logo
episode-header-image
May 7
8 m

The Trade War Playbook: Tariffs, Uncerta...

WHARTON BUSINESS DAILY
About this episode
Joao Gomes, Professor of Finance and Senior Vice Dean of Research at the Wharton School, offers an in-depth analysis of the Trump administration’s tariff approach, its theoretical justifications, and the real-world consequences for trade, business strategy, and global economic stability.

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

Up next
Jul 4
User Choice, Defaults, and the Future of Search
Leon Musolff, Wharton Assistant Professor of Business Economics and Public Policy, discusses findings from a recent field experiment showing how default search engine settings significantly influence user choice, highlighting the implications for antitrust policy and competition ... Show More
10m 30s
Jul 2
How the First Sale Rule Helps Offset Tariff Costs
David Zaring, Wharton Professor of Legal Studies and Business Ethics, explains how the long-standing First Sale Rule allows U.S. companies to reduce tariff costs by structuring international transactions strategically and maintaining thorough supply chain documentation. Hosted on ... Show More
9m 56s
Jun 27
Markets Brace for Tariffs and Look to AI for Relief
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More
9m 44s
Recommended Episodes
Apr 3
Unpacking policy uncertainty
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More
24m 11s
Apr 11
The recession question
Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ... Show More
33m 44s
Apr 23
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
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. ... Show More
1h 9m
Feb 2025
What Is Trump's Endgame With Tariffs?
This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More
29m 24s
May 2024
Global Outlook Q2 2024 Podcast - Decision Time
Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several co ... Show More
28m 1s
Dec 2024
The Deal Room: Investment Banking & Attempted Murder
In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone an ... Show More
30m 26s
Jul 2024
Inflation Shifts and the Bond Market Response
Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ... Show More
18m 20s
Jul 2024
The Trading Floor: Nasdaq Posts Worst Day Since 2022 As Trump Rattles Markets
Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump. We also unpack comments from the former US President on his thoughts on Federal Reserve Chair Jerome ... Show More
29m 6s
Apr 4
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
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
9m 2s
Nov 2024
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ... Show More
22m 38s