nia as they discuss the market's strong reaction to President Trump's announcement on April 2. Is this a policy play or part of a deeper structural shift? How will upcoming congressional outreach factor into the evolving economic picture? Stay on top of this rapidly evolving situation—don't miss out on our new podcast episode.

Pushpendra Mehta meets with Craig Jeffery, Managing Partner at Strategic Treasurer, to explore how treasurers can prepare for tariff-induced risks and uncertainties. For further reading, visit the following links: 2025 Tariffs and Treasury: Measuring the impact and navigating uncertainties Five steps to help CFOs and treasurers mitigate the impact of new or higher tariffs

In this episode, portfolio manager, Peter Lampert discusses international equities and the impact of tariffs on portfolio management. He provides insights into how his team has been preparing for potential tariffs since Trump's campaign, explaining that most of their international portfolio companies have limited export exposure to the U.S. and instead operate primarily in domestic markets across various regions. He highlights their strategic decision to exit positions that are heavily dependent on global trade, while maintaining confidence in businesses with resilient management teams capable of navigating economic uncertainty. He also shares personal strategies for maintaining a clear head during market volatility and points out some underappreciated silver linings amid tariff concerns.   Key points from this episode: How the international equity team prepared for tariff risks during Trump's campaign, viewing market reactions in February as too benign given potential economic impacts. Many companies in their international portfolio have minimal direct exposure to U.S. tariffs, with many operating domestic U.S. businesses or serving their local markets, like Compass (UK-based catering company with 60% US revenue). The importance of emotional discipline, especially during market volatility, and having a team structure that promotes rational decision-making. Potential silver linings that may have been overlooked by markets, including Europe's increased investment in defense and infrastructure, and China's opportunity to shift toward more domestic consumption.   Host: Rob Campbell, CFA, Mawer Institutional Portfolio Manager Guest: Peter Lampert, CFA, Mawer Portfolio Manager   This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ 

Today's Post - https://bahnsen.co/43O87az Market Volatility Insights: Analyzing Recent Financial Turbulence and Trade Policy Impacts In this Monday edition of Dividend Cafe, the speaker recaps significant recent market events and provides analysis on the current state of various financial markets, including stocks, bonds, and currencies. The discussion covers the dramatic market reactions to the President's April 2nd announcement on trade policy changes and subsequent tariff suspensions. Notably, the episode highlights the notable market volatility with large up and down swings, considerations of bond market dynamics, and the implications of potential de-leveraging by hedge funds. The episode also touches on recent legislative developments with implications for future budget frameworks and tax policies. Overall, there's an emphasis on the ongoing uncertainty and volatility in financial markets and the economic implications thereof. 00:00 Introduction to Dividend Cafe 00:59 Market Recap: A Rollercoaster Week 04:09 Bond Market Insights 05:11 Historical Market Volatility 07:10 Trade Policy and Market Reactions 13:22 Reconciliation Bill and Market Implications 14:40 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Here are the three big things to know this hour—   Number One— How many millions or billions of dollars have been paid out to people who simply do not deserve the government benefit they are getting paid for? That is something DOGE is continuing to dig into—   Number Two— Mark Zuckerberg will be in a Federal courtroom this morning trying to defend his actions—involving the CCP, Democrats, censorship and more—and praying that his company META is not torn to pieces—   Number Three— Never a dull moment—that's for sure—

In this episode of The A.M. Update, Aaron McIntire delves into the complexities of the current tariff debate, exploring the emotional responses from various political factions, particularly the right. He discusses the uncertainty surrounding the end goals of the tariffs, the implications for retirement savings, and the human trafficking crisis at the border. The conversation also includes insights from economic advisors on trade policy and public opinion regarding tariffs. The episode concludes with a humorous take on McIntire's potential presidential aspirations.    

In this episode, we dive into Trump's tariff exemptions and the impact on tech, explore evolving SPY patterns, and break down the surge in gold prices. We debate gold vs. gold miners, analyze Bitcoin's recent moves, and cover the top 5 stocks in the news. In Coaches Corner, we unpack what's really happening with the U.S. dollar and its reserve currency status. Timestamps: • Tariff Talk – 3:00 • SPY Patterns – 21:45 • Gold vs. Miners – 30:45 • Bitcoin – 38:00 • Top 5 Stocks – 40:00 ($AAPL, $AVGO, $JPM, $STZ, $DAL) • USD Reserve Breakdown – 53:30

In this episode, Derek Thompson (Writer, The Atlantic) delves into the tumultuous nature of Trump's trade policies, especially regarding tariffs, and how they impact American manufacturing and global markets. They discuss the constant changes in policy, the resulting uncertainty for industries like automotive and aerospace, and the mismatch between Trump's ‘madman strategy' and effective industrial policy. The conversation also explores the broader economic consequences, including stock market volatility, housing affordability issues, and the role of government in promoting economic growth and innovation.(00:00) Intro(00:20) Trump's Trade Policy and Its Implications(01:30) The Uncertainty of Tariff Policies(02:12) Impact on American Manufacturing(05:15) Stock Market Reactions(07:00) Debating the Effectiveness of Tariffs(10:02) Wall Street vs. Main Street(18:44) Housing and Healthcare Challenges(34:53) Historical Context of Housing Regulations(41:48) The Reality of Construction Jobs(42:35) The American Dream and Housing Costs(42:57) The 30-Year Mortgage and Its Impact(43:48) Comparing Home Ownership to Stock Market Investments(45:14) Political Reception of the Book 'Abundance'(46:17) Pro-Business Democrats and Government's Role(48:38) The Need for Aggressive Democratic Leaders(51:18) The Importance of Economic Growth(01:01:26) Debating Government's Role in Industrial Policy(01:03:34) Challenges in the Semiconductor Industry(01:13:19) The Housing Problem in New York City(01:15:26) Conclusion and Final ThoughtsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Lots of talk about trade and tariffs lately - but this conversation has a different focus than all the rest. Allysia Finley's op-ed in hte Wall Stret Journal caught Michael's eye this week: "A Good Man for U.S. Manufacturing Is Hard to Find." It circles back to the conversation about how young men's behaviors are changing due to a variety of social factors - and they are not taking these good paying jobs in factories that are open. Michael talks with Finley about the changing workforce. Original air date 11 April 2025.

Global financial markets remain on edge after a rebound from the 90-day pause on US reciprocal tariffs for most countries except China. In this episode, we discuss the path forward for negotiations with US trade partners. We also discuss Europe's changing stance to negotiate rather than retaliate, and the ECB looking set to cut again next week. In Asia, we outline the posture from Beijing, with the Q1 GDP data also on tap.  We end with a special segment with Rob Subbaraman, Head of Global Macro Research, who offers his perspectives on major global questions, including how damaging the ‘tariff shock' could be on global growth, and possible reasons behind the on-going decline in US asset prices. Chapters: US (02:08), Europe (07:30), China (12:25), Rest of Asia (17:48), Tariffs (19:16).  

Trump hits China with 125% tariffs after their 84% retaliation. Richard Werner joins Patrick Bet-David to break down global power dynamics, trade leverage, and whether Trump's bold strategy could reshape the world economy.

#cuttheclutter US President Donald Trump has announced a 90-day pause on reciprocal tariffs unleashed against trading partners barely a week ago, marking a sharp U-turn from his earlier hardline stance. In just 48 hours, the message has flipped from “no negotiations” to “everyone wants a deal”. From accusing both allies and foes of looting America to now calling global markets important, what prompted this sudden change of heart? In episode 1638 of Cut The Clutter, Editor-in-Chief Shekhar Gupta recounts events from the last two days, tracks market reactions, and how rising bond yields and crashing stocks may have promoted this reversal. --------------------------------------------------------------------------------------------- To read FT newsletter by Robert Armstrong: https://www.ft.com/content/c521be94-81b4-4807-94ba-9f0fa422eb6d --------------------------------------------------------------------------------------------- To read Washington Post piece 'MAGA Maoism is spreading through the populist right': https://www.washingtonpost.com/opinions/2025/04/08/maga-maoism-tariffs-trump/ --------------------------------------------------------------------------------------------- To read NYT article on 'From ‘Be Cool!' to ‘Getting Yippy': Inside Trump's Reversal on Tariffs': https://www.nytimes.com/2025/04/09/us/politics/trump-tariff-pause-be-cool.html --------------------------------------------------------------------------------------------- To visit ThePrint Store: https://store.theprint.in/

This episode is presented by Create A Video – Part of Trump's tariff regime includes steep hits to communist China - which has retaliated with large tariffs on America. Subscribe to the podcast at: https://ThePetePod.com/ All the links to Pete's Prep are free: https://patreon.com/petekalinershow Media Bias Check: If you choose to subscribe, get 15% off here! Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com Get exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

Beijing announced a tariff hike on U.S. imports to 84% from 34%, shortly after America's 104% tariffs on Chinese imports kicked in on Wednesday. The EU said it would impose 25% tariffs on a range of U.S. imports in a first round of countermeasures. The 27-member bloc faces U.S. tariffs of 20% on most products and higher duties on autos and steel. Countermeasures in Canada, a close U.S. ally and major trading partner, also took effect on Wednesday.U.S. Trade Representative Jamieson Greer testified on Wednesday before the House Ways and Means Committee on President Donald Trump's 2025 trade policy agenda.

As fears of a global recession continue in the wake of Donald Trump's tariffs, Keir Starmer insists the UK should keep a cool head. But with markets in turmoil and a looming economic crisis, does the prime minister need to be bolder? John Harris asks the Guardian columnist Gaby Hinsliff. Plus, he speaks to Daisy Cooper, deputy leader of the Liberal Democrats, about whether people should ‘buy British' to combat the tariffs. -- Listen to John discuss how music helped him connect with his autistic son on the Today in Focus podcast here: https://www.theguardian.com/news/audio/2025/apr/04/how-the-beatles-helped-my-autistic-son-find-his-voice-podcast --. Help support our independent journalism at theguardian.com/politicspod

The Federal Reserve can blunt the impact of a good deal of politically driven economic mischief. What about the new punitive tariff regime from the President? Jai Kedia suggests that you get your hopes up. Hosted on Acast. See acast.com/privacy for more information.

Will Trump's new tariffs push housing prices even higher? President Trump has declared April 2nd “Liberation Day” for American workers, rolling out sweeping new tariffs designed to protect U.S. industries. But could these trade policies make housing even more expensive? In this episode, Kathy Fettke breaks down the impact of these tariffs on home prices, construction costs, and mortgage rates. With the U.S. already facing a housing shortage, could these changes push more buyers to the sidelines? And what does this mean for real estate investors looking for new opportunities? Tune in to find out how these policies could shape the housing market in 2025 and beyond.  LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine OUR GUEST: Caeli RidgeLinkedIn: https://www.linkedin.com/in/caeliridge/ Website: https://ridgelendinggroup.com/ FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Source: https://www.realtor.com/news/real-estate-news/trump-tariff-liberation-day-housing-costs/ 

What does the bumpy start to the year signal for the coming months? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

This week, Matt and Mark Justice break down the market chaos following the Liberation Day tariffs. From the immediate selloff to China's retaliation and Powell's wait-and-see stance, they cut through the noise and lay out what really matters for traders. - Why did everything sell off together? - What's the real fallout from deficit-based tariffs? - Which headlines should you watch—and which should you ignore? - What does the SPY need to do to rebuild structure? If you're trading in this volatility, this is your roadmap. Real talk, no fluff.

NewsNation Now anchor Connell McShane joins John Williams to talk about President Trump’s tariff announcement earlier this week and how the market and economy is reacting.

The problem with Trump's trade policies is that they can't be viewed in a vacuum. Together with the debt and the failure to solve other problems, there is no broader economic vision. In today's long and in-depth show, I explain when tariffs are appropriate and when not. Most of what ails us is due to other economic and domestic policies, and absent a fix for those problems, higher tariffs will not result in more revenue, more onshoring, and more jobs. I also discuss the balance of trade deficits, onshoring, and tariffs and how they intersect with other policies. We go through five often muddled and conflicting objectives being proffered by Trump administration officials and how each one is built upon a false choice or downright false data. Finally, I discuss why it's indefensible to be hawkish on trade but dovish on foreign labor and weak on debt policy. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Aaron McIntire discusses the implications of President Trump's recent executive order instituting reciprocal tariffs on various countries, the potential economic impact of these tariffs, and the challenges posed by universal injunctions in the judicial system. The conversation also touches on the current state of Congress and the effectiveness of legislative actions under the Trump administration.

After weeks of cosying up to Donald Trump, the UK has still been hit with 10% tariffs on exports to the US, which is bad news for the economy and the public finances. So, how tough could things get for Britain? And how should Keir Starmer's government respond? John Harris asks the former UK ambassador to the US Kim Darroch and the Guardian columnist Polly Toynbee. Send your questions and feedback to politicsweeklyuk@theguardian.com. Help support our independent journalism at theguardian.com/politicspod

Market Update and Economic Insights - March 25 In this episode of Dividend Cafe, hosted by Brian Szytel from West Palm Beach, Florida, the focus is on the recent positive momentum of the S&P 500 and the economic factors influencing the market. Key topics include tariff implementations, consumer confidence reaching a four-year low, steady new home sales, and the relationship between currency and trade policies. The episode emphasizes the interconnectedness of economic factors and the importance of understanding diverse perspectives in financial decision-making. Sitel concludes with a brief Q&A and an overview of current market performance. 00:00 Introduction and Market Overview 00:49 Economic Indicators and Consumer Confidence 02:01 Real Estate Market Update 02:53 Trade Policy and Currency Discussion 05:03 Q&A and Market Wrap-Up 06:09 Conclusion and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This week, thousands of wholesale seafood producers and buyers from around the world gathered in Boston for the Seafood Expo North America. One of the key things on the minds of seafood merchants? Tariffs and navigating the waves of uncertainty in global trade. Plus, we now have a better idea of how Federal Reserve officials think President Trump's tariffs will affect the economy, and we do the numbers on happiness rankings.

This week, thousands of wholesale seafood producers and buyers from around the world gathered in Boston for the Seafood Expo North America. One of the key things on the minds of seafood merchants? Tariffs and navigating the waves of uncertainty in global trade. Plus, we now have a better idea of how Federal Reserve officials think President Trump's tariffs will affect the economy, and we do the numbers on happiness rankings.