In this episode, Derek Thompson (Writer, The Atlantic) delves into the tumultuous nature of Trump’s trade policies, especially regarding tariffs, and how they impact American manufacturing and global markets. They discuss the constant changes in policy, the resulting uncertainty for industries like automotive and aerospace, and the mismatch between Trump’s ‘madman strategy’ and effective industrial policy. The conversation also explores the broader economic consequences, including stock market volatility, housing affordability issues, and the role of government in promoting economic growth and innovation.
(00:00) Intro
(00:20) Trump's Trade Policy and Its Implications
(01:30) The Uncertainty of Tariff Policies
(02:12) Impact on American Manufacturing
(05:15) Stock Market Reactions
(07:00) Debating the Effectiveness of Tariffs
(10:02) Wall Street vs. Main Street
(18:44) Housing and Healthcare Challenges
(34:53) Historical Context of Housing Regulations
(41:48) The Reality of Construction Jobs
(42:35) The American Dream and Housing Costs
(42:57) The 30-Year Mortgage and Its Impact
(43:48) Comparing Home Ownership to Stock Market Investments
(45:14) Political Reception of the Book 'Abundance'
(46:17) Pro-Business Democrats and Government's Role
(48:38) The Need for Aggressive Democratic Leaders
(51:18) The Importance of Economic Growth
(01:01:26) Debating Government's Role in Industrial Policy
(01:03:34) Challenges in the Semiconductor Industry
(01:13:19) The Housing Problem in New York City
(01:15:26) Conclusion and Final Thoughts
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
