Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.
Apr 2025
Trump's tariffs make no sense, and will backfire hard on the US economy
In what he called "Liberation Day", Donald Trump imposed heavy tariffs on countries around the world, falsely claiming they were "reciprocal". In reality, the taxes on imports were based on the US trade deficit with other nations. Ben Norton explains how the Trump administration' ... Show More
37m 58s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Nov 2025
“Is Trump Buying Votes?” - $2,000 Tariff Dividend Debate: Smart Strategy or Political Bribe?
Trump proposes a $2,000 “tariff dividend” for Americans, claiming his trade policies made the U.S. rich again. Patrick Bet-David and the crew debate whether it’s smart economic relief or vote-buying, how tariffs could pay down debt, and why both parties keep growing America’s $37 ... Show More
14m 14s
Feb 2025
Will Tariffs End Trump’s Honeymoon?
After months of promising to impose tariffs on U.S. trading partners, President Donald Trump has made good on his word. On Friday, he announced 10 percent tariffs on China and 25 percent tariffs on Canada and Mexico, though the latter has been delayed by a month. Today on the 538 ... Show More
39m 17s