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Let Them Drink Bleach

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Manage episode 475794402 series 3652581
Content provided by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Trump's tariff chaos isn’t strategy - it’s a policy car crash in slow motion. Jacob Shapiro and Marko Papic walk listeners through how we got here: tariffs based on 6th grade math, no off-ramps, and the U.S. launching a trade war… against everyone. Meanwhile, the rest of the world’s like, cool, we’ll just trade with each other. This isn’t about toaster prices—it’s about the U.S. exporting its own recession. If April 9th isn’t the pivot, buckle up.

Come for the analysis; stay for Marko’s tortured basketball metaphor at the end.

Timestamps:

(00:00) - Introduction

(00:32) - Unexpected Market Concerns

(01:43) - Tariffs and Market Reactions

(03:33) - Global Trade Dynamics

(05:06) - Impact on US Industries

(12:39) - Agricultural and Energy Sectors

(19:30) - Global Economic Shifts

(26:43) - Trump's Acceleration and Structuralism

(27:04) - Insane Policymaking and Tariffs

(28:17) - The Importance of Due Process

(29:13) - Arbitrary Policies and Financial Concerns

(33:20) - Market Timing and Optimism

(36:37) - Geopolitical Constraints and Future Outlook

(44:00 ) - Kevin Durant and Trade Barriers Analogy

(49:19) - Conclusion and Final Thoughts

  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 475794402 series 3652581
Content provided by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Trump's tariff chaos isn’t strategy - it’s a policy car crash in slow motion. Jacob Shapiro and Marko Papic walk listeners through how we got here: tariffs based on 6th grade math, no off-ramps, and the U.S. launching a trade war… against everyone. Meanwhile, the rest of the world’s like, cool, we’ll just trade with each other. This isn’t about toaster prices—it’s about the U.S. exporting its own recession. If April 9th isn’t the pivot, buckle up.

Come for the analysis; stay for Marko’s tortured basketball metaphor at the end.

Timestamps:

(00:00) - Introduction

(00:32) - Unexpected Market Concerns

(01:43) - Tariffs and Market Reactions

(03:33) - Global Trade Dynamics

(05:06) - Impact on US Industries

(12:39) - Agricultural and Energy Sectors

(19:30) - Global Economic Shifts

(26:43) - Trump's Acceleration and Structuralism

(27:04) - Insane Policymaking and Tariffs

(28:17) - The Importance of Due Process

(29:13) - Arbitrary Policies and Financial Concerns

(33:20) - Market Timing and Optimism

(36:37) - Geopolitical Constraints and Future Outlook

(44:00 ) - Kevin Durant and Trade Barriers Analogy

(49:19) - Conclusion and Final Thoughts

  continue reading

8 episodes

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