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You are here: Home / Archives for trade war

519: Is This the End of Globalization and Free Trade?

April 9, 2025 by Camden Stein · Updated April 16, 2025

What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include: Why the Trump administration raised tariffs How the last round of U.S. tariffs led to higher prices and lower economic growth Four ways the world remains close to record connectivity Who have been the winners and losers from global trade What will be the impact of this trade war Show Notes The economic consequences of Mr Trump – looking for clarity … [Read more...]

Filed Under: Podcast Tagged With: trade, trade deficit, trade war

515: Tariffs and the Mar-a-Lago Accord: What Trump Really Wants

March 12, 2025 by Camden Stein · Updated March 19, 2025

How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers. Topics covered include: Why U.S. stocks are falling, and recession risk is increasing How the U.S. dollar as the reserve currency is becoming a burden on the U.S. How the Trump administration aims to reduce its trade deficit and make it less attractive for foreign governments to own U.S. assets What are the risks of … [Read more...]

Filed Under: Podcast Tagged With: Bretton Woods, capital account, currency devaluation, current account, exchange rates, trade deficit, trade war, U.S. dollar

427: Did the Tariffs Work? The Trade War Five Years Later

April 5, 2023 by David Stein · Updated April 19, 2023

What has been the impact on trade and the trade deficit since the U.S. implemented tariffs on steel, aluminum, and goods made in China? Topics covered include: Has the shipping backlog been reduced at U.S. ports What are the dangers of running too high of a trade deficit How large is the U.S. trade deficit What has been the impact of U.S. tariffs on trade, domestic production, and prices How Chinese direct-to-consumer retail companies Shein and Temu are driving prices of … [Read more...]

Filed Under: Podcast Tagged With: fast fashion, trade, trade deficit, trade war

320: Somebody Won the Election. Now What?

November 4, 2020 by David Stein · Updated March 26, 2021

As we await the U.S. presidential election results, we review the results of the Trump Administration's economic policies to see if Americans are better off financially than they were four years ago. Topics covered include: Why pollsters and election models can be wrongWhy the state of the economy often drives election outcomesWhat has been the economic impact of the 2017 Tax Cuts and Jobs ActWhat has been the impact of the U.S. trade war with ChinaHow have poverty and health insurance … [Read more...]

Filed Under: Podcast Tagged With: deregulation, elections, health insurance, heathcare, polls, trade, trade war, Trump (Donald)

254 Plus: Escalating Trade War, Timing of Investment Backtest and Investing in Mortgage Notes

June 1, 2019 by David Stein · Updated April 29, 2021

In Plus episode 254 for the week of June 1, 2019, we look at the recent escalation of the trade war as it relates to Mexico and consider the potential impact on inflation. We review a backtest of delaying new investments until after a 5% loss in the stock market versus investing on a monthly basis. Finally, we look at buying and selling mortgage notes. … [Read more...]

Filed Under: Uncategorized Tagged With: mortgage notes, stock returns, trade war

251 Plus: Trade War Impact, Monetary Value, and High Yield Munis

May 11, 2019 by David Stein · Updated April 29, 2021

In Plus episode 251 for the week of May 11, 2019, we look at the economic implications for the U.S. and China related to the escalation of the trade war with the imposition of higher tariffs. We take a closer look at what it means that money has value because federal governments demand taxes be paid in a designated currency. Finally, we look at the expected return and risk of high yield municipal bonds. … [Read more...]

Filed Under: Uncategorized Tagged With: high yield munis, HYMB, money demand, municipal bonds, trade war

218: Is China or the U.S. More Vulnerable?

August 22, 2018 by David Stein · Updated May 27, 2021

What are the headwinds facing China that could slow economic growth, but still could lead to China growing faster than the U.S. Also, what is going on with Turkey and are other emerging market countries vulnerable to the same plight? Photo by Hanson Lu In this episode you’ll learn: What are valuation differences between the U.S. and China..What is a balance of payment crisis.What is driving the current economic crisis is Turkey.What headwinds does China face that make it more … [Read more...]

Filed Under: Podcast Tagged With: balance of payments, China, current account, trade, trade war, Turkey

212: Trade Wars Increase Prices and Poverty

July 11, 2018 by David Stein · Updated April 5, 2023

How a complex global trade system has reduced poverty, raised incomes, increased productivity, and lowered prices while a trade war will reverse those trends. In this episode you’ll learn: Why does the U.S. run such a huge trade deficit with China. What has the U.S. tariff rate on imports been historically. How global trade decreased poverty. Why there are both good and bad unintended consequences. How businesses adapt to tariffs. Show Notes The Power Economy by John Oliver … [Read more...]

Filed Under: Podcast Tagged With: China, poverty, protectionism, tarrifs, trade, trade deficit, trade war

195: Has A Trade War Begun?

March 7, 2018 by David Stein · Updated May 27, 2021

Why duties and other actions are necessary to address trade disputes, but across the board tariffs are a blunt instrument that can lead to a devastating trade war and global recession. In this episode you’ll learn: Why trade deficits are not always bad.How frequently has the U.S. government taken trade actions to protect national security.To what extent have steel and aluminum imports harmed U.S. domestic producers.What are the risks of using across the board tariffs … [Read more...]

Filed Under: Podcast Tagged With: aluminum, China, complex adaptive systems, complexity, steel, tarrifs, trade, trade deficit, trade war

144: Trade Deficits Aren’t Always Bad. Trade Wars Are.

February 8, 2017 by David Stein · Updated February 27, 2023

What causes trade deficits and how they can both help and hurt a country's economy. In this episode you'll learn: How GDP is calculated. How imports can both help and hurt an economy. How the balance of payment components of the current and capital accounts offset each other. How trade deficits can be caused by the amount of investment capital flowing into a country.. Show Notes Video of cleaning the beach in Tulum, Mexico Analysis of Trump's Economic Plan by … [Read more...]

Filed Under: Podcast Tagged With: balance of payments, trade, trade deficit, trade war

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