Understanding Trumponomics and Tariffs

This chapter explores the intricacies of 'Trumponomics' and the implications of recent tariff theories discussed on Macro Mondays. The hosts engage in a lively debate over the possibility of decreasing tariffs while negotiating from a stronger position, highlighting how Trump's trade strategies might impact emerging markets. Additionally, the conversation dives into the commodity super cycle, examining the relationship between commodity prices and broader economic trends.