Tariffs, Politics, and Economic Accountability

This chapter explores the necessity of a clear investment thesis and adaptability based on performance, before delving into the implications of recent tariffs on imports from India and pharmaceuticals. The speakers analyze the motivations behind political decisions, the impact on the economy and healthcare, and the disconnect between political leadership and public expectations. It concludes by discussing the cyclical nature of governance and highlights the influence of external factors on economic outcomes, critiquing corporate practices and the effectiveness of regulatory measures.