Let Them Drink Bleach

Let Them Drink Bleach

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(75)

The King of Israel

The King of Israel

It's been a minute. Marko and Jacob are back after a long gap, and not much has changed: the Hormuz standoff drags on, the war in Ukraine grinds forward, and the stock market shrugged it all off. Mark...

12 Aug 1h 22min

Lessons Learned

Lessons Learned

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them ...

31 Jul 1h 27min

This Is The Way The World Ends (w/ Zeihan & Gertken)

This Is The Way The World Ends (w/ Zeihan & Gertken)

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tac...

29 Jul 1h 40min

What We Got Wrong About The World Cup (A LOT)

What We Got Wrong About The World Cup (A LOT)

The cousins reconvene with the BCA brain trust - Juan Correa, Robert Tipper, and Jeremie Peloso - for the World Cup post-mortem. The model called all four semifinalists but missed champion Spain, so t...

24 Jul 1h 22min

Operation Fun Run

Operation Fun Run

Iran again. Yes, again :( nobody's thrilled, but that's the content. The cousins break down a week of tanker attacks, retaliations to retaliations, and a 20% toll that became "great investments" in 24...

15 Jul 55min

A Little Belgium Cherub Gets to Pee in Trump's Pool

A Little Belgium Cherub Gets to Pee in Trump's Pool

Iran, Hormuz, another tanker on fire - sure, fine, but the real question is: what's actually driving the behavior here, and it's not the diplomacy everyone keeps quoting. Marko and Jacob argue it out:...

8 Jul 1h 26min

16 Books That Shaped Us

16 Books That Shaped Us

It's the Book Episode!!! Marko and Jacob turn their usual geopolitical sparring into a book draft: eight titles each, no rules, no rankings, just the texts that actually built their analytical muscle ...

6 Jul 1h 30min

The Esprit de Corps of Buc-ees

The Esprit de Corps of Buc-ees

Drones aren't a technological revolution - they're a pain-tolerance equalizer, letting Ukraine strike refineries deep inside a country that never planned to defend them. Jacob and Marko trace the defe...

27 Jun 1h 8min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
e24-podden
lederpodden
rss-pa-konto
utbytte
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
rss-orjasater
tid-er-penger-en-podcast-med-peter-warren
liberal-halvtime
pengesnakk
rss-markedspuls-2
okonomiamatorene