Dez Morgan and Skip Montreux discuss the impact of Donald Trump’s trade tariffs on global business.
Jun 13
Tokenmaxxing and the Corporate AI Pullback
AI tools were expected to help companies work faster, spend less money, and become more productive. But what happens when employees use so much AI that costs become too high? In this episode, Skip Montreux and Dez Morgan look at tokenmaxxing — a new business problem where AI cost ... Show More
25m 16s
Apr 2025
Global Pushback on Tariffs + Can the FTC Beat Meta?
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
1h 2m
Apr 2025
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Re ... Show More
2h 1m
Apr 2025
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More
58m 57s
<p><strong>Shanella Rajanayagam</strong>, <strong>Fred Neumann</strong> and <strong>Daragh Maher</strong> assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook.</p><br><p>For more content from HSBC Global Research ... Show More