The Impact of Tariffs on North America’s...

Burcu Esmer, Senior Lecturer in Finance at the Wharton School and Co-Director of the Harris Family Alternative Investment Program, joins to discuss Electronic Arts’ proposed $55 billion acquisition involving Silver Lake, Affinity Partners, and the Saudi Public Investment Fund—exp ... Show More

David Zaring, Wharton Professor of Legal Studies and Business Ethics, explores the legal complexities, historical precedents, and potential reforms shaping the Federal Reserve’s independence as tensions grow between central bank autonomy and presidential authority. Hosted on Acas ... Show More

Stefano Puntoni, Wharton Marketing Professor and Co-Director of Wharton Human AI Research, explores the latest developments in artificial intelligence, including massive vertical integration deals, high-profile copyright settlements, and new frontiers in synthetic data that are t ... Show More

S&P Global Platts price reporters Mujidah Yahaya and Andre Mikhail join host Vincent Valk to discuss the impact and implications of the Trump administration's drastic new tariffs on the petrochemicals sector. Topics include the impact of rolling uncertainty on markets, the potent ... Show More

President Trump’s 25% tariffs on goods from Mexico and Canada took effect first thing Tuesday. The American auto industry will be hit hard by these tariffs since many parts and materials come from Mexico and Canada. WSJ’s Mike Colias and a U.S. a uto parts supplier talk about the ... Show More

Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and t ... Show More

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More

This week, we revisit two stories we brought you over the past year and discuss what has changed since then. How has trade between the US and Mexico shifted since President Donald Trump took office, and where do Canadian auto parts fit into the trade spat between the North Americ ... Show More

Jan 30, 2025 – Alex Stevens from the Institute for Energy Research delves into the potential impacts of proposed 25% tariffs on oil imports from Canada and Mexico. Could these tariffs lead to immediate changes in the energy sector and... 

As President-elect Donald Trump lays out his plan for increasing tariffs on goods made in China and Mexico, some U.S. businesses are stockpiling. Small business owner Jason Junod explains what he thinks the impacts of the proposed tariffs will be, and why he hasn’t been able to g ... Show More

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More