Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Response to Tariffs: Insights with Beacon Global Strategies’ Michael Allen
Apr 29, 2025
In this discussion, Michael Allen, co-founder of Beacon Global Strategies and former White House adviser, shares his expertise on U.S. trade policy. He delves into the impact of tariffs on private equity and outlines strategies for businesses to navigate supply chain disruptions. Michael highlights the significance of bilateral negotiations and the challenges posed by geopolitical tensions, particularly with China. The conversation also emphasizes the need for companies to leverage domestic opportunities and adapt pricing strategies amidst an evolving global trade landscape.
49:47
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Quick takeaways
- The current U.S. trade policy, characterized by tariffs and bilateral negotiations, necessitates businesses to adapt their supply chains and pricing strategies.
- Despite trade uncertainties, companies can find opportunities by focusing on domestic supply chains and diversifying their sources away from China.
Deep dives
Current Economic Landscape and Tariffs
The current global economic climate is characterized by significant shifts due to various policies, notably tariffs. Political fluctuations, such as pressures surrounding the Federal Reserve and ongoing tax reforms, coupled with geopolitical tensions in key regions, are impacting the world economy. The introduction of tariffs by the Trump administration was seen as a shock to the global trading system, with an emphasis on reviving U.S. manufacturing and reducing the trade deficit with China. The ongoing negotiations with multiple countries offer opportunities for potential trade agreements that could reshape long-standing tariff barriers and influence market dynamics.
