logo
episode-header-image
Apr 2025
1h 9m

Kenneth Rogoff: Tariff Impacts, The Doll...

Norges Bank Investment Management
About this episode

What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. They discuss the potential impacts of Trump's tariff policies, the future of US dollar dominance, and why inflation might make an unexpected comeback. Kenneth shares his chess-player's perspective on navigating trade negotiations and offers contrarian views on China's growth trajectory and technological disruption. Tune in for a thought-provoking discussion on our financial future!


In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.


The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Torgeir Rimstad.



Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
David Vélez: Building Nubank, Transforming Banking Across Latin America, and Serving Millions of Users
How does one company redefine banking for millions? Nicolai Tangen speaks with David Vélez, founder and CEO of Nubank, one of the world's largest digital banks serving 120 million customers across Brazil, Mexico, and Colombia. They explore David's remarkable entrepreneurial journ ... Show More
50m 47s
Oct 3
HIGHLIGHTS: Johan Norberg
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/johan-norberg-analyzing-golden-ages-embracing-openness/id1614211565?i=1000729440811&l=nbWhat can the rise and fall of grea ... Show More
10m 58s
Oct 1
Johan Norberg: Analyzing Golden Ages, Embracing Openness and Spotting Warning Signs
What can the rise and fall of great civilizations teach us about our current moment? Nicolai Tangen explores this timely question with Johan Norberg, renowned author of "Peak Human: What We Can Learn from the Rise and Fall of Golden Ages." Together, they examine the patterns behi ... Show More
51m 26s
Recommended Episodes
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
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Sep 2023
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the int ... Show More
50m 57s
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 3m
Feb 2025
What's next for global banking?
Banking has had a couple of very good years—the best, in fact, since the global financial crisis of 2007–09. Yet to some, the industry’s outlook seems less buoyant than recent profitability might suggest. On this episode of The McKinsey Podcast, McKinsey Senior Partners Klaus Dal ... Show More
25m 51s
Sep 2024
Much to absorb in this data-heavy week
Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded ... Show More
15m 58s
Aug 22
Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner
Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-lookin ... Show More
1h 16m
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Start your free online visit today at https://hims.com/gold In ... Show More
1h 1m
Sep 10
Higher ground – equities rise on rate hopes and merger activity
Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier glob ... Show More
18m 27s